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Coca-Cola Femsa

229 hedge funds and large institutions have $1.79B invested in Coca-Cola Femsa in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $3.67M | Put options by funds: $995K

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

0.02% less ownership

Funds ownership: 4.37%4.34% (-0.02%)

0% less funds holding

Funds holding: 230229 (-1)

6% less capital invested

Capital invested by funds: $1.91B → $1.79B (-$121M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

34% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 96

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
26
Increased
63
Reduced
96
Closed
25
Calls
$3.67M
Puts
$995K
Net Calls
+$2.67M
Net Calls Change
-$5.03M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$941
MHR
227
Matthew Hamilton Rosenberg
$863
AWM
228
Abound Wealth Management
Tennessee
$393
GRP
229
Global Retirement Partners
California
$381
Group One Trading
230
Group One Trading
Illinois
$157 -$48.5K -587 -100%
VF
231
Virtu Financial
New York
-$2.93M -35,222 Closed
BAMF
232
BI Asset Management Fondsmaeglerselskab
Denmark
-$1.33M -15,959 Closed
ANTB
233
AMG National Trust Bank
Colorado
-$1.09M -13,061 Closed
FIM
234
Freedom Investment Management
Connecticut
-$1.06M -12,681 Closed
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
-$998K -11,247 Closed
MM
236
MQS Management
New York
-$608K -7,302 Closed
ETC
237
Exchange Traded Concepts
Oklahoma
-$371K -4,448 Closed
Arrowstreet Capital
238
Arrowstreet Capital
Massachusetts
-$332K -3,983 Closed
DTL
239
Dynamic Technology Lab
Singapore
-$284K -3,410 Closed
FA
240
FDx Advisors
Illinois
-$272K -3,268 Closed
VAS
241
Vestmark Advisory Solutions
Massachusetts
-$272K -3,268 Closed
AC
242
AXQ Capital
New Jersey
-$267K -3,204 Closed
HSA
243
HBK Sorce Advisory
Pennsylvania
-$210K -2,525 Closed
WFI
244
West Family Investments
California
-$203K -2,434 Closed
DOA
245
D'Orazio & Associates
Virginia
-$200K -2,401 Closed
NA
246
NewEdge Advisors
Louisiana
-$37.5K -450 Closed
PAM
247
Paradigm Asset Management
New York
-$33.3K -400 Closed
Bessemer Group
248
Bessemer Group
New Jersey
-$14K -168 Closed
SWM
249
Spire Wealth Management
Virginia
-$8.66K -104 Closed
CG
250
Cutler Group
California
-$8K -100 Closed

KOF Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2023, worth a combined $1.79B — down 6.3% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KOF positions and 25 closed out — a net gain of 1 holder — while 63 added to existing stakes and 96 trimmed.

The largest buyer was Corvex Management, opening a new position worth an estimated $38.4M. The largest seller was Tweedy, Browne Co, cutting an estimated $19.8M.

  • 229 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2023, down from 230 in Q2 2023.
  • Funds reported $1.79B of Coca-Cola Femsa stock for Q3 2023, down 6.3% quarter-over-quarter.
  • 26 funds opened new Coca-Cola Femsa positions in Q3 2023 and 25 closed out, a net change of +1 holder.
  • The largest Coca-Cola Femsa buyer in Q3 2023 was Corvex Management, an estimated $38.4M added.
  • The largest Coca-Cola Femsa seller in Q3 2023 was Tweedy, Browne Co, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.