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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
LCGC
151
Legacy Capital Group California
California
$289K +$284K +3,255 New
RFC
152
Regions Financial Corp
Alabama
$285K -$12.1K -138 -4%
US Bancorp
153
US Bancorp
Minnesota
$284K -$105K -1,202 -27%
QCM
154
Quantinno Capital Management
New York
$280K +$9.88K +113 +4%
CP
155
Castleview Partners
Texas
$276K +$177K +2,025 +186%
TPCW
156
TD Private Client Wealth
New York
$275K +$85.5K +978 +46%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$270K +$253K +2,891 +1,890%
BIP
158
Brandes Investment Partners
California
$269K -$3.23K -37 -1%
FLPIM
159
F.L. Putnam Investment Management
Massachusetts
$268K +$264K +3,018 New
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$266K -$257K -2,938 -50%
NA
161
NewEdge Advisors
Louisiana
$263K -$107K -1,221 -29%
MML Investors Services
162
MML Investors Services
Massachusetts
$261K +$8.04K +92 +3%
CIM
163
Confluence Investment Management
Missouri
$258K +$1.75K +20 +0.7%
DOA
164
D'Orazio & Associates
Virginia
$258K +$19.9K +228 +9%
FTDI
165
First Trust Direct Indexing
Massachusetts
$253K -$1.49K -17 -0.6%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$248K
MM
167
MQS Management
New York
$246K -$333K -3,813 -58%
FPCP
168
Fort Point Capital Partners
California
$244K +$241K +2,754 New
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$243K -$2.27K -26 -0.9%
Cerity Partners
170
Cerity Partners
New York
$240K +$236K +2,705 New
Squarepoint
171
Squarepoint
New York
$230K +$226K +2,589 New
BWP
172
BSW Wealth Partners
Colorado
$227K +$7.17K +82 +3%
WFI
173
West Family Investments
California
$216K
FL
174
FreeGulliver LLC
Louisiana
$209K +$1.22K +14 +0.6%
TI
175
TrueMark Investments
Illinois
$202K -$64.3K -736 -24%

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.