Coca-Cola
1,651 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 537 increasing their positions, 747 reducing their positions, and 85 closing their positions.
95% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 85
10% more capital invested
Capital invested by funds: $115B → $127B (+$11.9B)
4% more funds holding
Funds holding: 1,584 → 1,651 (+67)
0.37% more ownership
Funds ownership: 61.55% → 61.92% (+0.37%)
1% less funds holding in top 10
Funds holding in top 10: 119 → 118 (-1)
11% less call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.63B
28% less repeat investments, than reductions
Existing positions increased: 537 | Existing positions reduced: 747
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.76B |
| 2 |
State Street
Boston,
Massachusetts
|
+$367M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$309M |
| 4 |
AIG
American International Group
New York
|
+$288M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$914M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$880M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$599M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$227M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$224M |
KO Hedge Fund Activity: Q4 2014 in Review
1,651 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2014, worth a combined $127B — up 10% from $115B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new KO positions and 85 closed out — a net gain of 81 holders — while 537 added to existing stakes and 747 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.76B. The largest seller was Gates Foundation Trust, exiting entirely with an estimated $914M sold.
- 1,651 institutional investors held Coca-Cola (KO) as of Q4 2014, up from 1,584 in Q3 2014.
- Funds reported $127B of Coca-Cola stock for Q4 2014, up 10% quarter-over-quarter.
- 166 funds opened new Coca-Cola positions in Q4 2014 and 85 closed out, a net change of +81 holders.
- The largest Coca-Cola buyer in Q4 2014 was Wellington Management Group, an estimated $1.76B added.
- The largest Coca-Cola seller in Q4 2014 was Gates Foundation Trust, an estimated $914M sold.
Based on aggregated 13F filings for Q4 2014.