Coca-Cola
1,938 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 658 increasing their positions, 923 reducing their positions, and 105 closing their positions.
14% more call options, than puts
Call options by funds: $957M | Put options by funds: $838M
3% more funds holding in top 10
Funds holding in top 10: 88 → 91 (+3)
0.45% more ownership
Funds ownership: 66.48% → 66.92% (+0.45%)
5% less capital invested
Capital invested by funds: $130B → $124B (-$6.06B)
2% less funds holding
Funds holding: 1,977 → 1,938 (-39)
12% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 105
29% less repeat investments, than reductions
Existing positions increased: 658 | Existing positions reduced: 923
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$328M |
| 2 |
Lazard Asset Management
New York
|
+$316M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$315M |
| 4 |
JP Morgan Chase
New York
|
+$309M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$268M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$555M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$298M |
| 3 |
State Street
Boston,
Massachusetts
|
-$291M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$273M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$270M |
KO Hedge Fund Activity: Q1 2018 in Review
1,938 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2018, worth a combined $124B — down 4.7% from $130B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of KO and 92 opened new positions — a net loss of 13 holders — while 923 trimmed existing stakes and 658 added.
The largest buyer was Capital Research Global Investors, adding an estimated $328M. The largest seller was Franklin Resources, cutting an estimated $555M.
- 1,938 institutional investors held Coca-Cola (KO) as of Q1 2018, down from 1,977 in Q4 2017.
- Funds reported $124B of Coca-Cola stock for Q1 2018, down 4.7% quarter-over-quarter.
- 92 funds opened new Coca-Cola positions in Q1 2018 and 105 closed out, a net change of -13 holders.
- The largest Coca-Cola buyer in Q1 2018 was Capital Research Global Investors, an estimated $328M added.
- The largest Coca-Cola seller in Q1 2018 was Franklin Resources, an estimated $555M sold.
Based on aggregated 13F filings for Q1 2018.