Coca-Cola
1,940 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 657 increasing their positions, 885 reducing their positions, and 63 closing their positions.
47% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $812M
29% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 63
6% more capital invested
Capital invested by funds: $124B → $132B (+$7.63B)
0.33% more ownership
Funds ownership: 66.81% → 67.13% (+0.33%)
0% less funds holding
Funds holding: 1,941 → 1,940 (-1)
10% less funds holding in top 10
Funds holding in top 10: 84 → 76 (-8)
26% less repeat investments, than reductions
Existing positions increased: 657 | Existing positions reduced: 885
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.3B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$666M |
| 3 |
State Street
Boston,
Massachusetts
|
+$261M |
| 4 |
Renaissance Technologies
New York
|
+$185M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.85B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$379M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$240M |
| 4 |
N
Natixis
Paris,
France
|
-$144M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$119M |
KO Hedge Fund Activity: Q3 2018 in Review
1,940 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2018, worth a combined $132B — up 6.1% from $124B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new KO positions and 63 closed out — a net gain of 18 holders — while 657 added to existing stakes and 885 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.3B. The largest seller was Capital World Investors, cutting an estimated $1.85B.
- 1,940 institutional investors held Coca-Cola (KO) as of Q3 2018, down from 1,941 in Q2 2018.
- Funds reported $132B of Coca-Cola stock for Q3 2018, up 6.1% quarter-over-quarter.
- 81 funds opened new Coca-Cola positions in Q3 2018 and 63 closed out, a net change of +18 holders.
- The largest Coca-Cola buyer in Q3 2018 was Capital International Investors, an estimated $1.3B added.
- The largest Coca-Cola seller in Q3 2018 was Capital World Investors, an estimated $1.85B sold.
Based on aggregated 13F filings for Q3 2018.