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Coca-Cola Femsa
KOF

230 hedge funds and large institutions have $1.91B invested in Coca-Cola Femsa in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $2.02M

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

6% more funds holding

Funds holding: 218 → 230 (+12)

4% more capital invested

Capital invested by funds: $1.84B → $1.91B (+$71.4M)

0.12% less ownership

Funds ownership: 4.48% → 4.37% (-0.12%)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
37
Increased
74
Reduced
84
Closed
25
Calls
$9.73M
Puts
$2.02M
Net Calls
+$7.71M
Net Calls Change
-$4.86M

Top Buyers

1
PF
Phoenix Financial
Israel
+$70.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.75M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$6.57M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.23M
5
Millennium Management
Millennium Management
New York
+$5.78M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$9.87M
5
TC
Taika Capital
Florida
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$3.57M -$9.87M -115,200 -73%
LPL Financial
52
LPL Financial
California
$3.57M -$304K -3,553 -8%
PAMS
53
Pictet Asset Management (Switzerland)
Switzerland
$3.48M -$1.78M -20,763 -33%
Osaic Holdings
54
Osaic Holdings
Arizona
$3.09M +$217K +2,530 +7%
OCAM
55
Onex Canada Asset Management
Ontario, Canada
$3.06M -$726K -8,475 -19%
VF
56
Virtu Financial
New York
$2.93M +$3.02M +35,222 New
DWA
57
Dorsey Wright & Associates
California
$2.84M -$282K -3,292 -9%
MPM
58
Meritage Portfolio Management
Kansas
$2.81M +$123K +1,435 +4%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$2.62M +$1.01M +11,835 +60%
RWM
60
Ritholtz Wealth Management
New York
$2.62M -$32.9K -384 -1%
BMSSC
61
B. Metzler seel. Sohn & Co
Germany
$2.54M +$1.3M +15,228 +100%
SGI
62
Summit Global Investments
Utah
$2.4M +$566K +6,603 +30%
RG
63
Renaissance Group
Kentucky
$2.35M +$134K +1,563 +6%
APG Asset Management
64
APG Asset Management
Netherlands
$2.27M -$5.68M -66,300 -69%
GC
65
Guggenheim Capital
Illinois
$2.22M +$501K +5,851 +28%
JF
66
Jump Financial
Illinois
$2.17M +$2.23M +26,017 New
AAM
67
Advisors Asset Management
Colorado
$1.89M +$75.5K +881 +4%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$1.8M +$3.43K +40 +0.2%
JSL
69
JT Stratford LLC
Georgia
$1.77M -$81.6K -953 -4%
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$1.72M -$176K -2,051 -9%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$1.7M +$26.4K +308 +2%
LSV Asset Management
72
LSV Asset Management
Illinois
$1.65M – – –
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.61M -$93.5K -1,091 -5%
ZIG
74
Zurich Insurance Group
Switzerland
$1.61M – – –
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.57M +$879K +10,263 +120%
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3
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KOF Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2023, worth a combined $1.91B — up 3.9% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 25 closed out — a net gain of 12 holders — while 74 added to existing stakes and 84 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $70.4M. The largest seller was Envestnet Asset Management, cutting an estimated $61.3M.

  • 230 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2023, up from 218 in Q1 2023.
  • Funds reported $1.91B of Coca-Cola Femsa stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q2 2023 and 25 closed out, a net change of +12 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2023 was Phoenix Financial, an estimated $70.4M added.
  • The largest Coca-Cola Femsa seller in Q2 2023 was Envestnet Asset Management, an estimated $61.3M sold.

Based on aggregated 13F filings for Q2 2023.