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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
BT
501
Beacon Trust
New Jersey
$6.36M +$6.56M +158,510 New
LBC
502
Lowe Brockenbrough & Co
Virginia
$6.35M +$6.56M +158,401 New
BFIM
503
Beese Fulmer Investment Management
Ohio
$6.33M +$6.53M +157,716 New
BC
504
Bartlett & Co
Ohio
$6.29M +$6.49M +156,772 New
NRS
505
Neville Rodie & Shaw
New York
$6.29M +$6.49M +156,785 New
Capstone Investment Advisors
506
Capstone Investment Advisors
New York
$6.24M +$6.44M +155,660 New
IHL
507
Investment House LLC
California
$6.24M +$6.44M +155,571 New
UBWV
508
United Bank (West Virginia)
West Virginia
$6.24M +$6.44M +155,465 New
MIH
509
Madison Investment Holdings
Wisconsin
$6.19M +$6.39M +154,388 New
HRIA
510
Haberer Registered Investment Advisor
Ohio
$6.18M +$6.38M +153,985 New
SCM
511
Stonebridge Capital Management
California
$6.16M +$6.36M +153,501 New
WTC
512
WhitTier Trust Company
Nevada
$6.16M +$6.36M +153,506 New
SGCA
513
Steel Grove Capital Advisors
Tennessee
$6.15M +$6.31M +152,338 New
AL
514
Agran Libbie
California
$6.1M +$6.3M +152,071 New
FB
515
Fulton Bank
Pennsylvania
$6.09M +$6.29M +151,857 New
Citadel Advisors
516
Citadel Advisors
Florida
$6.06M +$6.26M +151,163 New
LWCA
517
Locust Wood Capital Advisers
New York
$6.06M +$6.26M +151,120 New
CC
518
Curian Capital
Colorado
$6.06M +$6.25M +150,989 New
CL
519
CFS LLC
Oklahoma
$6.01M +$6.21M +149,924 New
IC
520
Inverness Counsel
New York
$5.97M +$6.17M +148,944 New
MCM
521
Murphy Capital Management
New Jersey
$5.96M +$6.15M +148,598 New
OPCM
522
Osborne Partners Capital Management
California
$5.95M +$6.14M +148,282 New
FIM
523
Frontier Investment Management
Texas
$5.94M +$6.14M +148,249 New
LTI
524
Laffer Tengler Investments
Tennessee
$5.93M +$6.12M +147,876 New
CIM
525
Calvert Investment Management
Maryland
$5.91M +$6.1M +147,247 New
19 20
21
22 23

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.