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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
ACM
26
Aubrey Capital Management
United Kingdom
$10.1M +$165K +2,000 +2%
CCM
27
Causeway Capital Management
California
$9.93M +$1.21M +14,657 +13%
Stifel Financial
28
Stifel Financial
Missouri
$9.87M +$2.22M +26,801 +27%
CGH
29
Crossmark Global Holdings
Texas
$9.82M +$9.4M +113,649 +765%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$9.41M -$588K -7,115 -6%
Millennium Management
31
Millennium Management
New York
$9.3M +$3.84M +46,463 +64%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$9.27M +$173K +2,094 +2%
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$9.1M -$19.6M -236,519 -67%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9M +$2.93M +35,386 +45%
Federated Hermes
35
Federated Hermes
Pennsylvania
$8.85M -$830K -10,039 -8%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.21M +$1.7M +20,524 +24%
ClearBridge Investments
37
ClearBridge Investments
New York
$7.54M +$60.7K +734 +0.8%
Wells Fargo
38
Wells Fargo
California
$7.39M -$863K -10,434 -10%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$7.15M +$197K +2,377 +3%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$5.77M -$5.99M -72,478 -50%
DG
41
Discerene Group
Connecticut
$5.38M
RJA
42
Raymond James & Associates
Florida
$5.28M -$18.3K -221 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.17M +$5.45M +65,900 New
PAM
44
Panagora Asset Management
Massachusetts
$4.87M +$746K +9,023 +17%
AQR Capital Management
45
AQR Capital Management
Connecticut
$4.83M -$16M -193,855 -76%
OAM
46
Oppenheimer Asset Management
New York
$4.64M -$175K -2,114 -3%
Northern Trust
47
Northern Trust
Illinois
$4.54M -$173K -2,094 -3%
MCP
48
Martin Capital Partners
Oregon
$4.33M +$20.7K +250 +0.5%
NA
49
Navellier & Associates
Nevada
$4.13M -$145K -1,759 -3%
Truist Financial
50
Truist Financial
North Carolina
$4.1M -$334K -4,039 -7%

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.