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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
SAI
176
Systematic Alpha Investments
New Jersey
$149K +$157K +1,900 New
IWP
177
Icon Wealth Partners
Texas
$139K -$19.7K -238 -12%
CAL
178
Capital Analysts LLC
Pennsylvania
$115K
NS
179
NBC Securities
Alabama
$105K +$111K +1,342 New
TPCW
180
TD Private Client Wealth
New York
$103K +$109K +1,313 New
WSCM
181
Wellington Shields Capital Management
New York
$98K
BAM
182
Byrne Asset Management
New Jersey
$96K -$101K -1,225 Closed
CA
183
Centerpoint Advisors
Massachusetts
$85K
S
184
SignatureFD
Georgia
$70.4K +$24.3K +294 +49%
IA
185
IFP Advisors
Florida
$66.7K -$106K -1,280 -60%
Legal & General Group
186
Legal & General Group
United Kingdom
$55K
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$50.2K
ACM
188
Aquatic Capital Management
Illinois
$47K -$546K -6,600 -92%
BTI
189
Blue Trust Inc
Georgia
$34K -$5.29K -64 -14%
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.4K -$8.27K -100 -20%
PA
191
Parallel Advisors
California
$26K +$7.77K +94 +40%
LC
192
Lindbrook Capital
California
$25.1K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$25K +$10.3K +124 +62%
CP
194
Castleview Partners
Texas
$23.1K +$4.13K +50 +20%
GWS
195
Glassman Wealth Services
Virginia
$22.4K
HFM
196
Hartford Financial Management
Connecticut
$22.1K +$23.3K +282 New
Fidelity Investments
197
Fidelity Investments
Massachusetts
$21.9K -$17.9K -217 -44%
EWA
198
EverSource Wealth Advisors
Alabama
$20.9K -$992 -12 -4%
TRCT
199
Tower Research Capital (TRC)
New York
$20.6K -$135K -1,634 -86%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$19.5K -$1.76M -21,319 -99%

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.