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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
SA
176
Shilanski & Associates
Alaska
$234K -$10.5K -126 -5%
WFI
177
West Family Investments
California
$230K +$203K +2,434 New
CAWM
178
Capital Advisors Wealth Management
Washington
$226K +$199K +2,390 New
Cerity Partners
179
Cerity Partners
New York
$224K +$198K +2,372 New
WSC
180
Wellington Shields & Co
New York
$218K
ACA
181
Atlas Capital Advisors
Wyoming
$212K
BP
182
Ballentine Partners
Massachusetts
$209K +$184K +2,211 New
MOS
183
MGO One Seven
Ohio
$208K +$184K +2,203 New
QCM
184
Quantinno Capital Management
New York
$201K +$177K +2,120 New
New York State Common Retirement Fund
185
New York State Common Retirement Fund
New York
$195K -$45.2K -542 -21%
IWA
186
Icon Wealth Advisors
Texas
$152K +$134K +1,603 New
TPCW
187
TD Private Client Wealth
New York
$146K +$18.8K +226 +17%
CAL
188
Capital Analysts LLC
Pennsylvania
$139K
NS
189
NBC Securities
Alabama
$127K +$167 +2 +0.1%
BAM
190
Byrne Asset Management
New Jersey
$122K
CA
191
Centerpoint Advisors
Massachusetts
$105K +$1.58K +19 +2%
SWS
192
SYSTM Wealth Solutions
Illinois
$84K +$74K +888 New
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$82.5K -$718K -8,613 -91%
TRCT
194
Tower Research Capital (TRC)
New York
$73K +$42.4K +509 +194%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$72.6K +$40.7K +489 +175%
WSCM
196
Wellington Shields Capital Management
New York
$71K -$41.7K -500 -40%
Amundi
197
Amundi
France
$67.7K +$62.5K +750 New
Legal & General Group
198
Legal & General Group
United Kingdom
$66.2K
IA
199
IFP Advisors
Florida
$61.5K -$16.7K -200 -24%
CLOS
200
Compagnie Lombard Odier SCmA
Switzerland
$60.6K

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.