We are live on ! Find out more
KOF icon

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
RFC
151
Regions Financial Corp
Alabama
$314K +$1.08K +13 +0.4%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$312K -$2.67K -32 -1%
CWP
153
Curated Wealth Partners
California
$311K
PPFA
154
Provida Pension Fund Administrator
Chile
$309K
CWM
155
Cornerstone Wealth Management
Missouri
$306K +$270K +3,236 New
MML Investors Services
156
MML Investors Services
Massachusetts
$306K +$12.6K +151 +5%
CA
157
Cetera Advisors
Colorado
$304K -$1.42K -17 -0.5%
FTDI
158
First Trust Direct Indexing
Massachusetts
$300K +$1.08K +13 +0.4%
CG
159
Caprock Group
Idaho
$288K -$16.2K -195 -6%
LCGC
160
Legacy Capital Group California
California
$287K -$1.67K -20 -0.7%
CA
161
Claro Advisors
Massachusetts
$284K +$2.75K +33 +1%
NA
162
NewEdge Advisors
Louisiana
$277K +$254K +3,054 New
FIM
163
Freedom Investment Management
Connecticut
$271K +$238K +2,860 New
EGM
164
Engineers Gate Manager
New York
$267K -$118K -1,418 -33%
PA
165
Profund Advisors
Maryland
$266K +$20.6K +247 +10%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$262K -$27.2K -327 -11%
IRC
167
Investors Research Corp
Georgia
$260K
DTL
168
Dynamic Technology Lab
Singapore
$260K +$229K +2,749 New
HF
169
HRT Financial
New York
$259K +$229K +2,743 New
WI
170
WrapManager Inc
California
$259K -$3.83K -46 -2%
CIM
171
Confluence Investment Management
Missouri
$256K -$24.3K -292 -10%
AP
172
Americana Partners
Texas
$244K +$215K +2,576 New
HSA
173
HBK Sorce Advisory
Pennsylvania
$241K +$212K +2,545 New
DOA
174
D'Orazio & Associates
Virginia
$238K +$210K +2,519 New
SC
175
Savant Capital
Illinois
$236K +$208K +2,498 New

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.