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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
Simplex Trading
201
Simplex Trading
Illinois
$19K +$20.2K +244 New
FRA
202
Front Row Advisors
California
$16K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$13.6K -$4.3K -52 -23%
CT
204
Caldwell Trust
Florida
$12.5K +$13.1K +159 New
PP
205
PFS Partners
New Jersey
$10.6K
NFSG
206
Newbridge Financial Services Group
Florida
$5.88K
SIS
207
Sound Income Strategies
Florida
$5.49K +$5.79K +70 New
FHA
208
First Horizon Advisors
Tennessee
$5.1K +$1.32K +16 +33%
AF
209
Allworth Financial
California
$5.02K +$1.57K +19 +42%
MIM
210
Macroview Investment Management
Maryland
$4.71K
WB
211
Webster Bank
Connecticut
$4.71K
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$3.56K
BWL
213
Bogart Wealth LLC
Virginia
$3.53K
UB
214
UMB Bank
Missouri
$3.22K -$13.1K -158 -79%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$2.59K -$910 -11 -25%
JWA
216
JFS Wealth Advisors
Pennsylvania
$2.2K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2.2K
SS
218
Sunbelt Securities
Texas
$2.12K +$2.23K +27 New
CAM
219
ClariVest Asset Management
California
$2K
BIA
220
Bell Investment Advisors
California
$1.41K +$165 +2 +13%
OP
221
ORG Partners
Indiana
$1.41K -$53K -641 -97%
FGAM
222
Financial Gravity Asset Management
Texas
$1.37K -$5.38K -65 -78%
CPG
223
Cornerstone Planning Group
New Jersey
$1.18K
FFA
224
Farther Finance Advisors
California
$1.1K +$1.16K +14 New
HFS
225
Hantz Financial Services
Michigan
$1K

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.