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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
Fidelity Investments
176
Fidelity Investments
Massachusetts
$12.9K -$11.8K -181 -49%
CA
177
CoreCap Advisors
Michigan
$10.2K +$9.77K +150 New
CP
178
Castleview Partners
Texas
$10.1K +$4.95K +76 +104%
CPG
179
Cornerstone Planning Group
New Jersey
$8.55K +$7.94K +122 New
FGAM
180
Financial Gravity Asset Management
Texas
$8.51K -$59.8K -918 -93%
First Manhattan
181
First Manhattan
New York
$8.28K +$7.94K +122 New
EWA
182
EverSource Wealth Advisors
Alabama
$7.94K +$911 +14 +14%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$7.67K +$7.36K +113 New
AssetMark Inc
184
AssetMark Inc
California
$5.57K -$1.3K -20 -20%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.58K +55 +423%
FHA
186
First Horizon Advisors
Tennessee
$3.33K -$521 -8 -14%
HFS
187
Hantz Financial Services
Michigan
$3K -$917K -14,080 -100%
TAIM
188
TD Ameritrade Investment Management
Nebraska
$3K
AF
189
Allworth Financial
California
$2.44K
SPIA
190
Steward Partners Investment Advisory
New York
$2.1K +$2.02K +31 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$1.9K -$34.4K -529 -95%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$1.9K +$1.82K +28 New
NA
193
NewEdge Advisors
Louisiana
$1.83K +$1.76K +27 New
SC
194
Schubert & Co
Texas
$815 -$65 -1 -8%
VCM
195
Versant Capital Management
Arizona
$815
BIA
196
Bell Investment Advisors
California
$679
MHR
197
Matthew Hamilton Rosenberg
$679
MPCL
198
My Personal CFO LLC
Washington
$611 +$586 +9 New
GRP
199
Global Retirement Partners
California
$339
BIP
200
Brandes Investment Partners
California
-$7.45M -127,557 Closed

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.