Coca-Cola
1,719 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 604 increasing their positions, 746 reducing their positions, and 62 closing their positions.
87% more call options, than puts
Call options by funds: $1.9B | Put options by funds: $1.02B
73% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 62
2% more funds holding in top 10
Funds holding in top 10: 124 → 127 (+3)
1.71% more ownership
Funds ownership: 64.73% → 66.43% (+1.7%)
2% more funds holding
Funds holding: 1,692 → 1,719 (+27)
3% more capital invested
Capital invested by funds: $126B → $130B (+$3.79B)
19% less repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 746
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.97B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$362M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$294M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$291M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$278M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$456M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$350M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
-$269M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$233M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$220M |
KO Hedge Fund Activity: Q1 2016 in Review
1,719 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2016, worth a combined $130B — up 3% from $126B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new KO positions and 62 closed out — a net gain of 45 holders — while 604 added to existing stakes and 746 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.97B. The largest seller was Capital World Investors, cutting an estimated $456M.
- 1,719 institutional investors held Coca-Cola (KO) as of Q1 2016, up from 1,692 in Q4 2015.
- Funds reported $130B of Coca-Cola stock for Q1 2016, up 3% quarter-over-quarter.
- 107 funds opened new Coca-Cola positions in Q1 2016 and 62 closed out, a net change of +45 holders.
- The largest Coca-Cola buyer in Q1 2016 was Royal London Asset Management, an estimated $1.97B added.
- The largest Coca-Cola seller in Q1 2016 was Capital World Investors, an estimated $456M sold.
Based on aggregated 13F filings for Q1 2016.