Coca-Cola
1,464 hedge funds and large institutions have $102B invested in Coca-Cola in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 596 increasing their positions, 612 reducing their positions, and 74 closing their positions.
1% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 74
0.01% less ownership
Funds ownership: 60.58% → 60.57% (-0.01%)
1% less funds holding
Funds holding: 1,477 → 1,464 (-13)
3% less repeat investments, than reductions
Existing positions increased: 596 | Existing positions reduced: 612
6% less capital invested
Capital invested by funds: $108B → $102B (-$6.46B)
20% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.43B
23% less funds holding in top 10
Funds holding in top 10: 154 → 119 (-35)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$463M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$428M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$167M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$150M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.14B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$308M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$228M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$188M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$177M |
KO Hedge Fund Activity: Q3 2013 in Review
1,464 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2013, worth a combined $102B — down 6% from $108B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new KO positions and 74 closed out — a net gain of 1 holder — while 596 added to existing stakes and 612 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $463M. The largest seller was Fidelity Investments, cutting an estimated $1.14B.
- 1,464 institutional investors held Coca-Cola (KO) as of Q3 2013, down from 1,477 in Q2 2013.
- Funds reported $102B of Coca-Cola stock for Q3 2013, down 6% quarter-over-quarter.
- 75 funds opened new Coca-Cola positions in Q3 2013 and 74 closed out, a net change of +1 holder.
- The largest Coca-Cola buyer in Q3 2013 was Yacktman Asset Management, an estimated $463M added.
- The largest Coca-Cola seller in Q3 2013 was Fidelity Investments, an estimated $1.14B sold.
Based on aggregated 13F filings for Q3 2013.