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Coca-Cola Femsa

138 hedge funds and large institutions have $1.06B invested in Coca-Cola Femsa in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,865% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $43K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

0.04% less ownership

Funds ownership: 3.9%3.86% (-0.04%)

5% less capital invested

Capital invested by funds: $1.12B → $1.06B (-$58.2M)

9% less funds holding

Funds holding: 152138 (-14)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
138
Holders Change
-14
Holders Change %
-9.21%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
60
Reduced
37
Closed
23
Calls
$1.27M
Puts
$43K
Net Calls
+$1.23M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$341M
TBC
2
Tweedy, Browne Co
Connecticut
$147M -$4.94M -92,432 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$87.1M -$1.71M -32,000 -2%
BlackRock
4
BlackRock
New York
$56.5M +$1.71M +31,937 +3%
SCP
5
Seafarer Capital Partners
California
$52.1M
Goldman Sachs
6
Goldman Sachs
New York
$32.1M -$2.18M -40,884 -7%
FWIA
7
Fort Washington Investment Advisors
Ohio
$31.9M +$8.92K +167 +0%
AQR Capital Management
8
AQR Capital Management
Connecticut
$25.6M +$4.48M +83,944 +22%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$24.4M +$406K +7,598 +2%
BIP
10
Brandes Investment Partners
California
$18.8M -$960K -17,987 -5%
Bank of America
11
Bank of America
North Carolina
$17.8M +$311K +5,822 +2%
BAM
12
Burgundy Asset Management
Ontario, Canada
$17.5M -$4.72M -88,369 -22%
Lazard Asset Management
13
Lazard Asset Management
New York
$15.1M -$1.99M -37,268 -12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.5M -$122K -2,294 -1%
Federated Hermes
15
Federated Hermes
Pennsylvania
$10.9M +$527K +9,878 +5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$9.6M +$596K +11,171 +7%
ClearBridge Investments
17
ClearBridge Investments
New York
$8.17M +$292K +5,473 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.07M +$282K +5,287 +4%
Morgan Stanley
19
Morgan Stanley
New York
$7.99M -$727K -13,620 -9%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$7.74M +$20.2K +379 +0.3%
DG
21
Discerene Group
Connecticut
$7.55M
Invesco
22
Invesco
Georgia
$6.76M -$662K -12,402 -9%
Wells Fargo
23
Wells Fargo
California
$5.8M +$188K +3,515 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.37M +$1.2M +22,400 +30%
PPA
25
Parametric Portfolio Associates
Washington
$5.32M -$425K -7,955 -8%

KOF Hedge Fund Activity: Q1 2022 in Review

138 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2022, worth a combined $1.06B — down 5.2% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 12 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 60 added.

The largest buyer was AQR Capital Management, adding an estimated $4.48M. The largest seller was Tweedy, Browne Co, cutting an estimated $4.94M.

  • 138 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2022, down from 152 in Q4 2021.
  • Funds reported $1.06B of Coca-Cola Femsa stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 12 funds opened new Coca-Cola Femsa positions in Q1 2022 and 23 closed out, a net change of -11 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2022 was AQR Capital Management, an estimated $4.48M added.
  • The largest Coca-Cola Femsa seller in Q1 2022 was Tweedy, Browne Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2022.