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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
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$422M
TBC
2
Tweedy, Browne Co
Connecticut
$131M -$26.6M -408,285 -17%
Renaissance Technologies
3
Renaissance Technologies
New York
$88.9M -$10.3M -158,001 -11%
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$71.3M +$68.4M +1,050,968 New
Goldman Sachs
5
Goldman Sachs
New York
$60.9M +$7.37M +113,197 +14%
Lazard Asset Management
6
Lazard Asset Management
New York
$42.7M +$7.6M +116,723 +23%
Macquarie Group
7
Macquarie Group
Australia
$42.7M -$20.7M -318,726 -34%
SCP
8
Seafarer Capital Partners
California
$42.2M
CCM
9
Cullen Capital Management
New York
$40.7M +$6.76M +103,890 +21%
FWIA
10
Fort Washington Investment Advisors
Ohio
$39.5M +$62.4K +958 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$36.5M +$11.5M +176,095 +49%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$33.5M +$1.62M +24,896 +5%
Bank of America
13
Bank of America
North Carolina
$30.9M +$5.39M +82,759 +22%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$28M -$944K -14,500 -3%
BlackRock
15
BlackRock
New York
$26.7M -$30.1M -462,129 -54%
Millennium Management
16
Millennium Management
New York
$24M +$23M +353,243 New
AOI
17
Auto-Owners Insurance
Michigan
$20.4M +$19.5M +300,000 New
BAM
18
Burgundy Asset Management
Ontario, Canada
$19.8M -$203K -3,125 -1%
Deutsche Bank
19
Deutsche Bank
Germany
$18.9M +$1.99M +30,630 +12%
JP Morgan Chase
20
JP Morgan Chase
New York
$18.5M +$12.5M +192,159 +240%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$14.2M +$2.97M +45,611 +28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.2M +$1.88M +28,952 +16%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$12.9M +$8.33M +127,900 +205%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$11.4M -$322K -4,939 -3%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$10.5M +$966K +14,843 +11%

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.