Coca-Cola
1,591 hedge funds and large institutions have $112B invested in Coca-Cola in 2013 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 606 increasing their positions, 628 reducing their positions, and 49 closing their positions.
300% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 49
9% more funds holding in top 10
Funds holding in top 10: 119 → 130 (+11)
9% more funds holding
Funds holding: 1,463 → 1,591 (+128)
2% more capital invested
Capital invested by funds: $109B → $112B (+$2.51B)
0.42% more ownership
Funds ownership: 60.58% → 61% (+0.42%)
4% less repeat investments, than reductions
Existing positions increased: 606 | Existing positions reduced: 628
33% less call options, than puts
Call options by funds: $981M | Put options by funds: $1.47B
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$577M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$278M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$164M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$152M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$146M |
KO Hedge Fund Activity: Q4 2013 in Review
1,591 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2013, worth a combined $112B — up 2.3% from $109B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new KO positions and 49 closed out — a net gain of 147 holders — while 606 added to existing stakes and 628 trimmed.
The largest buyer was Northern Trust, adding an estimated $488M. The largest seller was JP Morgan Chase, cutting an estimated $577M.
- 1,591 institutional investors held Coca-Cola (KO) as of Q4 2013, up from 1,463 in Q3 2013.
- Funds reported $112B of Coca-Cola stock for Q4 2013, up 2.3% quarter-over-quarter.
- 196 funds opened new Coca-Cola positions in Q4 2013 and 49 closed out, a net change of +147 holders.
- The largest Coca-Cola buyer in Q4 2013 was Northern Trust, an estimated $488M added.
- The largest Coca-Cola seller in Q4 2013 was JP Morgan Chase, an estimated $577M sold.
Based on aggregated 13F filings for Q4 2013.