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Coca-Cola Femsa

249 hedge funds and large institutions have $2.15B invested in Coca-Cola Femsa in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.12M

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $1.79B → $2.15B (+$364M)

9% more funds holding

Funds holding: 229249 (+20)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.03% less ownership

Funds ownership: 4.34%4.31% (-0.03%)

Holders
249
Holders Change
+20
Holders Change %
+8.73%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
86
Reduced
79
Closed
20
Calls
$6.5M
Puts
$1.12M
Net Calls
+$5.38M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
226
Webster Bank
Connecticut
$5.68K
JWM
227
Janiczek Wealth Management
Colorado
$5.39K +$4.75K +57 New
EC
228
EntryPoint Capital
New York
$4.83K +$4.25K +51 New
HI
229
Harbour Investments
Wisconsin
$4.73K +$4.17K +50 New
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$4.27K
BWL
231
Bogart Wealth LLC
Virginia
$4.26K
UB
232
UMB Bank
Missouri
$3.88K
Jones Financial Companies
233
Jones Financial Companies
Missouri
$3.5K +$3.08K +37 New
Simplex Trading
234
Simplex Trading
Illinois
$3K -$16.8K -202 -83%
CAM
235
ClariVest Asset Management
California
$2.65K
JWA
236
JFS Wealth Advisors
Pennsylvania
$2.65K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2.65K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$2.56K -$500 -6 -18%
SS
239
Sunbelt Securities
Texas
$2.56K
FGAM
240
Financial Gravity Asset Management
Texas
$2.14K +$667 +8 +44%
FFA
241
Frazier Financial Advisors
Ohio
$1.99K +$1.75K +21 New
BBHC
242
Brown Brothers Harriman & Co
New York
$1.99K +$1.75K +21 New
BC
243
Broadwater Capital
Massachusetts
$1.89K +$1.67K +20 New
BIA
244
Bell Investment Advisors
California
$1.51K -$167 -2 -11%
VCM
245
Versant Capital Management
Arizona
$1.14K
MHR
246
Matthew Hamilton Rosenberg
$1.04K
HFS
247
Hantz Financial Services
Michigan
$1K
AWM
248
Abound Wealth Management
Tennessee
$474
GRP
249
Global Retirement Partners
California
$457
TWD
250
True Wealth Design
Ohio
$190 -$818K -9,819 -100%

KOF Hedge Fund Activity: Q4 2023 in Review

249 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2023, worth a combined $2.15B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KOF positions and 20 closed out — a net gain of 24 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $31.5M. The largest seller was Cullen Capital Management, cutting an estimated $32.6M.

  • 249 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2023, up from 229 in Q3 2023.
  • Funds reported $2.15B of Coca-Cola Femsa stock for Q4 2023, up 20% quarter-over-quarter.
  • 44 funds opened new Coca-Cola Femsa positions in Q4 2023 and 20 closed out, a net change of +24 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2023 was Itau Unibanco Holding S.A., an estimated $31.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2023 was Cullen Capital Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2023.