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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$3.78M -$144K -1,739 -3%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$3.37M
Pictet Asset Management
53
Pictet Asset Management
Switzerland
$3.27M +$3.45M +41,739 New
OCAM
54
Onex Canada Asset Management
Ontario, Canada
$2.86M -$19K -230 -0.6%
RG
55
Renaissance Group
Kentucky
$2.65M +$470K +5,678 +20%
MPM
56
Meritage Portfolio Management
Kansas
$2.61M -$36.2K -438 -1%
DWA
57
Dorsey Wright & Associates
California
$2.51M -$170K -2,057 -6%
LPL Financial
58
LPL Financial
California
$2.46M -$953K -11,527 -27%
RWM
59
Ritholtz Wealth Management
New York
$2.42M -$48K -580 -2%
SGI
60
Summit Global Investments
Utah
$2.28M +$13.6K +164 +0.6%
GC
61
Guggenheim Capital
Illinois
$2.23M +$147K +1,772 +7%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$2.16M -$330K -3,988 -13%
CP
63
CenterBook Partners
Connecticut
$2.15M +$1.48M +17,909 +188%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.88M -$1.16M -13,990 -37%
AAM
65
Advisors Asset Management
Colorado
$1.7M -$81.8K -989 -4%
JSL
66
JT Stratford LLC
Georgia
$1.66M +$248 +3 +0%
JF
67
Jump Financial
Illinois
$1.62M -$445K -5,381 -21%
QC
68
Quadrature Capital
United Kingdom
$1.55M +$1.64M +19,804 New
LSV Asset Management
69
LSV Asset Management
Illinois
$1.55M
ZIG
70
Zurich Insurance Group
Switzerland
$1.51M
Jane Street
71
Jane Street
New York
$1.47M -$2.01M -24,305 -57%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$1.46M -$167K -2,025 -10%
Marshall Wace
73
Marshall Wace
United Kingdom
$1.41M +$55.2K +668 +4%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.41M -$109K -1,324 -7%
Citadel Advisors
75
Citadel Advisors
Florida
$1.31M -$169K -2,047 -11%

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.