Coca-Cola
1,722 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 647 increasing their positions, 739 reducing their positions, and 75 closing their positions.
9% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.18B
0.41% less ownership
Funds ownership: 65.2% → 64.8% (-0.41%)
3% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 75
1% less funds holding
Funds holding: 1,744 → 1,722 (-22)
8% less capital invested
Capital invested by funds: $128B → $117B (-$10.5B)
12% less repeat investments, than reductions
Existing positions increased: 647 | Existing positions reduced: 739
27% less funds holding in top 10
Funds holding in top 10: 113 → 82 (-31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$937M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$296M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$236M |
| 4 |
Morgan Stanley
New York
|
+$224M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$918M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$755M |
| 3 |
JP Morgan Chase
New York
|
-$711M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$367M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$246M |
KO Hedge Fund Activity: Q3 2016 in Review
1,722 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2016, worth a combined $117B — down 8.2% from $128B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of KO and 73 opened new positions — a net loss of 2 holders — while 739 trimmed existing stakes and 647 added.
The largest buyer was Franklin Resources, adding an estimated $937M. The largest seller was Suntrust Banks, cutting an estimated $918M.
- 1,722 institutional investors held Coca-Cola (KO) as of Q3 2016, down from 1,744 in Q2 2016.
- Funds reported $117B of Coca-Cola stock for Q3 2016, down 8.2% quarter-over-quarter.
- 73 funds opened new Coca-Cola positions in Q3 2016 and 75 closed out, a net change of -2 holders.
- The largest Coca-Cola buyer in Q3 2016 was Franklin Resources, an estimated $937M added.
- The largest Coca-Cola seller in Q3 2016 was Suntrust Banks, an estimated $918M sold.
Based on aggregated 13F filings for Q3 2016.