Coca-Cola
1,977 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 672 increasing their positions, 801 reducing their positions, and 54 closing their positions.
354% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 54
10% more funds holding
Funds holding: 1,802 → 1,977 (+175)
2% more funds holding in top 10
Funds holding in top 10: 86 → 88 (+2)
2% more capital invested
Capital invested by funds: $127B → $130B (+$2.76B)
0.34% more ownership
Funds ownership: 66.13% → 66.48% (+0.34%)
12% less call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.42B
16% less repeat investments, than reductions
Existing positions increased: 672 | Existing positions reduced: 801
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$309M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$299M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$213M |
| 4 |
Goldman Sachs
New York
|
+$172M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$463M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$304M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$236M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$152M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$141M |
KO Hedge Fund Activity: Q4 2017 in Review
1,977 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2017, worth a combined $130B — up 2.2% from $127B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new KO positions and 54 closed out — a net gain of 191 holders — while 672 added to existing stakes and 801 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $309M. The largest seller was Bank of America, cutting an estimated $463M.
- 1,977 institutional investors held Coca-Cola (KO) as of Q4 2017, up from 1,802 in Q3 2017.
- Funds reported $130B of Coca-Cola stock for Q4 2017, up 2.2% quarter-over-quarter.
- 245 funds opened new Coca-Cola positions in Q4 2017 and 54 closed out, a net change of +191 holders.
- The largest Coca-Cola buyer in Q4 2017 was Amundi Asset Management US, an estimated $309M added.
- The largest Coca-Cola seller in Q4 2017 was Bank of America, an estimated $463M sold.
Based on aggregated 13F filings for Q4 2017.