Coca-Cola
2,120 hedge funds and large institutions have $160B invested in Coca-Cola in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 830 increasing their positions, 894 reducing their positions, and 71 closing their positions.
54% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 71
25% more funds holding in top 10
Funds holding in top 10: 87 → 109 (+22)
25% more call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.22B
7% more capital invested
Capital invested by funds: $149B → $160B (+$10.7B)
1% more funds holding
Funds holding: 2,098 → 2,120 (+22)
0.12% less ownership
Funds ownership: 68.78% → 68.66% (-0.12%)
7% less repeat investments, than reductions
Existing positions increased: 830 | Existing positions reduced: 894
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$577M |
| 2 |
Morgan Stanley
New York
|
+$451M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$244M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$223M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$418M |
| 2 |
ClearBridge Investments
New York
|
-$417M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$277M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$267M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$255M |
KO Hedge Fund Activity: Q3 2019 in Review
2,120 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2019, worth a combined $160B — up 7.1% from $149B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new KO positions and 71 closed out — a net gain of 38 holders — while 830 added to existing stakes and 894 trimmed.
The largest buyer was BlackRock, adding an estimated $577M. The largest seller was Capital World Investors, cutting an estimated $418M.
- 2,120 institutional investors held Coca-Cola (KO) as of Q3 2019, up from 2,098 in Q2 2019.
- Funds reported $160B of Coca-Cola stock for Q3 2019, up 7.1% quarter-over-quarter.
- 109 funds opened new Coca-Cola positions in Q3 2019 and 71 closed out, a net change of +38 holders.
- The largest Coca-Cola buyer in Q3 2019 was BlackRock, an estimated $577M added.
- The largest Coca-Cola seller in Q3 2019 was Capital World Investors, an estimated $418M sold.
Based on aggregated 13F filings for Q3 2019.