Coca-Cola
1,573 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 597 increasing their positions, 698 reducing their positions, and 73 closing their positions.
7% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 73
1% less funds holding
Funds holding: 1,593 → 1,573 (-20)
1.67% less ownership
Funds ownership: 61% → 59.33% (-1.7%)
9% less capital invested
Capital invested by funds: $112B → $101B (-$10.2B)
14% less repeat investments, than reductions
Existing positions increased: 597 | Existing positions reduced: 698
16% less call options, than puts
Call options by funds: $818M | Put options by funds: $972M
16% less funds holding in top 10
Funds holding in top 10: 130 → 109 (-21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$249M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$197M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$169M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$128M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$779M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$421M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$414M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$356M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$269M |
KO Hedge Fund Activity: Q1 2014 in Review
1,573 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2014, worth a combined $101B — down 9.2% from $112B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of KO and 68 opened new positions — a net loss of 5 holders — while 698 trimmed existing stakes and 597 added.
The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was State Street, cutting an estimated $779M.
- 1,573 institutional investors held Coca-Cola (KO) as of Q1 2014, down from 1,593 in Q4 2013.
- Funds reported $101B of Coca-Cola stock for Q1 2014, down 9.2% quarter-over-quarter.
- 68 funds opened new Coca-Cola positions in Q1 2014 and 73 closed out, a net change of -5 holders.
- The largest Coca-Cola buyer in Q1 2014 was Vanguard Group, an estimated $249M added.
- The largest Coca-Cola seller in Q1 2014 was State Street, an estimated $779M sold.
Based on aggregated 13F filings for Q1 2014.