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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
S
201
SignatureFD
Georgia
$54.9K -$26.5K -318 -35%
PA
202
Parallel Advisors
California
$54.8K +$20.7K +248 +75%
CP
203
Castleview Partners
Texas
$44.1K +$14.3K +172 +59%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.9K
HFM
205
Hartford Financial Management
Connecticut
$37.4K +$9.41K +113 +40%
LC
206
Lindbrook Capital
California
$31.2K +$833 +10 +3%
HSBC Holdings
207
HSBC Holdings
United Kingdom
$30.6K +$26.9K +323 New
EWA
208
EverSource Wealth Advisors
Alabama
$30.5K +$4.67K +56 +21%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$30K -$917 -11 -3%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$29K +$25.7K +308 New
GWS
211
Glassman Wealth Services
Virginia
$24.9K -$1.83K -22 -8%
CT
212
Caldwell Trust
Florida
$23.5K +$7.42K +89 +56%
ASN
213
Advisory Services Network
Georgia
$22.8K +$20.1K +241 New
NA
214
Nordwand Advisors
Pennsylvania
$20.2K +$17.7K +213 New
AT
215
Avalon Trust
New Mexico
$19.5K +$17.2K +206 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$15.7K -$667 -8 -5%
SAM
217
Smartleaf Asset Management
Massachusetts
$15.7K +$13.7K +165 New
PP
218
PFS Partners
New Jersey
$13K +$167 +2 +1%
GI
219
GAMMA Investing
California
$8.36K +$7.33K +88 New
BTI
220
Blue Trust Inc
Georgia
$8K -$26.2K -314 -77%
FHA
221
First Horizon Advisors
Tennessee
$7.48K +$1.17K +14 +22%
AF
222
Allworth Financial
California
$7.29K +$1.08K +13 +20%
SIS
223
Sound Income Strategies
Florida
$6.63K
PS
224
Principal Securities
Iowa
$5.96K +$5.25K +63 New
MIM
225
Macroview Investment Management
Maryland
$5.68K

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.