Coca-Cola Femsa
229 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, 73 increasing their positions, 84 reducing their positions, and 25 closing their positions.
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: 217 → 229 (+12)
4% more capital invested
Capital invested by funds: $1.84B → $1.91B (+$71.1M)
0.12% less ownership
Funds ownership: 4.48% → 4.37% (-0.12%)
13% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 84
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$70.4M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.75M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$6.57M |
| 4 |
JP Morgan Chase
New York
|
+$6.23M |
| 5 |
Millennium Management
New York
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$61.3M |
| 2 |
Renaissance Technologies
New York
|
-$19.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.2M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$9.87M |
| 5 |
TC
Taika Capital
Sunny Isles Beach,
Florida
|
-$9.17M |
KOF Hedge Fund Activity: Q2 2023 in Review
229 of the 6,383 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 73 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.
- 229 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2023, up from 217 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.