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Coca-Cola Femsa

249 hedge funds and large institutions have $2.15B invested in Coca-Cola Femsa in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.12M

120% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $1.79B → $2.15B (+$364M)

9% more funds holding

Funds holding: 229249 (+20)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.03% less ownership

Funds ownership: 4.34%4.31% (-0.03%)

Holders
249
Holders Change
+20
Holders Change %
+8.73%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
86
Reduced
79
Closed
20
Calls
$6.5M
Puts
$1.12M
Net Calls
+$5.38M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
126
Raymond James Financial Services Advisors
Florida
$490K +$45.2K +543 +12%
BIP
127
Brandes Investment Partners
California
$482K +$24.5K +294 +6%
DC
128
Davenport & Co
Virginia
$479K -$185K -2,226 -31%
RC
129
RBF Capital
California
$473K
BRWA
130
B. Riley Wealth Advisors
Florida
$443K +$23.8K +286 +7%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$432K -$667 -8 -0.2%
IP
132
Investment Partners
Ohio
$425K -$80.8K -970 -18%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$423K -$9.91K -119 -3%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$417K +$43.7K +524 +14%
CIC
135
Chase Investment Counsel
Virginia
$402K +$354K +4,249 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$385K +$319K +3,824 +1,542%
KCM
137
Kathmere Capital Management
Pennsylvania
$385K +$117K +1,407 +53%
AFG
138
Atomi Financial Group
New York
$377K +$332K +3,984 New
CAM
139
Covenant Asset Management
New Jersey
$376K +$331K +3,972 New
QCG
140
Quadrant Capital Group
Ohio
$375K -$1K -12 -0.3%
BWP
141
BSW Wealth Partners
Colorado
$368K +$6.58K +79 +2%
AIM
142
Alhambra Investment Management
Florida
$351K -$40.8K -490 -12%
HighTower Advisors
143
HighTower Advisors
Illinois
$350K +$6.83K +82 +2%
SMDAM
144
Sumitomo Mitsui DS Asset Management
Japan
$344K
AssetMark Inc
145
AssetMark Inc
California
$338K -$2.67K -32 -0.9%
PAS
146
Park Avenue Securities
New York
$331K +$2.67K +32 +0.9%
LFA
147
Legacy Financial Advisors
Kentucky
$330K +$50.1K +601 +21%
US Bancorp
148
US Bancorp
Minnesota
$326K +$117K +1,407 +69%
MCC
149
Malaga Cove Capital
California
$326K +$287K +3,442 New
BL
150
Balentine LLC
Georgia
$323K +$28.4K +341 +11%

KOF Hedge Fund Activity: Q4 2023 in Review

249 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2023, worth a combined $2.15B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KOF positions and 20 closed out — a net gain of 24 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $31.5M. The largest seller was Cullen Capital Management, cutting an estimated $32.6M.

  • 249 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2023, up from 229 in Q3 2023.
  • Funds reported $2.15B of Coca-Cola Femsa stock for Q4 2023, up 20% quarter-over-quarter.
  • 44 funds opened new Coca-Cola Femsa positions in Q4 2023 and 20 closed out, a net change of +24 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2023 was Itau Unibanco Holding S.A., an estimated $31.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2023 was Cullen Capital Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2023.