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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
VCWA
76
Vanguard Capital Wealth Advisors
Colorado
$1.3M -$39K -471 -3%
CWP
77
Capital Wealth Planning
Florida
$1.25M +$649K +7,843 +97%
PCM
78
Penserra Capital Management
California
$1.25M +$649K +7,843 +97%
Corient Private Wealth
79
Corient Private Wealth
Florida
$1.2M +$8.1K +98 +0.6%
BMSSC
80
B. Metzler seel. Sohn & Co
Germany
$1.19M -$1.26M -15,228 -50%
PFMU
81
Privium Fund Management (UK)
United Kingdom
$1.14M +$1.2M +14,533 New
Mariner
82
Mariner
Kansas
$1.11M -$50.5K -611 -4%
SO
83
STRS Ohio
Ohio
$1.1M
MCI
84
MRP Capital Investments
Georgia
$1.09M +$1.39M +16,786 +121%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$1.07M -$42.3K -511 -4%
Invesco
86
Invesco
Georgia
$1.01M -$131K -1,590 -11%
FCH
87
Freestone Capital Holdings
Washington
$1,000K -$40.3K -487 -4%
EI
88
Ethic Inc
New York
$992K -$235K -2,841 -18%
S
89
SimplyRich
California
$900K
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$873K -$16.5K -200 -2%
AWS
91
Arkfeld Wealth Strategies
Nebraska
$864K -$8.85K -107 -0.9%
AAS
92
Avantax Advisory Services
Texas
$814K +$138K +1,664 +19%
DADC
93
D.A. Davidson & Co
Montana
$798K -$20.7K -250 -2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$796K -$46.5K -562 -5%
GF
95
Gabelli Funds
New York
$784K
CW
96
Connectus Wealth
Ohio
$774K +$816K +9,868 New
TWD
97
True Wealth Design
Ohio
$770K +$812K +9,819 +490,950%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$763K -$241K -2,914 -23%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$753K +$44.8K +542 +6%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$744K -$772K -9,337 -50%

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.