Coca-Cola
2,265 hedge funds and large institutions have $129B invested in Coca-Cola in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 1,000 increasing their positions, 858 reducing their positions, and 102 closing their positions.
46% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 102
17% more repeat investments, than reductions
Existing positions increased: 1,000 | Existing positions reduced: 858
1% more funds holding
Funds holding: 2,238 → 2,265 (+27)
1% less capital invested
Capital invested by funds: $130B → $129B (-$1.16B)
1.21% less ownership
Funds ownership: 68.45% → 67.24% (-1.2%)
25% less call options, than puts
Call options by funds: $1.08B | Put options by funds: $1.44B
27% less funds holding in top 10
Funds holding in top 10: 103 → 75 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$861M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$280M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$268M |
| 4 |
D.E. Shaw & Co
New York
|
+$241M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$622M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$560M |
| 3 |
JP Morgan Chase
New York
|
-$534M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$443M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$392M |
KO Hedge Fund Activity: Q2 2020 in Review
2,265 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2020, worth a combined $129B — down 0.89% from $130B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new KO positions and 102 closed out — a net gain of 47 holders — while 1,000 added to existing stakes and 858 trimmed.
The largest buyer was BlackRock, adding an estimated $861M. The largest seller was Capital International Investors, cutting an estimated $622M.
- 2,265 institutional investors held Coca-Cola (KO) as of Q2 2020, up from 2,238 in Q1 2020.
- Funds reported $129B of Coca-Cola stock for Q2 2020, down 0.89% quarter-over-quarter.
- 149 funds opened new Coca-Cola positions in Q2 2020 and 102 closed out, a net change of +47 holders.
- The largest Coca-Cola buyer in Q2 2020 was BlackRock, an estimated $861M added.
- The largest Coca-Cola seller in Q2 2020 was Capital International Investors, an estimated $622M sold.
Based on aggregated 13F filings for Q2 2020.