We are live on ! Find out more
KOF icon

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
VM
101
VPR Management
Texas
$717K
Vanguard Group
102
Vanguard Group
Pennsylvania
$707K
TWC
103
TD Waterhouse Canada
Ontario, Canada
$697K -$46.1K -558 -6%
Citigroup
104
Citigroup
New York
$695K -$7.2K -87 -1%
HWAM
105
Hennion & Walsh Asset Management
New Jersey
$670K +$2.56K +31 +0.4%
VAG
106
VisionPoint Advisory Group
Texas
$656K +$97.6K +1,180 +16%
Capstone Investment Advisors
107
Capstone Investment Advisors
New York
$651K +$687K +8,304 New
CAN
108
Cetera Advisor Networks
California
$619K -$49.5K -599 -7%
AIC
109
Archer Investment Corporation
Indiana
$616K
KPWS
110
Kestra Private Wealth Services
Texas
$594K -$382K -4,625 -38%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$580K +$6.2K +75 +1%
AA
112
ALPS Advisors
Colorado
$577K +$59.7K +722 +11%
DC
113
Davenport & Co
Virginia
$572K -$6.2K -75 -1%
CAG
114
Csenge Advisory Group
Florida
$566K +$243K +2,943 +69%
VPIM
115
Vanguard Personalized Indexing Management
California
$548K -$3.06K -37 -0.5%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$534K +$46.2K +559 +9%
MCM
117
MAI Capital Management
Ohio
$533K -$29.8K -360 -5%
M&T Bank
118
M&T Bank
New York
$531K -$41.6K -503 -7%
Barclays
119
Barclays
United Kingdom
$524K +$549K +6,636 +13,272%
TC
120
TownSquare Capital
Utah
$509K -$46.1K -557 -8%
QCM
121
QRG Capital Management
Illinois
$505K +$532K +6,437 New
DI
122
DFPG Investments
Utah
$496K +$499K +6,031 New
TFS
123
Thoroughbred Financial Services
Tennessee
$477K +$192K +2,320 +62%
VC
124
Veracity Capital
Georgia
$468K +$69.1K +835 +16%
SP
125
Symmetry Partners
Connecticut
$464K

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.