Coca-Cola
2,300 hedge funds and large institutions have $143B invested in Coca-Cola in 2020 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 911 increasing their positions, 953 reducing their positions, and 93 closing their positions.
56% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 93
10% more capital invested
Capital invested by funds: $129B → $143B (+$13.5B)
2% more funds holding
Funds holding: 2,265 → 2,300 (+35)
0% more funds holding in top 10
Funds holding in top 10: 75 → 75 (0)
0% more ownership
Funds ownership: 67.24% → 67.25% (+0%)
4% less repeat investments, than reductions
Existing positions increased: 911 | Existing positions reduced: 953
22% less call options, than puts
Call options by funds: $1.55B | Put options by funds: $2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$716M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$386M |
| 3 |
JP Morgan Chase
New York
|
+$364M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$315M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$480M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$380M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$332M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$193M |
| 5 |
State Street
Boston,
Massachusetts
|
-$183M |
KO Hedge Fund Activity: Q3 2020 in Review
2,300 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2020, worth a combined $143B — up 10% from $129B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new KO positions and 93 closed out — a net gain of 52 holders — while 911 added to existing stakes and 953 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $716M. The largest seller was Capital Research Global Investors, cutting an estimated $480M.
- 2,300 institutional investors held Coca-Cola (KO) as of Q3 2020, up from 2,265 in Q2 2020.
- Funds reported $143B of Coca-Cola stock for Q3 2020, up 10% quarter-over-quarter.
- 145 funds opened new Coca-Cola positions in Q3 2020 and 93 closed out, a net change of +52 holders.
- The largest Coca-Cola buyer in Q3 2020 was T. Rowe Price Associates, an estimated $716M added.
- The largest Coca-Cola seller in Q3 2020 was Capital Research Global Investors, an estimated $480M sold.
Based on aggregated 13F filings for Q3 2020.