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Coca-Cola Femsa

199 hedge funds and large institutions have $1.56B invested in Coca-Cola Femsa in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $6.68M | Put options by funds: $759K

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

25% more capital invested

Capital invested by funds: $1.25B → $1.56B (+$310M)

15% more funds holding

Funds holding: 173199 (+26)

0.32% more ownership

Funds ownership: 4.1%4.43% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
199
Holders Change
+26
Holders Change %
+15.03%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
45
Increased
70
Reduced
56
Closed
15
Calls
$6.68M
Puts
$759K
Net Calls
+$5.93M
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
151
Simplex Trading
Illinois
$141K +$124K +1,903 +1,018%
TRCT
152
Tower Research Capital (TRC)
New York
$131K +$7.36K +113 +6%
QT
153
Quantbot Technologies
New York
$104K +$99.7K +1,532 New
WSCM
154
Wellington Shields Capital Management
New York
$102K +$97.6K +1,500 New
CAL
155
Capital Analysts LLC
Pennsylvania
$100K
BAM
156
Byrne Asset Management
New Jersey
$86.5K
CA
157
Centerpoint Advisors
Massachusetts
$73K +$1.24K +19 +2%
IA
158
IFP Advisors
Florida
$57K +$20.6K +316 +75%
Legal & General Group
159
Legal & General Group
United Kingdom
$47.5K
BTI
160
Blue Trust Inc
Georgia
$46K +$41.1K +632 +416%
S
161
SignatureFD
Georgia
$39.9K +$10.5K +161 +38%
BAM
162
Belpointe Asset Management
Nevada
$38.9K +$37.3K +573 New
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$35K +$6.58K +101 +24%
PPC
164
Park Place Capital
Alabama
$30K +$28.6K +439 New
PAM
165
Paradigm Asset Management
New York
$27.2K
ZIG
166
Zullo Investment Group
Pennsylvania
$27.2K
FPB
167
First PREMIER Bank
South Dakota
$26K
LC
168
Lindbrook Capital
California
$21.7K +$5.21K +80 +33%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.1K
GWS
170
Glassman Wealth Services
Virginia
$20.3K +$2.08K +32 +12%
ASN
171
Advisory Services Network
Georgia
$18.1K +$17.4K +267 New
UB
172
UMB Bank
Missouri
$15K
PA
173
Parallel Advisors
California
$14.6K -$27.7K -426 -66%
FRA
174
Front Row Advisors
California
$14K +$1.04K +16 +9%
Dimensional Fund Advisors
175
Dimensional Fund Advisors
Texas
$13K -$185K -2,848 -1%

KOF Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2022, worth a combined $1.56B — up 25% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KOF positions and 15 closed out — a net gain of 30 holders — while 70 added to existing stakes and 56 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $30.1M.

  • 199 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2022, up from 173 in Q3 2022.
  • Funds reported $1.56B of Coca-Cola Femsa stock for Q4 2022, up 25% quarter-over-quarter.
  • 45 funds opened new Coca-Cola Femsa positions in Q4 2022 and 15 closed out, a net change of +30 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $68.4M added.
  • The largest Coca-Cola Femsa seller in Q4 2022 was BlackRock, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2022.