Coca-Cola
1,745 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 642 increasing their positions, 741 reducing their positions, and 66 closing their positions.
64% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 66
29% more call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.14B
2% more funds holding
Funds holding: 1,719 → 1,745 (+26)
1% less capital invested
Capital invested by funds: $130B → $128B (-$1.92B)
1.23% less ownership
Funds ownership: 66.43% → 65.2% (-1.2%)
11% less funds holding in top 10
Funds holding in top 10: 127 → 113 (-14)
13% less repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 741
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$290M |
| 2 |
Morgan Stanley
New York
|
+$269M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$248M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$176M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$2.05B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$743M |
| 3 |
Renaissance Technologies
New York
|
-$225M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$200M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$180M |
KO Hedge Fund Activity: Q2 2016 in Review
1,745 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2016, worth a combined $128B — down 1.5% from $130B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new KO positions and 66 closed out — a net gain of 42 holders — while 642 added to existing stakes and 741 trimmed.
The largest buyer was Franklin Resources, adding an estimated $290M. The largest seller was Royal London Asset Management, cutting an estimated $2.05B.
- 1,745 institutional investors held Coca-Cola (KO) as of Q2 2016, up from 1,719 in Q1 2016.
- Funds reported $128B of Coca-Cola stock for Q2 2016, down 1.5% quarter-over-quarter.
- 108 funds opened new Coca-Cola positions in Q2 2016 and 66 closed out, a net change of +42 holders.
- The largest Coca-Cola buyer in Q2 2016 was Franklin Resources, an estimated $290M added.
- The largest Coca-Cola seller in Q2 2016 was Royal London Asset Management, an estimated $2.05B sold.
Based on aggregated 13F filings for Q2 2016.