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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
CWP
151
Curated Wealth Partners
California
$258K -$76.2K -921 -22%
PPFA
152
Provida Pension Fund Administrator
Chile
$256K
APG Asset Management
153
APG Asset Management
Netherlands
$256K -$2.19M -26,500 -89%
CG
154
Caprock Group
Idaho
$254K -$75.5K -913 -22%
CA
155
Cetera Advisors
Colorado
$253K -$355K -4,290 -57%
QWM
156
QP Wealth Management
New Jersey
$252K -$9.76K -118 -4%
FTDI
157
First Trust Direct Indexing
Massachusetts
$248K -$48.2K -583 -16%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$243K +$256K +3,099 New
MML Investors Services
159
MML Investors Services
Massachusetts
$242K +$5.13K +62 +2%
BL
160
Balentine LLC
Georgia
$241K +$5.62K +68 +2%
LCGC
161
Legacy Capital Group California
California
$239K +$252K +3,048 New
CIM
162
Confluence Investment Management
Missouri
$235K +$248K +2,997 New
CA
163
Claro Advisors
Massachusetts
$232K +$245K +2,964 New
LFA
164
Legacy Financial Advisors
Kentucky
$226K +$238K +2,881 New
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$225K -$1.45M -17,554 -86%
WI
166
WrapManager Inc
California
$218K -$5.46K -66 -2%
IRC
167
Investors Research Corp
Georgia
$216K
KCM
168
Kathmere Capital Management
Pennsylvania
$208K +$220K +2,658 New
New York State Common Retirement Fund
169
New York State Common Retirement Fund
New York
$204K +$75.9K +918 +54%
SA
170
Shilanski & Associates
Alaska
$204K +$165 +2 +0.1%
Deutsche Bank
171
Deutsche Bank
Germany
$203K -$4.66M -56,410 -96%
PA
172
Profund Advisors
Maryland
$201K -$44.1K -533 -17%
WSC
173
Wellington Shields & Co
New York
$180K
ACA
174
Atlas Capital Advisors
Wyoming
$176K -$21.8K -264 -11%
US Bancorp
175
US Bancorp
Minnesota
$160K -$41.3K -500 -20%

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.