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Coca-Cola Europacific Partners

358 hedge funds and large institutions have $5.1B invested in Coca-Cola Europacific Partners in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $9.24M

4% more capital invested

Capital invested by funds: $4.9B → $5.1B (+$195M)

0.96% more ownership

Funds ownership: 28.58%29.54% (+0.96%)

1% less funds holding

Funds holding: 361358 (-3)

2% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 57

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
358
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
56
Increased
110
Reduced
139
Closed
57
Calls
$12.5M
Puts
$9.24M
Net Calls
+$3.21M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$507M +$372M +9,478,194 +239%
BlackRock
2
BlackRock
New York
$432M -$28.5M -727,602 -6%
Artisan Partners
3
Artisan Partners
Wisconsin
$208M +$204M +5,212,850 +1,795%
Boston Partners
4
Boston Partners
Massachusetts
$207M +$37.7M +961,887 +21%
Capital World Investors
5
Capital World Investors
California
$205M -$541M -13,781,886 -72%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$201M +$35.9M +916,195 +21%
State Street
7
State Street
Massachusetts
$181M -$20.2M -513,806 -10%
CCM
8
Causeway Capital Management
California
$168M +$50.8M +1,294,229 +41%
PCM
9
Polaris Capital Management
Massachusetts
$128M +$133M +3,381,918 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$116M -$2.12M -54,166 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$116M -$19.6M -499,659 -14%
Norges Bank
12
Norges Bank
Norway
$111M +$9.27M +236,361 +10%
EIP
13
Epoch Investment Partners
New York
$90.3M -$3.34M -85,160 -3%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$77.2M +$50.8M +1,295,098 +173%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$77.1M -$8.93M -227,600 -10%
Fidelity International
16
Fidelity International
Bermuda
$76.2M +$23.2M +592,119 +42%
Legal & General Group
17
Legal & General Group
United Kingdom
$69.8M -$3.23M -82,468 -4%
Northern Trust
18
Northern Trust
Illinois
$68.9M -$4.52M -115,344 -6%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$64.8M +$1.76M +44,757 +3%
UBS AM
20
UBS AM
Illinois
$64.3M -$6.04M -153,956 -8%
MAMU
21
Marathon Asset Management (UK)
United Kingdom
$64M -$4.52M -115,331 -6%
Wells Fargo
22
Wells Fargo
California
$62.6M -$37.1M -945,552 -36%
Renaissance Technologies
23
Renaissance Technologies
New York
$61.7M +$50.8M +1,294,522 +383%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$59.6M +$13.3M +339,420 +27%
AAMU
25
Amundi Asset Management US
Massachusetts
$56.8M -$10.8M -275,960 -16%

CCEP Hedge Fund Activity: Q2 2020 in Review

358 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Europacific Partners (CCEP) for Q2 2020, worth a combined $5.1B — up 4% from $4.9B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of CCEP and 56 opened new positions — a net loss of 1 holder — while 139 trimmed existing stakes and 110 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $372M. The largest seller was Capital World Investors, cutting an estimated $541M.

  • 358 institutional investors held Coca-Cola Europacific Partners (CCEP) as of Q2 2020, down from 361 in Q1 2020.
  • Funds reported $5.1B of Coca-Cola Europacific Partners stock for Q2 2020, up 4% quarter-over-quarter.
  • 56 funds opened new Coca-Cola Europacific Partners positions in Q2 2020 and 57 closed out, a net change of -1 holder.
  • The largest Coca-Cola Europacific Partners buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $372M added.
  • The largest Coca-Cola Europacific Partners seller in Q2 2020 was Capital World Investors, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2020.