Coca-Cola
1,654 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 546 increasing their positions, 777 reducing their positions, and 72 closing their positions.
35% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 72
33% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.14B
0.51% more ownership
Funds ownership: 61.91% → 62.43% (+0.51%)
0% more funds holding
Funds holding: 1,649 → 1,654 (+5)
13% less capital invested
Capital invested by funds: $127B → $110B (-$17B)
14% less funds holding in top 10
Funds holding in top 10: 118 → 101 (-17)
30% less repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 777
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$512M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$316M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$297M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$282M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$722M |
| 2 |
State Street
Boston,
Massachusetts
|
-$524M |
| 3 |
JP Morgan Chase
New York
|
-$386M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$238M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$175M |
KO Hedge Fund Activity: Q1 2015 in Review
1,654 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2015, worth a combined $110B — down 13% from $127B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new KO positions and 72 closed out — a net gain of 25 holders — while 546 added to existing stakes and 777 trimmed.
The largest buyer was Capital World Investors, adding an estimated $512M. The largest seller was Fidelity Investments, cutting an estimated $722M.
- 1,654 institutional investors held Coca-Cola (KO) as of Q1 2015, up from 1,649 in Q4 2014.
- Funds reported $110B of Coca-Cola stock for Q1 2015, down 13% quarter-over-quarter.
- 97 funds opened new Coca-Cola positions in Q1 2015 and 72 closed out, a net change of +25 holders.
- The largest Coca-Cola buyer in Q1 2015 was Capital World Investors, an estimated $512M added.
- The largest Coca-Cola seller in Q1 2015 was Fidelity Investments, an estimated $722M sold.
Based on aggregated 13F filings for Q1 2015.