Coca-Cola
2,087 hedge funds and large institutions have $136B invested in Coca-Cola in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 795 increasing their positions, 854 reducing their positions, and 109 closing their positions.
23% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 109
0% more funds holding
Funds holding: 2,087 → 2,087 (0)
0.5% less ownership
Funds ownership: 68.3% → 67.8% (-0.5%)
1% less capital invested
Capital invested by funds: $138B → $136B (-$1.7B)
7% less repeat investments, than reductions
Existing positions increased: 795 | Existing positions reduced: 854
8% less call options, than puts
Call options by funds: $1.3B | Put options by funds: $1.42B
29% less funds holding in top 10
Funds holding in top 10: 107 → 76 (-31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$443M |
| 2 |
JP Morgan Chase
New York
|
+$432M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$426M |
| 4 |
BlackRock
New York
|
+$310M |
| 5 |
State Street
Boston,
Massachusetts
|
+$299M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.96B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$462M |
| 3 |
Janus Henderson Group
London,
|
-$358M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$294M |
| 5 |
Lazard Asset Management
New York
|
-$257M |
KO Hedge Fund Activity: Q1 2019 in Review
2,087 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2019, worth a combined $136B — down 1.2% from $138B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new KO positions and 109 closed out — a net gain of 25 holders — while 795 added to existing stakes and 854 trimmed.
The largest buyer was Charles Schwab, adding an estimated $443M. The largest seller was Capital World Investors, cutting an estimated $1.96B.
- 2,087 institutional investors held Coca-Cola (KO) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $136B of Coca-Cola stock for Q1 2019, down 1.2% quarter-over-quarter.
- 134 funds opened new Coca-Cola positions in Q1 2019 and 109 closed out, a net change of +25 holders.
- The largest Coca-Cola buyer in Q1 2019 was Charles Schwab, an estimated $443M added.
- The largest Coca-Cola seller in Q1 2019 was Capital World Investors, an estimated $1.96B sold.
Based on aggregated 13F filings for Q1 2019.