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Coca-Cola Femsa
KOF

230 hedge funds and large institutions have $1.91B invested in Coca-Cola Femsa in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $2.02M

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

6% more funds holding

Funds holding: 218 → 230 (+12)

4% more capital invested

Capital invested by funds: $1.84B → $1.91B (+$71.4M)

0.12% less ownership

Funds ownership: 4.48% → 4.37% (-0.12%)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
37
Increased
74
Reduced
84
Closed
25
Calls
$9.73M
Puts
$2.02M
Net Calls
+$7.71M
Net Calls Change
-$4.86M

Top Buyers

1
PF
Phoenix Financial
Israel
+$70.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.75M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$6.57M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.23M
5
Millennium Management
Millennium Management
New York
+$5.78M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$9.87M
5
TC
Taika Capital
Florida
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
226
Matthew Hamilton Rosenberg
$916 +$86 +1 +10%
GRP
227
Global Retirement Partners
California
$417 – – –
AWM
228
Abound Wealth Management
Tennessee
$417 +$428 +5 New
TWD
229
True Wealth Design
Ohio
$167 -$949K -11,080 -100%
VWM
230
Venturi Wealth Management
Texas
$84 +$86 +1 New
RI
231
Ridgewood Investments
New Jersey
$20 – – –
TC
232
Taika Capital
Florida
– -$9.17M -114,015 Closed
BAM
233
Burgundy Asset Management
Ontario, Canada
– -$5.15M -64,033 Closed
PCM
234
Prelude Capital Management
New York
– -$4.07M -50,579 Closed
Acadian Asset Management
235
Acadian Asset Management
Massachusetts
– -$1.38M -17,117 Closed
Boston Partners
236
Boston Partners
Massachusetts
– -$207K -12,585 Closed
PL
237
Perpetual Ltd
Australia
– -$940K -11,677 Closed
CI
238
Cambiar Investors
Colorado
– -$902K -11,210 Closed
CCIA
239
Campbell & Co Investment Adviser
Maryland
– -$892K -11,082 Closed
BA
240
Bristlecone Advisors
Washington
– -$730K -9,075 Closed
Simplex Trading
241
Simplex Trading
Illinois
– -$671K -7,835 Closed
CIC
242
Chase Investment Counsel
Virginia
– -$422K -5,252 Closed
QC
243
Quadrature Capital
United Kingdom
– -$318K -3,950 Closed
Wellington Management Group
244
Wellington Management Group
Massachusetts
– -$316K -3,921 Closed
PCS
245
Personal CFO Solutions
New Jersey
– -$225K -2,802 Closed
BAM
246
Belpointe Asset Management
Nevada
– -$46.1K -573 Closed
PPC
247
Park Place Capital
Alabama
– -$35.3K -439 Closed
FPB
248
First PREMIER Bank
South Dakota
– -$31K -380 Closed
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$25K -311 Closed
TAM
250
Tucker Asset Management
Colorado
– -$24.1K -300 Closed
7 8 9
10
11

KOF Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2023, worth a combined $1.91B — up 3.9% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 25 closed out — a net gain of 12 holders — while 74 added to existing stakes and 84 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $70.4M. The largest seller was Envestnet Asset Management, cutting an estimated $61.3M.

  • 230 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2023, up from 218 in Q1 2023.
  • Funds reported $1.91B of Coca-Cola Femsa stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q2 2023 and 25 closed out, a net change of +12 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2023 was Phoenix Financial, an estimated $70.4M added.
  • The largest Coca-Cola Femsa seller in Q2 2023 was Envestnet Asset Management, an estimated $61.3M sold.

Based on aggregated 13F filings for Q2 2023.