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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
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$487M
TBC
2
Tweedy, Browne Co
Connecticut
$124M -$19.8M -239,466 -13%
Goldman Sachs
3
Goldman Sachs
New York
$96.5M +$9.76M +117,998 +11%
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$76.4M -$600K -7,261 -0.7%
PF
5
Phoenix Financial
Israel
$67.1M -$698K -8,435 -1%
CCM
6
Cullen Capital Management
New York
$58.4M +$4.03M +48,675 +7%
Bank of America
7
Bank of America
North Carolina
$58.1M +$2.69M +32,551 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$53.9M -$15.4M -186,200 -21%
Lazard Asset Management
9
Lazard Asset Management
New York
$49.4M -$2.51M -30,387 -5%
Macquarie Group
10
Macquarie Group
Australia
$48.8M +$375K +4,531 +0.7%
SCP
11
Seafarer Capital Partners
California
$48.8M
FWIA
12
Fort Washington Investment Advisors
Ohio
$45.7M
JP Morgan Chase
13
JP Morgan Chase
New York
$38.1M +$5.35M +64,746 +15%
CM
14
Corvex Management
New York
$36.4M +$38.4M +464,160 New
Morgan Stanley
15
Morgan Stanley
New York
$32.6M -$2.32M -28,081 -6%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$31.8M
BlackRock
17
BlackRock
New York
$24.8M -$1.6M -19,373 -6%
AOI
18
Auto-Owners Insurance
Michigan
$23.5M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$22.1M +$5.41M +65,407 +30%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$17.6M +$612K +7,402 +3%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$13.9M +$1.78M +21,532 +14%
SEI Investments
22
SEI Investments
Pennsylvania
$12.8M +$1.99M +24,017 +17%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$11.3M -$3.32M -40,095 -22%
UBS Group
24
UBS Group
Switzerland
$11.1M -$454K -5,487 -4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$10.6M +$280K +3,391 +3%

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.