Coca-Cola
1,582 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 557 increasing their positions, 738 reducing their positions, and 61 closing their positions.
28% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 61
13% more capital invested
Capital invested by funds: $101B → $115B (+$13.3B)
11% more funds holding in top 10
Funds holding in top 10: 109 → 121 (+12)
1.94% more ownership
Funds ownership: 59.33% → 61.27% (+1.9%)
5% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.01B
1% more funds holding
Funds holding: 1,573 → 1,582 (+9)
25% less repeat investments, than reductions
Existing positions increased: 557 | Existing positions reduced: 738
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.75B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.33B |
| 3 |
JP Morgan Chase
New York
|
+$486M |
| 4 |
State Street
Boston,
Massachusetts
|
+$250M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$259M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$140M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$132M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$130M |
KO Hedge Fund Activity: Q2 2014 in Review
1,582 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2014, worth a combined $115B — up 13% from $101B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new KO positions and 61 closed out — a net gain of 17 holders — while 557 added to existing stakes and 738 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.75B. The largest seller was Montag & Caldwell, cutting an estimated $259M.
- 1,582 institutional investors held Coca-Cola (KO) as of Q2 2014, up from 1,573 in Q1 2014.
- Funds reported $115B of Coca-Cola stock for Q2 2014, up 13% quarter-over-quarter.
- 78 funds opened new Coca-Cola positions in Q2 2014 and 61 closed out, a net change of +17 holders.
- The largest Coca-Cola buyer in Q2 2014 was Capital World Investors, an estimated $1.75B added.
- The largest Coca-Cola seller in Q2 2014 was Montag & Caldwell, an estimated $259M sold.
Based on aggregated 13F filings for Q2 2014.