Coca-Cola
1,646 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 603 increasing their positions, 754 reducing their positions, and 73 closing their positions.
19% more call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.03B
11% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 73
1% more funds holding in top 10
Funds holding in top 10: 101 → 102 (+1)
0% less ownership
Funds ownership: 62.43% → 62.43% (-0%)
0% less funds holding
Funds holding: 1,654 → 1,646 (-8)
4% less capital invested
Capital invested by funds: $110B → $106B (-$3.9B)
20% less repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 754
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$500M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$304M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$246M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$183M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$712M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$421M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$408M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$343M |
| 5 |
State Street
Boston,
Massachusetts
|
-$233M |
KO Hedge Fund Activity: Q2 2015 in Review
1,646 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2015, worth a combined $106B — down 3.5% from $110B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new KO positions and 73 closed out — a net gain of 8 holders — while 603 added to existing stakes and 754 trimmed.
The largest buyer was Capital World Investors, adding an estimated $500M. The largest seller was Eagle Capital Management (New York), cutting an estimated $712M.
- 1,646 institutional investors held Coca-Cola (KO) as of Q2 2015, down from 1,654 in Q1 2015.
- Funds reported $106B of Coca-Cola stock for Q2 2015, down 3.5% quarter-over-quarter.
- 81 funds opened new Coca-Cola positions in Q2 2015 and 73 closed out, a net change of +8 holders.
- The largest Coca-Cola buyer in Q2 2015 was Capital World Investors, an estimated $500M added.
- The largest Coca-Cola seller in Q2 2015 was Eagle Capital Management (New York), an estimated $712M sold.
Based on aggregated 13F filings for Q2 2015.