Coca-Cola
1,593 hedge funds and large institutions have $111B invested in Coca-Cola in 2013 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 610 increasing their positions, 625 reducing their positions, and 49 closing their positions.
302% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 49
9% more capital invested
Capital invested by funds: $102B → $111B (+$9.53B)
9% more funds holding in top 10
Funds holding in top 10: 119 → 130 (+11)
9% more funds holding
Funds holding: 1,464 → 1,593 (+129)
0.45% more ownership
Funds ownership: 60.57% → 61.02% (+0.45%)
2% less repeat investments, than reductions
Existing positions increased: 610 | Existing positions reduced: 625
33% less call options, than puts
Call options by funds: $981M | Put options by funds: $1.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$488M |
| 2 |
State Street
Boston,
Massachusetts
|
+$467M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$293M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$284M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$577M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$278M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$164M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$152M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$146M |
KO Hedge Fund Activity: Q4 2013 in Review
1,593 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2013, worth a combined $111B — up 9.4% from $102B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new KO positions and 49 closed out — a net gain of 148 holders — while 610 added to existing stakes and 625 trimmed.
The largest buyer was Northern Trust, adding an estimated $488M. The largest seller was JP Morgan Chase, cutting an estimated $577M.
- 1,593 institutional investors held Coca-Cola (KO) as of Q4 2013, up from 1,464 in Q3 2013.
- Funds reported $111B of Coca-Cola stock for Q4 2013, up 9.4% quarter-over-quarter.
- 197 funds opened new Coca-Cola positions in Q4 2013 and 49 closed out, a net change of +148 holders.
- The largest Coca-Cola buyer in Q4 2013 was Northern Trust, an estimated $488M added.
- The largest Coca-Cola seller in Q4 2013 was JP Morgan Chase, an estimated $577M sold.
Based on aggregated 13F filings for Q4 2013.