Coca-Cola
1,692 hedge funds and large institutions have $126B invested in Coca-Cola in 2015 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 570 increasing their positions, 746 reducing their positions, and 59 closing their positions.
156% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 59
34% more call options, than puts
Call options by funds: $1.41B | Put options by funds: $1.05B
7% more capital invested
Capital invested by funds: $117B → $126B (+$8.57B)
4% more funds holding
Funds holding: 1,620 → 1,692 (+72)
3% more funds holding in top 10
Funds holding in top 10: 120 → 124 (+4)
0.86% more ownership
Funds ownership: 63.87% → 64.73% (+0.86%)
24% less repeat investments, than reductions
Existing positions increased: 570 | Existing positions reduced: 746
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.03B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$582M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$344M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$320M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$622M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$453M |
| 3 |
AIG
American International Group
New York
|
-$321M |
| 4 |
SG Americas Securities
New York
|
-$307M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$215M |
KO Hedge Fund Activity: Q4 2015 in Review
1,692 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2015, worth a combined $126B — up 7.3% from $117B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new KO positions and 59 closed out — a net gain of 92 holders — while 570 added to existing stakes and 746 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.03B. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $622M sold.
- 1,692 institutional investors held Coca-Cola (KO) as of Q4 2015, up from 1,620 in Q3 2015.
- Funds reported $126B of Coca-Cola stock for Q4 2015, up 7.3% quarter-over-quarter.
- 151 funds opened new Coca-Cola positions in Q4 2015 and 59 closed out, a net change of +92 holders.
- The largest Coca-Cola buyer in Q4 2015 was Fidelity Investments, an estimated $1.03B added.
- The largest Coca-Cola seller in Q4 2015 was Americafirst Capital Management, an estimated $622M sold.
Based on aggregated 13F filings for Q4 2015.