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Coca-Cola
KO

1,476 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,476 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.57% more ownership

Funds ownership: 0% → 60.57% (+61%)

26% less call options, than puts

Call options by funds: $999M | Put options by funds: $1.35B

Holders
1,476
Holders Change
+1,476
Holders Change %
–
% of All Funds
48.17%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.03%
New
1,476
Increased
–
Reduced
–
Closed
–
Calls
$999M
Puts
$1.35B
Net Calls
-$354M
Net Calls Change
-$354M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
401
Central Trust Company
Missouri
$11.3M +$11.6M +281,147 New
SFM
402
Stack Financial Management
Montana
$11.3M +$11.6M +280,965 New
JMFC
403
J.M. Forbes & Co
Massachusetts
$11.2M +$11.5M +278,542 New
FSC
404
Fiduciary Services Corp
Georgia
$11.1M +$11.5M +277,267 New
DP
405
Dearborn Partners
Illinois
$11M +$11.4M +274,842 New
TNBTD
406
Trustmark National Bank Trust Department
Mississippi
$10.8M +$11.1M +269,186 New
FCAM
407
F&C Asset Management
United Kingdom
$10.8M +$11.1M +268,245 New
JMPWA
408
JP Morgan Private Wealth Advisors
California
$10.7M +$11M +266,366 New
BFA
409
Beaumont Financial Advisors
Massachusetts
$10.7M +$11M +266,001 New
AAM
410
Advisors Asset Management
Colorado
$10.6M +$11M +265,114 New
AMI
411
Amica Mutual Insurance
Rhode Island
$10.6M +$10.9M +263,573 New
SBCM
412
Schwerin Boyle Capital Management
Massachusetts
$10.5M +$10.8M +261,930 New
CCT
413
Chemung Canal Trust
New York
$10.5M +$10.8M +261,246 New
WRF
414
Waddell & Reed Financial
Kansas
$10.2M +$10.5M +254,000 New
PP
415
Palladium Partners
Virginia
$10.2M +$10.5M +253,968 New
CIBC World Market
416
CIBC World Market
Ontario, Canada
$10.1M +$10.4M +251,611 New
HT
417
HighTower Trust
Texas
$10.1M +$10.4M +251,090 New
Balyasny Asset Management
418
Balyasny Asset Management
Illinois
$10M +$10.3M +249,450 New
BAM
419
Barrett Asset Management
New York
$9.98M +$10.3M +248,895 New
GIA
420
Granite Investment Advisors
New Hampshire
$9.97M +$10.3M +248,570 New
BOH
421
Bank of Hawaii
Hawaii
$9.96M +$10.3M +248,288 New
WF
422
WealthTrust Fairport
Ohio
$9.95M +$10.3M +248,038 New
CA
423
CapWealth Advisors
Tennessee
$9.87M +$10.2M +245,998 New
HPC
424
HM Payson & Co
Maine
$9.86M +$10.2M +245,713 New
UCFA
425
United Capital Financial Advisors
Texas
$9.79M +$10.1M +244,032 New
15 16
17
18 19

KO Hedge Fund Activity: Q2 2013 in Review

1,476 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,476 funds opened new KO positions and 0 closed out — a net gain of 1,476 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,476 institutional investors held Coca-Cola (KO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $108B of Coca-Cola stock for Q2 2013.
  • 1,476 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,476 holders.

Based on aggregated 13F filings for Q2 2013.