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Coca-Cola

1,942 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 650 increasing their positions, 922 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 78

10% more call options, than puts

Call options by funds: $954M | Put options by funds: $870M

0% more capital invested

Capital invested by funds: $124B → $124B (+$561M)

0% more funds holding

Funds holding: 1,9381,942 (+4)

0.12% less ownership

Funds ownership: 66.92%66.81% (-0.12%)

8% less funds holding in top 10

Funds holding in top 10: 9184 (-7)

30% less repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 922

Holders
1,942
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.45%
Holding in Top 10
84
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.69%
% of All Funds
1.92%
New
101
Increased
650
Reduced
922
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Twin Capital Management
Pennsylvania
$16.9M +$86K +1,990 +0.5%
BF
327
BOK Financial
Oklahoma
$16.7M +$306K +7,092 +2%
BBHC
328
Brown Brothers Harriman & Co
New York
$16.5M -$335K -7,748 -2%
MIM
329
Marco Investment Management
Georgia
$16.4M -$218K -5,053 -1%
CEP
330
Chicago Equity Partners
Illinois
$16.3M -$456K -10,565 -3%
KWILP
331
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.3M +$3.81M +88,210 +31%
CP
332
Coho Partners
Pennsylvania
$16.2M +$918K +21,243 +6%
DF
333
Donoghue Forlines
Massachusetts
$16.2M -$1.29M -29,961 -8%
SAM
334
Silvercrest Asset Management
New York
$16.1M -$155K -3,583 -1%
WBC
335
Westpac Banking Corp
Australia
$16M
WB
336
WesBanco Bank
West Virginia
$15.9M -$205K -4,749 -1%
FMLI
337
Fukoku Mutual Life Insurance
Japan
$15.8M +$5.18M +120,000 +50%
6M
338
6 Meridian
Kansas
$15.7M +$30.5K +707 +0.2%
Jennison Associates
339
Jennison Associates
New York
$15.6M -$8.8M -203,785 -36%
CS
340
Candriam SCA
Luxembourg
$15.5M -$7.45M -172,394 -33%
NMERB
341
New Mexico Educational Retirement Board
New Mexico
$15.5M -$497K -11,500 -3%
ESBC
342
E.S. Barr & Co
Kentucky
$15M -$832K -19,270 -5%
BNP Paribas Asset Management
343
BNP Paribas Asset Management
France
$14.9M -$3.61M -83,528 -20%
MHC
344
Meyer Handelman Company
New York
$14.9M -$121K -2,800 -0.8%
Ninety One (UK)
345
Ninety One (UK)
United Kingdom
$14.8M -$7.63M -176,670 -34%
FWIA
346
Fort Washington Investment Advisors
Ohio
$14.8M -$549K -12,707 -4%
HIMC
347
Heritage Investors Management Corp
Maryland
$14.8M +$340K +7,876 +2%
CBOA
348
Commonwealth Bank of Australia
Australia
$14.7M +$2.01M +46,422 +16%
CAI
349
Capital Advisors Inc
Oklahoma
$14.6M -$159K -3,673 -1%
AG
350
Advisor Group
Arizona
$14.5M -$1.3M -29,984 -8%

KO Hedge Fund Activity: Q2 2018 in Review

1,942 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2018, worth a combined $124B — up 0.45% from $124B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new KO positions and 78 closed out — a net gain of 23 holders — while 650 added to existing stakes and 922 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $785M. The largest seller was Capital World Investors, cutting an estimated $754M.

  • 1,942 institutional investors held Coca-Cola (KO) as of Q2 2018, up from 1,938 in Q1 2018.
  • Funds reported $124B of Coca-Cola stock for Q2 2018, up 0.45% quarter-over-quarter.
  • 101 funds opened new Coca-Cola positions in Q2 2018 and 78 closed out, a net change of +23 holders.
  • The largest Coca-Cola buyer in Q2 2018 was JP Morgan Chase, an estimated $785M added.
  • The largest Coca-Cola seller in Q2 2018 was Capital World Investors, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2018.