Coca-Cola
2,300 hedge funds and large institutions have $164B invested in Coca-Cola in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 867 increasing their positions, 840 reducing their positions, and 73 closing their positions.
277% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 73
8% more funds holding
Funds holding: 2,121 → 2,300 (+179)
4% more call options, than puts
Call options by funds: $1.4B | Put options by funds: $1.34B
3% more repeat investments, than reductions
Existing positions increased: 867 | Existing positions reduced: 840
2% more capital invested
Capital invested by funds: $160B → $164B (+$3.8B)
0.27% more ownership
Funds ownership: 68.66% → 68.93% (+0.27%)
6% less funds holding in top 10
Funds holding in top 10: 109 → 102 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$1.05B |
| 2 |
BlackRock
New York
|
+$285M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$273M |
| 4 |
Barclays
London,
United Kingdom
|
+$248M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$238M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$371M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$320M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$216M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$210M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$148M |
KO Hedge Fund Activity: Q4 2019 in Review
2,300 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2019, worth a combined $164B — up 2.4% from $160B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new KO positions and 73 closed out — a net gain of 202 holders — while 867 added to existing stakes and 840 trimmed.
The largest buyer was Truist Financial, adding an estimated $1.05B. The largest seller was American International Group, cutting an estimated $371M.
- 2,300 institutional investors held Coca-Cola (KO) as of Q4 2019, up from 2,121 in Q3 2019.
- Funds reported $164B of Coca-Cola stock for Q4 2019, up 2.4% quarter-over-quarter.
- 275 funds opened new Coca-Cola positions in Q4 2019 and 73 closed out, a net change of +202 holders.
- The largest Coca-Cola buyer in Q4 2019 was Truist Financial, an estimated $1.05B added.
- The largest Coca-Cola seller in Q4 2019 was American International Group, an estimated $371M sold.
Based on aggregated 13F filings for Q4 2019.