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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
HB
426
Homrich & Berg
Georgia
$9.79M +$10M +242,255 New
SAA
427
Southeast Asset Advisors
Georgia
$9.71M +$10M +241,998 New
TCM
428
Twin Capital Management
Pennsylvania
$9.7M +$10M +241,870 New
CCM
429
Chilton Capital Management
Texas
$9.65M +$9.96M +240,648 New
LTFS
430
Ladenburg Thalmann Financial Services
Florida
$9.56M +$9.87M +238,293 New
Parallax Volatility Advisers
431
Parallax Volatility Advisers
California
$9.54M +$9.85M +237,965 New
GGI
432
Godsey & Gibb Inc
Virginia
$9.51M +$9.82M +237,143 New
AIM
433
Acuity Investment Management
Ontario, Canada
$9.41M +$9.71M +234,600 New
JEW
434
Jamison Eaton & Wood
New Jersey
$9.29M +$9.59M +231,724 New
WCP
435
Welch Capital Partners
New York
$8.92M +$9.21M +222,380 New
BMO
436
Beck Mack & Oliver
New York
$8.92M +$9.21M +222,341 New
CIM
437
Corda Investment Management
Texas
$8.91M +$9.2M +222,126 New
B
438
Barings
North Carolina
$8.89M +$9.18M +221,614 New
CCM
439
Covington Capital Management
California
$8.75M +$9.03M +218,094 New
IAM
440
Integre Asset Management
New York
$8.59M +$8.87M +214,196 New
LIC
441
Lodestar Investment Counsel
Illinois
$8.58M +$8.85M +213,877 New
PSUF
442
People's United Financial
Connecticut
$8.56M +$8.84M +213,495 New
CDH
443
Charles D. Hyman
$8.37M +$8.64M +208,643 New
GIP
444
Greatmark Investment Partners
Georgia
$8.3M +$8.56M +206,836 New
OC
445
Oppenheimer & Co
New York
$8.25M +$8.51M +205,649 New
MCTIC
446
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.21M +$8.47M +204,669 New
ACA
447
Anchor Capital Advisors
Massachusetts
$8.2M +$8.46M +204,353 New
MCM
448
Monarch Capital Management
Indiana
$8.16M +$8.42M +203,341 New
UAM
449
UAS Asset Management
New York
$8.03M +$8.28M +200,070 New
K
450
Kemper
Illinois
$8.02M +$8.28M +200,000 New
16 17
18
19 20

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.