Coca-Cola
2,087 hedge funds and large institutions have $137B invested in Coca-Cola in 2018 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 682 increasing their positions, 871 reducing their positions, and 74 closing their positions.
224% more first-time investments, than exits
New positions opened: 240 | Existing positions closed: 74
41% more funds holding in top 10
Funds holding in top 10: 76 → 107 (+31)
8% more funds holding
Funds holding: 1,941 → 2,087 (+146)
1.16% more ownership
Funds ownership: 67.13% → 68.3% (+1.2%)
4% more capital invested
Capital invested by funds: $132B → $137B (+$5.1B)
2% more call options, than puts
Call options by funds: $1.34B | Put options by funds: $1.31B
22% less repeat investments, than reductions
Existing positions increased: 682 | Existing positions reduced: 871
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$533M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$485M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$477M |
| 4 |
BlackRock
New York
|
+$348M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$342M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$291M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$203M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$191M |
| 4 |
Renaissance Technologies
New York
|
-$178M |
| 5 |
Lazard Asset Management
New York
|
-$175M |
KO Hedge Fund Activity: Q4 2018 in Review
2,087 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2018, worth a combined $137B — up 3.9% from $132B a quarter earlier.
Buyers outnumbered sellers: 240 funds opened new KO positions and 74 closed out — a net gain of 166 holders — while 682 added to existing stakes and 871 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $533M. The largest seller was Federated Hermes, cutting an estimated $291M.
- 2,087 institutional investors held Coca-Cola (KO) as of Q4 2018, up from 1,941 in Q3 2018.
- Funds reported $137B of Coca-Cola stock for Q4 2018, up 3.9% quarter-over-quarter.
- 240 funds opened new Coca-Cola positions in Q4 2018 and 74 closed out, a net change of +166 holders.
- The largest Coca-Cola buyer in Q4 2018 was Fidelity Investments, an estimated $533M added.
- The largest Coca-Cola seller in Q4 2018 was Federated Hermes, an estimated $291M sold.
Based on aggregated 13F filings for Q4 2018.