Coca-Cola
1,811 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 658 increasing their positions, 787 reducing their positions, and 57 closing their positions.
75% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 57
30% more funds holding in top 10
Funds holding in top 10: 77 → 100 (+23)
7% more capital invested
Capital invested by funds: $117B → $125B (+$8.08B)
1% more funds holding
Funds holding: 1,786 → 1,811 (+25)
1.01% more ownership
Funds ownership: 64.31% → 65.32% (+1%)
12% less call options, than puts
Call options by funds: $1.12B | Put options by funds: $1.28B
16% less repeat investments, than reductions
Existing positions increased: 658 | Existing positions reduced: 787
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$541M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$512M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$213M |
| 4 |
Lazard Asset Management
New York
|
+$170M |
| 5 |
HMP
HS Management Partners
New York
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$450M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$141M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$132M |
| 4 |
D.E. Shaw & Co
New York
|
-$97M |
| 5 |
Bank of New York Mellon
New York
|
-$93.4M |
KO Hedge Fund Activity: Q2 2017 in Review
1,811 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2017, worth a combined $125B — up 6.9% from $117B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new KO positions and 57 closed out — a net gain of 43 holders — while 658 added to existing stakes and 787 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $541M. The largest seller was Fisher Asset Management, cutting an estimated $450M.
- 1,811 institutional investors held Coca-Cola (KO) as of Q2 2017, up from 1,786 in Q1 2017.
- Funds reported $125B of Coca-Cola stock for Q2 2017, up 6.9% quarter-over-quarter.
- 100 funds opened new Coca-Cola positions in Q2 2017 and 57 closed out, a net change of +43 holders.
- The largest Coca-Cola buyer in Q2 2017 was Janus Henderson Group, an estimated $541M added.
- The largest Coca-Cola seller in Q2 2017 was Fisher Asset Management, an estimated $450M sold.
Based on aggregated 13F filings for Q2 2017.