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Coca-Cola Femsa

232 hedge funds and large institutions have $1.58B invested in Coca-Cola Femsa in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $716K

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0.28% less ownership

Funds ownership: 4.14%3.86% (-0.28%)

1% less funds holding

Funds holding: 235232 (-3)

18% less capital invested

Capital invested by funds: $1.92B → $1.58B (-$339M)

38% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 98

Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
37
Increased
61
Reduced
98
Closed
37
Calls
$3.79M
Puts
$716K
Net Calls
+$3.07M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$484M
TBC
2
Tweedy, Browne Co
Connecticut
$104M -$4.58M -55,535 -4%
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$95.5M +$13M +157,530 +15%
CM
4
Corvex Management
New York
$83M +$51.1M +619,931 +139%
JP Morgan Chase
5
JP Morgan Chase
New York
$53.5M -$9M -109,220 -14%
Goldman Sachs
6
Goldman Sachs
New York
$52.2M -$32.1M -390,074 -37%
Lazard Asset Management
7
Lazard Asset Management
New York
$47.5M -$586K -7,115 -1%
Bank of America
8
Bank of America
North Carolina
$44.1M -$9.12M -110,712 -16%
Macquarie Group
9
Macquarie Group
Australia
$41.6M +$122K +1,484 +0.3%
FWIA
10
Fort Washington Investment Advisors
Ohio
$40M -$727K -8,822 -2%
CCM
11
Cullen Capital Management
New York
$37M -$4.12M -49,999 -10%
Invesco
12
Invesco
Georgia
$32.8M -$27.3K -331 -0.1%
BlackRock
13
BlackRock
New York
$31.5M -$328K -3,978 -1%
Morgan Stanley
14
Morgan Stanley
New York
$25.8M -$29.1M -353,663 -52%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$25.2M +$745K +9,037 +3%
AOI
16
Auto-Owners Insurance
Michigan
$23.4M
Natixis Advisors
17
Natixis Advisors
Massachusetts
$18.8M +$387K +4,697 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$17.5M +$257K +3,120 +1%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.6M -$4.98M -60,483 -23%
PF
20
Phoenix Financial
Israel
$15.1M
Federated Hermes
21
Federated Hermes
Pennsylvania
$13.3M -$279K -3,392 -2%
Northern Trust
22
Northern Trust
Illinois
$13M +$7.32M +88,873 +114%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$11.1M -$557K -6,765 -5%
WC
24
Wexford Capital
Florida
$10.6M +$1.13M +13,688 +11%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$9.62M -$2.17M -26,390 -18%

KOF Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2024, worth a combined $1.58B — down 18% from $1.92B a quarter earlier.

Fund positioning in KOF was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 61 added to existing stakes and 98 trimmed.

The largest buyer was Corvex Management, adding an estimated $51.1M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $68.3M sold.

  • 232 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2024, down from 235 in Q3 2024.
  • Funds reported $1.58B of Coca-Cola Femsa stock for Q4 2024, down 18% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2024 was Corvex Management, an estimated $51.1M added.
  • The largest Coca-Cola Femsa seller in Q4 2024 was Itau Unibanco Holding S.A., an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2024.