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Coca-Cola Femsa

235 hedge funds and large institutions have $1.92B invested in Coca-Cola Femsa in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.46M | Put options by funds: $3.54M

38% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 72

5% more capital invested

Capital invested by funds: $1.83B → $1.92B (+$95.3M)

0.09% more ownership

Funds ownership: 4.05%4.14% (+0.09%)

9% less funds holding

Funds holding: 258235 (-23)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

46% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 46

Holders
235
Holders Change
-23
Holders Change %
-8.91%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
25
Increased
99
Reduced
72
Closed
46
Calls
$6.46M
Puts
$3.54M
Net Calls
+$2.93M
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.4M +$3.4M +38,848 +43%
WC
27
Wexford Capital
Florida
$10.9M +$1.31M +14,938 +14%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$10.8M +$5.7M +65,249 +116%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$9.87M -$4.57M -52,298 -32%
CGH
30
Crossmark Global Holdings
Texas
$9.75M -$315K -3,604 -3%
UBS Group
31
UBS Group
Switzerland
$9.64M +$879K +10,053 +10%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$8.2M -$975K -11,156 -11%
Wells Fargo
33
Wells Fargo
California
$8.14M +$1.47M +16,764 +22%
Millennium Management
34
Millennium Management
New York
$8.14M -$4M -45,730 -33%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$8.09M +$94.1K +1,077 +1%
ClearBridge Investments
36
ClearBridge Investments
New York
$7.57M +$129K +1,480 +2%
CP
37
CenterBook Partners
Connecticut
$7.56M +$6.57M +75,200 +750%
PAM
38
Panagora Asset Management
Massachusetts
$7.43M -$25.8K -295 -0.4%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$7.04M +$1.34M +15,300 +24%
Northern Trust
40
Northern Trust
Illinois
$6.93M +$1.91M +21,900 +39%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$6.62M -$1.98M -22,650 -23%
Stifel Financial
42
Stifel Financial
Missouri
$6.09M -$251K -2,867 -4%
DG
43
Discerene Group
Connecticut
$6.09M
OAM
44
Oppenheimer Asset Management
New York
$6M +$209K +2,390 +4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$4.77M +$964K +11,036 +26%
SEI Investments
46
SEI Investments
Pennsylvania
$4.62M -$10.1M -115,219 -69%
SGI
47
Summit Global Investments
Utah
$4.23M +$29.9K +342 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.96M +$2.34M +26,800 +151%
MFS
49
Mirabella Financial Services
United Kingdom
$3.91M +$3.85M +44,095 New
MPM
50
Meritage Portfolio Management
Kansas
$3.68M +$950K +10,867 +35%

KOF Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2024, worth a combined $1.92B — up 5.2% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of KOF and 25 opened new positions — a net loss of 21 holders — while 72 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $33.1M. The largest seller was Phoenix Financial, cutting an estimated $27.5M.

  • 235 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2024, down from 258 in Q2 2024.
  • Funds reported $1.92B of Coca-Cola Femsa stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q3 2024 and 46 closed out, a net change of -21 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2024 was JP Morgan Chase, an estimated $33.1M added.
  • The largest Coca-Cola Femsa seller in Q3 2024 was Phoenix Financial, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.