Coca-Cola
1,802 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 626 increasing their positions, 816 reducing their positions, and 59 closing their positions.
14% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 59
1% more capital invested
Capital invested by funds: $125B → $127B (+$1.79B)
0.81% more ownership
Funds ownership: 65.32% → 66.13% (+0.81%)
0% less funds holding
Funds holding: 1,811 → 1,802 (-9)
14% less funds holding in top 10
Funds holding in top 10: 100 → 86 (-14)
16% less call options, than puts
Call options by funds: $1.02B | Put options by funds: $1.21B
23% less repeat investments, than reductions
Existing positions increased: 626 | Existing positions reduced: 816
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$308M |
| 2 |
TAM
Troy Asset Management
London,
United Kingdom
|
+$263M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$201M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$191M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$283M |
| 2 |
State Street
Boston,
Massachusetts
|
-$190M |
| 3 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$122M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
-$112M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$95.8M |
KO Hedge Fund Activity: Q3 2017 in Review
1,802 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2017, worth a combined $127B — up 1.4% from $125B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new KO positions and 59 closed out — a net gain of 8 holders — while 626 added to existing stakes and 816 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $283M.
- 1,802 institutional investors held Coca-Cola (KO) as of Q3 2017, down from 1,811 in Q2 2017.
- Funds reported $127B of Coca-Cola stock for Q3 2017, up 1.4% quarter-over-quarter.
- 67 funds opened new Coca-Cola positions in Q3 2017 and 59 closed out, a net change of +8 holders.
- The largest Coca-Cola buyer in Q3 2017 was JP Morgan Chase, an estimated $308M added.
- The largest Coca-Cola seller in Q3 2017 was Fidelity Investments, an estimated $283M sold.
Based on aggregated 13F filings for Q3 2017.