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Coca-Cola Femsa

267 hedge funds and large institutions have $2.07B invested in Coca-Cola Femsa in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $6.71M | Put options by funds: $1.72M

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 249267 (+18)

0.25% less ownership

Funds ownership: 4.31%4.07% (-0.25%)

4% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$77.1M)

11% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 98

Holders
267
Holders Change
+18
Holders Change %
+7.23%
% of All Funds
3.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
87
Reduced
98
Closed
19
Calls
$6.71M
Puts
$1.72M
Net Calls
+$4.99M
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$604M
TBC
2
Tweedy, Browne Co
Connecticut
$143M -$10M -104,895 -7%
Goldman Sachs
3
Goldman Sachs
New York
$127M -$2.12M -22,144 -2%
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$95.2M +$664K +6,943 +0.7%
PF
5
Phoenix Financial
Israel
$81.4M -$2.41M -25,211 -3%
Macquarie Group
6
Macquarie Group
Australia
$60.5M -$36.4K -380 -0.1%
Bank of America
7
Bank of America
North Carolina
$54.1M -$13.7M -142,983 -20%
CM
8
Corvex Management
New York
$53.7M -$10.3M -107,492 -16%
CCM
9
Cullen Capital Management
New York
$52.2M +$17.6M +183,602 +52%
FWIA
10
Fort Washington Investment Advisors
Ohio
$52.2M -$3.63M -37,986 -7%
Lazard Asset Management
11
Lazard Asset Management
New York
$51.7M -$11.3M -118,439 -18%
JP Morgan Chase
12
JP Morgan Chase
New York
$48.2M +$7.04M +73,588 +17%
IUHSA
13
Itau Unibanco Holding S.A.
Brazil
$41.8M -$4.48M -46,799 -9%
Morgan Stanley
14
Morgan Stanley
New York
$35.7M -$36.7M -384,091 -51%
Renaissance Technologies
15
Renaissance Technologies
New York
$30.3M -$18.4M -192,500 -38%
AOI
16
Auto-Owners Insurance
Michigan
$29.2M
First Eagle Investment Management
17
First Eagle Investment Management
New York
$29M -$4M -41,816 -12%
Invesco
18
Invesco
Georgia
$23.8M +$21.7M +226,962 +1,248%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$22.4M -$234K -2,443 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21M -$6.05M -63,231 -23%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$17.1M -$273K -2,855 -2%
SEI Investments
22
SEI Investments
Pennsylvania
$15.1M +$1.14M +11,949 +8%
UBS Group
23
UBS Group
Switzerland
$14.2M +$199K +2,079 +1%
Millennium Management
24
Millennium Management
New York
$13.9M +$1.26M +13,188 +10%
BlackRock
25
BlackRock
New York
$13.8M -$8.37M -87,446 -38%

KOF Hedge Fund Activity: Q1 2024 in Review

267 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2024, worth a combined $2.07B — down 3.6% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KOF positions and 19 closed out — a net gain of 19 holders — while 87 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $21.7M. The largest seller was Seafarer Capital Partners, cutting an estimated $48.8M.

  • 267 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2024, up from 249 in Q4 2023.
  • Funds reported $2.07B of Coca-Cola Femsa stock for Q1 2024, down 3.6% quarter-over-quarter.
  • 38 funds opened new Coca-Cola Femsa positions in Q1 2024 and 19 closed out, a net change of +19 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2024 was Invesco, an estimated $21.7M added.
  • The largest Coca-Cola Femsa seller in Q1 2024 was Seafarer Capital Partners, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2024.