Coca-Cola Femsa
267 hedge funds and large institutions have $2.07B invested in Coca-Cola Femsa in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 19 closing their positions.
290% more call options, than puts
Call options by funds: $6.71M | Put options by funds: $1.72M
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more funds holding
Funds holding: 249 → 267 (+18)
0.25% less ownership
Funds ownership: 4.31% → 4.07% (-0.25%)
4% less capital invested
Capital invested by funds: $2.15B → $2.07B (-$77.1M)
11% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$21.7M |
| 2 |
CCM
Cullen Capital Management
New York
|
+$17.6M |
| 3 |
JP Morgan Chase
New York
|
+$7.04M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$6.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Seafarer Capital Partners
Larkspur,
California
|
-$48.8M |
| 2 |
Morgan Stanley
New York
|
-$36.7M |
| 3 |
Renaissance Technologies
New York
|
-$18.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13.7M |
| 5 |
Lazard Asset Management
New York
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
276
HRT Financial
New York
| – | -$259K | -2,743 | Closed |
|
|
WSC
277
Wellington Shields & Co
New York
| – | -$218K | -2,300 | Closed |
|
|
MOS
278
MGO One Seven
Beachwood,
Ohio
| – | -$208K | -2,203 | Closed |
|
|
IWA
279
Icon Wealth Advisors
Houston,
Texas
| – | -$152K | -1,603 | Closed |
|
280
Amundi
Paris,
France
| – | -$67.7K | -750 | Closed |
|
|
WSCM
281
Wellington Shields Capital Management
New York
| – | -$71K | -750 | Closed |
|
|
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$37.9K | -400 | Closed |
|
|
GWS
283
Glassman Wealth Services
Vienna,
Virginia
| – | -$24.9K | -263 | Closed |
|
|
ASN
284
Advisory Services Network
Atlanta,
Georgia
| – | -$22.8K | -241 | Closed |
|
|
NA
285
Nordwand Advisors
Radnor,
Pennsylvania
| – | -$20.2K | -213 | Closed |
|
|
BBHC
286
Brown Brothers Harriman & Co
New York
| – | -$1.99K | -21 | Closed |
|
KOF Hedge Fund Activity: Q1 2024 in Review
267 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2024, worth a combined $2.07B — down 3.6% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new KOF positions and 19 closed out — a net gain of 19 holders — while 87 added to existing stakes and 98 trimmed.
The largest buyer was Invesco, adding an estimated $21.7M. The largest seller was Seafarer Capital Partners, cutting an estimated $48.8M.
- 267 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2024, up from 249 in Q4 2023.
- Funds reported $2.07B of Coca-Cola Femsa stock for Q1 2024, down 3.6% quarter-over-quarter.
- 38 funds opened new Coca-Cola Femsa positions in Q1 2024 and 19 closed out, a net change of +19 holders.
- The largest Coca-Cola Femsa buyer in Q1 2024 was Invesco, an estimated $21.7M added.
- The largest Coca-Cola Femsa seller in Q1 2024 was Seafarer Capital Partners, an estimated $48.8M sold.
Based on aggregated 13F filings for Q1 2024.