We are live on ! Find out more
KOF icon

Coca-Cola Femsa
KOF

230 hedge funds and large institutions have $1.91B invested in Coca-Cola Femsa in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $9.73M | Put options by funds: $2.02M

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

6% more funds holding

Funds holding: 218 → 230 (+12)

4% more capital invested

Capital invested by funds: $1.84B → $1.91B (+$71.4M)

0.12% less ownership

Funds ownership: 4.48% → 4.37% (-0.12%)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
230
Holders Change
+12
Holders Change %
+5.5%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
37
Increased
74
Reduced
84
Closed
25
Calls
$9.73M
Puts
$2.02M
Net Calls
+$7.71M
Net Calls Change
-$4.86M

Top Buyers

1
PF
Phoenix Financial
Israel
+$70.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.75M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$6.57M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.23M
5
Millennium Management
Millennium Management
New York
+$5.78M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$19.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$14.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$9.87M
5
TC
Taika Capital
Florida
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
201
UMB Bank
Missouri
$16.6K – – –
Bessemer Group
202
Bessemer Group
New Jersey
$14K – – –
PP
203
PFS Partners
New Jersey
$11.2K +$11.6K +135 New
FGAM
204
Financial Gravity Asset Management
Texas
$10.5K +$257 +3 +4%
SWM
205
Spire Wealth Management
Virginia
$8.66K -$3.17K -37 -26%
CG
206
Cutler Group
California
$8K +$8.57K +100 New
NFSG
207
Newbridge Financial Services Group
Florida
$6.25K +$6.42K +75 New
MIM
208
Macroview Investment Management
Maryland
$5K +$5.14K +60 New
WB
209
Webster Bank
Connecticut
$5K +$5.14K +60 New
Barclays
210
Barclays
United Kingdom
$4.17K +$4.28K +50 New
FHA
211
First Horizon Advisors
Tennessee
$4.08K – – –
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$3.83K – – –
BWL
213
Bogart Wealth LLC
Virginia
$3.75K – – –
AF
214
Allworth Financial
California
$3.75K +$771 +9 +25%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3.67K – – –
JWA
216
JFS Wealth Advisors
Pennsylvania
$2.33K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2.33K – – –
CAM
218
ClariVest Asset Management
California
$2K -$942 -11 -28%
HI
219
Harbour Investments
Wisconsin
$1.42K +$1.46K +17 New
BIA
220
Bell Investment Advisors
California
$1.33K +$514 +6 +60%
CPG
221
Cornerstone Planning Group
New Jersey
$1.25K +$1.28K +15 New
AWM
222
Atticus Wealth Management
Florida
$1.17K +$1.2K +14 New
TAIM
223
TD Ameritrade Investment Management
Nebraska
$1K -$2.74K -32 -65%
HFS
224
Hantz Financial Services
Michigan
$1K -$1.28K -15 -50%
VCM
225
Versant Capital Management
Arizona
$1K – – –
7 8
9
10 11

KOF Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2023, worth a combined $1.91B — up 3.9% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 25 closed out — a net gain of 12 holders — while 74 added to existing stakes and 84 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $70.4M. The largest seller was Envestnet Asset Management, cutting an estimated $61.3M.

  • 230 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2023, up from 218 in Q1 2023.
  • Funds reported $1.91B of Coca-Cola Femsa stock for Q2 2023, up 3.9% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q2 2023 and 25 closed out, a net change of +12 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2023 was Phoenix Financial, an estimated $70.4M added.
  • The largest Coca-Cola Femsa seller in Q2 2023 was Envestnet Asset Management, an estimated $61.3M sold.

Based on aggregated 13F filings for Q2 2023.