We are live on ! Find out more
KOF icon

Coca-Cola Femsa
KOF

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
267
Holders Change
+18
Holders Change %
+7.23%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
87
Reduced
98
Closed
19
Calls
$6.71M
Puts
$1.72M
Net Calls
+$4.99M
Net Calls Change
-$396K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$21.7M
2
CCM
Cullen Capital Management
New York
+$17.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.04M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$6.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
SCP
Seafarer Capital Partners
California
-$48.8M
2
Morgan Stanley
Morgan Stanley
New York
-$36.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18.4M
4
Bank of America
Bank of America
North Carolina
-$13.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$4.12M -$7.49M -78,268 -65%
AQR Capital Management
52
AQR Capital Management
Connecticut
$4.08M -$337K -3,519 -8%
APG Asset Management
53
APG Asset Management
Netherlands
$3.79M +$28.7K +300 +0.7%
RG
54
Renaissance Group
Kentucky
$3.73M +$159K +1,659 +5%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$3.35M +$3.29M +34,417 New
PSB
56
Passumpsic Savings Bank
Vermont
$3.34M +$3.28M +34,316 New
RWM
57
Ritholtz Wealth Management
New York
$3.16M +$59.2K +619 +2%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$3.05M +$2.92M +30,500 +3,498%
MPM
59
Meritage Portfolio Management
Kansas
$3.04M -$176K -1,837 -6%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$2.87M +$2.82M +29,488 New
DWA
61
Dorsey Wright & Associates
California
$2.76M -$132K -1,378 -5%
GC
62
Guggenheim Capital
Illinois
$2.51M -$383K -4,004 -13%
PFMU
63
Privium Fund Management (UK)
United Kingdom
$2.46M +$781K +8,164 +47%
Jane Street
64
Jane Street
New York
$2.29M -$2.6M -27,147 -54%
OCAM
65
Onex Canada Asset Management
Ontario, Canada
$2.25M -$1.24M -13,000 -36%
SCP
66
Seafarer Capital Partners
California
$2.14M -$48.8M -510,427 -96%
CWP
67
Capital Wealth Planning
Florida
$1.96M +$179K +1,869 +10%
PCM
68
Penserra Capital Management
California
$1.96M +$179K +1,869 +10%
LSV Asset Management
69
LSV Asset Management
Illinois
$1.93M – – –
Citadel Advisors
70
Citadel Advisors
Florida
$1.91M +$1.88M +19,661 New
ZIG
71
Zurich Insurance Group
Switzerland
$1.88M – – –
FCH
72
Freestone Capital Holdings
Washington
$1.86M +$639K +6,677 +54%
AAM
73
Advisors Asset Management
Colorado
$1.72M -$469K -4,903 -22%
CAG
74
Csenge Advisory Group
Florida
$1.68M +$992K +10,373 +150%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$1.59M -$1.05M -11,005 -40%
1 2
3
4 5

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.