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Coca-Cola Femsa

152 hedge funds and large institutions have $1.12B invested in Coca-Cola Femsa in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $975K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

9% more funds holding

Funds holding: 140152 (+12)

0.03% more ownership

Funds ownership: 3.87%3.9% (+0.03%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$23M)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
45
Reduced
46
Closed
22
Calls
$3.23M
Puts
$975K
Net Calls
+$2.26M
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$341M
TBC
2
Tweedy, Browne Co
Connecticut
$152M -$1.39M -26,206 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$88.6M -$2.83M -53,300 -3%
BlackRock
4
BlackRock
New York
$54.6M -$2.9M -54,634 -5%
Macquarie Group
5
Macquarie Group
Australia
$53.1M -$573K -10,800 -1%
SCP
6
Seafarer Capital Partners
California
$52M -$5.35M -100,700 -10%
Goldman Sachs
7
Goldman Sachs
New York
$34.2M +$9.66M +181,909 +41%
FWIA
8
Fort Washington Investment Advisors
Ohio
$31.8M +$5.06M +95,361 +20%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$24M +$2.94M +55,446 +15%
BAM
10
Burgundy Asset Management
Ontario, Canada
$22.3M -$7.27M -137,044 -25%
AQR Capital Management
11
AQR Capital Management
Connecticut
$20.9M +$12.7M +238,587 +166%
BIP
12
Brandes Investment Partners
California
$19.7M -$465K -8,768 -2%
Bank of America
13
Bank of America
North Carolina
$17.5M -$301K -5,674 -2%
Lazard Asset Management
14
Lazard Asset Management
New York
$17.1M -$179K -3,375 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$12.6M -$79.1K -1,491 -0.6%
Federated Hermes
16
Federated Hermes
Pennsylvania
$10.3M -$144K -2,707 -1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$8.96M +$8.68M +163,512 New
Morgan Stanley
18
Morgan Stanley
New York
$8.71M -$2.66M -50,076 -24%
ClearBridge Investments
19
ClearBridge Investments
New York
$7.85M -$144K -2,722 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.76M +$43.6K +822 +0.6%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$7.7M +$3.59M +67,707 +93%
DG
22
Discerene Group
Connecticut
$7.53M -$53 -1 -0%
Invesco
23
Invesco
Georgia
$7.42M -$2.48M -46,667 -26%
PPA
24
Parametric Portfolio Associates
Washington
$5.74M -$146K -2,748 -3%
Millennium Management
25
Millennium Management
New York
$5.63M -$881K -16,590 -14%

KOF Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2021, worth a combined $1.12B — down 2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KOF positions and 22 closed out — a net gain of 12 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $12.7M. The largest seller was Crossmark Global Holdings, exiting entirely with an estimated $8.81M sold.

  • 152 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $1.12B of Coca-Cola Femsa stock for Q4 2021, down 2% quarter-over-quarter.
  • 34 funds opened new Coca-Cola Femsa positions in Q4 2021 and 22 closed out, a net change of +12 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2021 was AQR Capital Management, an estimated $12.7M added.
  • The largest Coca-Cola Femsa seller in Q4 2021 was Crossmark Global Holdings, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2021.