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Coca-Cola Femsa

235 hedge funds and large institutions have $1.92B invested in Coca-Cola Femsa in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 99 increasing their positions, 72 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.46M | Put options by funds: $3.54M

38% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 72

5% more capital invested

Capital invested by funds: $1.83B → $1.92B (+$95.3M)

0.09% more ownership

Funds ownership: 4.05%4.14% (+0.09%)

9% less funds holding

Funds holding: 258235 (-23)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

46% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 46

Holders
235
Holders Change
-23
Holders Change %
-8.91%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
25
Increased
99
Reduced
72
Closed
46
Calls
$6.46M
Puts
$3.54M
Net Calls
+$2.93M
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$414K -$160K -1,829 -28%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$407K +$6.55K +75 +2%
CIC
128
Chase Investment Counsel
Virginia
$405K -$1.66K -19 -0.4%
VT
129
Vise Technologies
New York
$404K +$398K +4,553 New
CAM
130
Cresset Asset Management
Illinois
$395K +$15.6K +178 +4%
QCG
131
Quadrant Capital Group
Ohio
$392K -$9.18K -105 -2%
IP
132
Investment Partners
Ohio
$383K -$27.3K -312 -7%
Osaic Holdings
133
Osaic Holdings
Arizona
$382K -$168K -1,925 -31%
AP
134
Americana Partners
Texas
$368K +$18.6K +213 +5%
AFG
135
Atomi Financial Group
New York
$362K +$24K +275 +7%
XT
136
XTX Topco
Cayman Islands
$361K +$356K +4,074 New
EGM
137
Engineers Gate Manager
New York
$357K -$475K -5,430 -57%
AWS
138
Atria Wealth Solutions
New York
$332K +$101K +1,161 +45%
DC
139
Davenport & Co
Virginia
$322K +$20.3K +232 +7%
UBS AM
140
UBS AM
Illinois
$319K -$17.5K -200 -5%
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
$316K +$6.13M +70,182 New
CWM
142
Cornerstone Wealth Management
Missouri
$316K -$22.3K -255 -7%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$314K +$29.4K +336 +10%
LFA
144
Legacy Financial Advisors
Kentucky
$310K -$8.21K -94 -3%
BTI
145
Blue Trust Inc
Georgia
$305K +$269K +3,077 +644%
AssetMark Inc
146
AssetMark Inc
California
$295K -$7.87K -90 -3%
Citadel Advisors
147
Citadel Advisors
Florida
$294K -$89.1K -1,020 -24%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$290K -$79.2K -906 -22%
PPFA
149
Provida Pension Fund Administrator
Chile
$290K
PAS
150
Park Avenue Securities
New York
$289K -$22.7K -260 -7%

KOF Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2024, worth a combined $1.92B — up 5.2% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of KOF and 25 opened new positions — a net loss of 21 holders — while 72 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $33.1M. The largest seller was Phoenix Financial, cutting an estimated $27.5M.

  • 235 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2024, down from 258 in Q2 2024.
  • Funds reported $1.92B of Coca-Cola Femsa stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q3 2024 and 46 closed out, a net change of -21 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2024 was JP Morgan Chase, an estimated $33.1M added.
  • The largest Coca-Cola Femsa seller in Q3 2024 was Phoenix Financial, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.