Coca-Cola
2,098 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 887 reducing their positions, and 84 closing their positions.
43% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 84
27% more call options, than puts
Call options by funds: $1.64B | Put options by funds: $1.3B
14% more funds holding in top 10
Funds holding in top 10: 76 → 87 (+11)
10% more capital invested
Capital invested by funds: $136B → $149B (+$13.4B)
1.03% more ownership
Funds ownership: 67.75% → 68.78% (+1%)
1% more funds holding
Funds holding: 2,087 → 2,098 (+11)
10% less repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 887
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.58B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$539M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$321M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$298M |
| 5 |
Morgan Stanley
New York
|
+$267M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$353M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$233M |
| 3 |
Renaissance Technologies
New York
|
-$162M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$141M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$123M |
KO Hedge Fund Activity: Q2 2019 in Review
2,098 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2019, worth a combined $149B — up 9.9% from $136B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new KO positions and 84 closed out — a net gain of 36 holders — while 797 added to existing stakes and 887 trimmed.
The largest buyer was Nuveen, adding an estimated $1.58B. The largest seller was Capital World Investors, cutting an estimated $353M.
- 2,098 institutional investors held Coca-Cola (KO) as of Q2 2019, up from 2,087 in Q1 2019.
- Funds reported $149B of Coca-Cola stock for Q2 2019, up 9.9% quarter-over-quarter.
- 120 funds opened new Coca-Cola positions in Q2 2019 and 84 closed out, a net change of +36 holders.
- The largest Coca-Cola buyer in Q2 2019 was Nuveen, an estimated $1.58B added.
- The largest Coca-Cola seller in Q2 2019 was Capital World Investors, an estimated $353M sold.
Based on aggregated 13F filings for Q2 2019.