Coca-Cola
2,478 hedge funds and large institutions have $159B invested in Coca-Cola in 2020 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 986 increasing their positions, 920 reducing their positions, and 80 closing their positions.
273% more first-time investments, than exits
New positions opened: 298 | Existing positions closed: 80
23% more funds holding in top 10
Funds holding in top 10: 75 → 92 (+17)
12% more capital invested
Capital invested by funds: $143B → $159B (+$17B)
8% more funds holding
Funds holding: 2,300 → 2,478 (+178)
7% more repeat investments, than reductions
Existing positions increased: 986 | Existing positions reduced: 920
0.52% more ownership
Funds ownership: 67.25% → 67.76% (+0.52%)
32% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$697M |
| 2 |
JP Morgan Chase
New York
|
+$527M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$408M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$276M |
| 5 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$959M |
| 2 |
State Street
Boston,
Massachusetts
|
-$477M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
-$367M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$298M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$269M |
KO Hedge Fund Activity: Q4 2020 in Review
2,478 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2020, worth a combined $159B — up 12% from $143B a quarter earlier.
Buyers outnumbered sellers: 298 funds opened new KO positions and 80 closed out — a net gain of 218 holders — while 986 added to existing stakes and 920 trimmed.
The largest buyer was DZ Bank, adding an estimated $697M. The largest seller was BlackRock, cutting an estimated $959M.
- 2,478 institutional investors held Coca-Cola (KO) as of Q4 2020, up from 2,300 in Q3 2020.
- Funds reported $159B of Coca-Cola stock for Q4 2020, up 12% quarter-over-quarter.
- 298 funds opened new Coca-Cola positions in Q4 2020 and 80 closed out, a net change of +218 holders.
- The largest Coca-Cola buyer in Q4 2020 was DZ Bank, an estimated $697M added.
- The largest Coca-Cola seller in Q4 2020 was BlackRock, an estimated $959M sold.
Based on aggregated 13F filings for Q4 2020.