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.
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: 230 → 229 (-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: 5 → 4 (-1)
34% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
+$38.4M |
| 2 |
Goldman Sachs
New York
|
+$9.76M |
| 3 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$9.4M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.45M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$19.8M |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$19.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$16M |
| 4 |
Renaissance Technologies
New York
|
-$15.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$5.99M |
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.