Coca-Cola
1,620 hedge funds and large institutions have $111B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 628 increasing their positions, 707 reducing their positions, and 71 closing their positions.
31% more call options, than puts
Call options by funds: $1.45B | Put options by funds: $1.1B
18% more funds holding in top 10
Funds holding in top 10: 102 → 120 (+18)
1.45% more ownership
Funds ownership: 62.45% → 63.9% (+1.5%)
4% more capital invested
Capital invested by funds: $107B → $111B (+$4.59B)
2% less funds holding
Funds holding: 1,648 → 1,620 (-28)
11% less repeat investments, than reductions
Existing positions increased: 628 | Existing positions reduced: 707
20% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$728M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$631M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$608M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$565M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$536M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$235M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$224M |
| 3 |
JP Morgan Chase
New York
|
-$200M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$194M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$189M |
KO Hedge Fund Activity: Q3 2015 in Review
1,620 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2015, worth a combined $111B — up 4.3% from $107B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of KO and 57 opened new positions — a net loss of 14 holders — while 707 trimmed existing stakes and 628 added.
The largest buyer was Capital World Investors, adding an estimated $728M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $235M.
- 1,620 institutional investors held Coca-Cola (KO) as of Q3 2015, down from 1,648 in Q2 2015.
- Funds reported $111B of Coca-Cola stock for Q3 2015, up 4.3% quarter-over-quarter.
- 57 funds opened new Coca-Cola positions in Q3 2015 and 71 closed out, a net change of -14 holders.
- The largest Coca-Cola buyer in Q3 2015 was Capital World Investors, an estimated $728M added.
- The largest Coca-Cola seller in Q3 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $235M sold.
Based on aggregated 13F filings for Q3 2015.