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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.

New
Increased
Maintained
Reduced
Closed

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: 1,5841,651 (+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: 119118 (-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

Holders
1,651
Holders Change
+67
Holders Change %
+4.23%
% of All Funds
44.01%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
3.15%
New
166
Increased
537
Reduced
747
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$16.9B
LTI
2
Laffer Tengler Investments
Tennessee
$13B -$12.2M -286,739 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B +$309M +7,246,414 +3%
State Street
4
State Street
Massachusetts
$7.62B +$367M +8,594,875 +5%
Capital World Investors
5
Capital World Investors
California
$5.12B +$61.8M +1,446,000 +1%
BIT
6
BlackRock Institutional Trust
California
$4.36B +$4.18M +97,922 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.66B -$880M -20,613,229 -19%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.54B +$1.76B +41,280,807 +218%
Northern Trust
9
Northern Trust
Illinois
$2.31B -$599M -14,037,212 -20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.28B -$20.2M -472,764 -0.9%
BFA
11
BlackRock Fund Advisors
California
$2.15B +$199M +4,665,508 +10%
YAM
12
Yacktman Asset Management
Texas
$1.74B -$69.5M -1,627,754 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.62B +$57.7M +1,350,885 +4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$1.59B -$87.5M -2,048,200 -5%
SB
15
Suntrust Banks
Georgia
$1.45B -$15.9M -372,969 -1%
Norges Bank
16
Norges Bank
Norway
$1.45B +$48.1M +1,126,171 +3%
BG
17
BlackRock Group
United Kingdom
$1.44B +$68.2M +1,597,134 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.26B +$45.7M +1,070,914 +4%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$1.24B -$73.5M -1,720,730 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.21B +$205M +4,789,277 +20%
Bank of America
21
Bank of America
North Carolina
$1.08B -$181M -4,232,093 -14%
Deutsche Bank
22
Deutsche Bank
Germany
$1.01B -$94.6M -2,214,916 -8%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$990M
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$944M -$104M -2,430,758 -10%
Wells Fargo
25
Wells Fargo
California
$779M +$71.5M +1,674,901 +10%

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.