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Coca-Cola Femsa

173 hedge funds and large institutions have $1.25B invested in Coca-Cola Femsa in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $564K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.16B → $1.25B (+$98M)

8% more funds holding

Funds holding: 160173 (+13)

0.12% more ownership

Funds ownership: 3.98%4.1% (+0.12%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
37
Increased
65
Reduced
42
Closed
22
Calls
$6.05M
Puts
$564K
Net Calls
+$5.49M
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$363M
TBC
2
Tweedy, Browne Co
Connecticut
$137M -$5.69M -95,433 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$85.7M -$8.64M -145,000 -9%
Macquarie Group
4
Macquarie Group
Australia
$55.3M -$124K -2,085 -0.2%
BlackRock
5
BlackRock
New York
$50M +$8.77M +147,104 +21%
Goldman Sachs
6
Goldman Sachs
New York
$45.7M +$4.35M +73,033 +10%
SCP
7
Seafarer Capital Partners
California
$36.3M -$11.7M -197,000 -24%
FWIA
8
Fort Washington Investment Advisors
Ohio
$33.9M
Lazard Asset Management
9
Lazard Asset Management
New York
$29.9M +$6.2M +103,966 +25%
CCM
10
Cullen Capital Management
New York
$29M +$15.9M +266,947 +116%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$27.4M
IUHSA
12
Itau Unibanco Holding S.A.
Brazil
$26.3M -$916K -15,358 -3%
Bank of America
13
Bank of America
North Carolina
$21.7M +$508K +8,528 +2%
Morgan Stanley
14
Morgan Stanley
New York
$21.1M +$3.98M +66,721 +23%
BAM
15
Burgundy Asset Management
Ontario, Canada
$17.3M -$704K -11,813 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$14.4M +$6.86M +115,131 +87%
Federated Hermes
17
Federated Hermes
Pennsylvania
$11.6M -$168K -2,817 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$11.4M -$1M -16,808 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.5M +$4.47M +74,973 +71%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$10.1M -$147K -2,463 -1%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$9.58M +$3.06M +51,384 +46%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.37M +$851K +14,273 +10%
CCM
23
Causeway Capital Management
California
$8.43M +$5.06M +84,850 +143%
ClearBridge Investments
24
ClearBridge Investments
New York
$8.28M -$459K -7,697 -5%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$8.18M -$138K -2,314 -2%

KOF Hedge Fund Activity: Q3 2022 in Review

173 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2022, worth a combined $1.25B — up 8.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 22 closed out — a net gain of 15 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Cullen Capital Management, adding an estimated $15.9M. The largest seller was AQR Capital Management, cutting an estimated $20.5M.

  • 173 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2022, up from 160 in Q2 2022.
  • Funds reported $1.25B of Coca-Cola Femsa stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q3 2022 and 22 closed out, a net change of +15 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2022 was Cullen Capital Management, an estimated $15.9M added.
  • The largest Coca-Cola Femsa seller in Q3 2022 was AQR Capital Management, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2022.