Coca-Cola
2,239 hedge funds and large institutions have $130B invested in Coca-Cola in 2020 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 922 increasing their positions, 902 reducing their positions, and 174 closing their positions.
10% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.13B
2% more repeat investments, than reductions
Existing positions increased: 922 | Existing positions reduced: 902
1% more funds holding in top 10
Funds holding in top 10: 102 → 103 (+1)
0.38% less ownership
Funds ownership: 68.93% → 68.55% (-0.38%)
3% less funds holding
Funds holding: 2,300 → 2,239 (-61)
18% less first-time investments, than exits
New positions opened: 143 | Existing positions closed: 174
20% less capital invested
Capital invested by funds: $164B → $130B (-$33.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$557M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$536M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$530M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$404M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$321M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.51B |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$1.11B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$793M |
| 4 |
Lazard Asset Management
New York
|
-$619M |
| 5 |
Goldman Sachs
New York
|
-$328M |
KO Hedge Fund Activity: Q1 2020 in Review
2,239 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2020, worth a combined $130B — down 20% from $164B a quarter earlier.
Sellers outnumbered buyers: 174 funds closed out of KO and 143 opened new positions — a net loss of 31 holders — while 902 trimmed existing stakes and 922 added.
The largest buyer was Wellington Management Group, adding an estimated $557M. The largest seller was Capital International Investors, cutting an estimated $1.51B.
- 2,239 institutional investors held Coca-Cola (KO) as of Q1 2020, down from 2,300 in Q4 2019.
- Funds reported $130B of Coca-Cola stock for Q1 2020, down 20% quarter-over-quarter.
- 143 funds opened new Coca-Cola positions in Q1 2020 and 174 closed out, a net change of -31 holders.
- The largest Coca-Cola buyer in Q1 2020 was Wellington Management Group, an estimated $557M added.
- The largest Coca-Cola seller in Q1 2020 was Capital International Investors, an estimated $1.51B sold.
Based on aggregated 13F filings for Q1 2020.