Coca-Cola
1,584 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 604 increasing their positions, 699 reducing their positions, and 49 closing their positions.
31% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 49
15% more call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.29B
1% more capital invested
Capital invested by funds: $115B → $115B (+$819M)
0.28% more ownership
Funds ownership: 61.27% → 61.55% (+0.28%)
0% more funds holding
Funds holding: 1,583 → 1,584 (+1)
2% less funds holding in top 10
Funds holding in top 10: 121 → 119 (-2)
14% less repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 699
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.7B |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$533M |
| 3 |
State Street
Boston,
Massachusetts
|
+$373M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$331M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$271M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.37B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$520M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$410M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$261M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$149M |
KO Hedge Fund Activity: Q3 2014 in Review
1,584 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2014, worth a combined $115B — up 0.72% from $115B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new KO positions and 49 closed out — a net gain of 15 holders — while 604 added to existing stakes and 699 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.7B. The largest seller was Norges Bank, cutting an estimated $1.37B.
- 1,584 institutional investors held Coca-Cola (KO) as of Q3 2014, up from 1,583 in Q2 2014.
- Funds reported $115B of Coca-Cola stock for Q3 2014, up 0.72% quarter-over-quarter.
- 64 funds opened new Coca-Cola positions in Q3 2014 and 49 closed out, a net change of +15 holders.
- The largest Coca-Cola buyer in Q3 2014 was Capital World Investors, an estimated $1.7B added.
- The largest Coca-Cola seller in Q3 2014 was Norges Bank, an estimated $1.37B sold.
Based on aggregated 13F filings for Q3 2014.