Coca-Cola
1,786 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 604 increasing their positions, 827 reducing their positions, and 71 closing their positions.
56% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 71
1% more funds holding
Funds holding: 1,763 → 1,786 (+23)
1% more capital invested
Capital invested by funds: $116B → $117B (+$1.32B)
0.48% less ownership
Funds ownership: 64.78% → 64.31% (-0.48%)
5% less call options, than puts
Call options by funds: $970M | Put options by funds: $1.02B
5% less funds holding in top 10
Funds holding in top 10: 81 → 77 (-4)
27% less repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 827
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.69B |
| 2 |
Lazard Asset Management
New York
|
+$289M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$160M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$141M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$646M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$596M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$443M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$322M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$228M |
KO Hedge Fund Activity: Q1 2017 in Review
1,786 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2017, worth a combined $117B — up 1.1% from $116B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new KO positions and 71 closed out — a net gain of 40 holders — while 604 added to existing stakes and 827 trimmed.
The largest buyer was BlackRock, adding an estimated $9.69B. The largest seller was Vanguard Group, cutting an estimated $646M.
- 1,786 institutional investors held Coca-Cola (KO) as of Q1 2017, up from 1,763 in Q4 2016.
- Funds reported $117B of Coca-Cola stock for Q1 2017, up 1.1% quarter-over-quarter.
- 111 funds opened new Coca-Cola positions in Q1 2017 and 71 closed out, a net change of +40 holders.
- The largest Coca-Cola buyer in Q1 2017 was BlackRock, an estimated $9.69B added.
- The largest Coca-Cola seller in Q1 2017 was Vanguard Group, an estimated $646M sold.
Based on aggregated 13F filings for Q1 2017.