Coca-Cola
1,764 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 626 increasing their positions, 744 reducing their positions, and 94 closing their positions.
72% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 94
2% more funds holding
Funds holding: 1,723 → 1,764 (+41)
0.09% more ownership
Funds ownership: 64.8% → 64.89% (+0.09%)
1% less capital invested
Capital invested by funds: $117B → $116B (-$1.3B)
6% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.25B
1% less funds holding in top 10
Funds holding in top 10: 82 → 81 (-1)
16% less repeat investments, than reductions
Existing positions increased: 626 | Existing positions reduced: 744
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$835M |
| 2 |
AIG
American International Group
New York
|
+$421M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$270M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$218M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$556M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$399M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$371M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$284M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$261M |
KO Hedge Fund Activity: Q4 2016 in Review
1,764 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new KO positions and 94 closed out — a net gain of 68 holders — while 626 added to existing stakes and 744 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $835M. The largest seller was Capital Research Global Investors, cutting an estimated $556M.
- 1,764 institutional investors held Coca-Cola (KO) as of Q4 2016, up from 1,723 in Q3 2016.
- Funds reported $116B of Coca-Cola stock for Q4 2016, down 1.1% quarter-over-quarter.
- 162 funds opened new Coca-Cola positions in Q4 2016 and 94 closed out, a net change of +68 holders.
- The largest Coca-Cola buyer in Q4 2016 was Lazard Asset Management, an estimated $835M added.
- The largest Coca-Cola seller in Q4 2016 was Capital Research Global Investors, an estimated $556M sold.
Based on aggregated 13F filings for Q4 2016.