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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
MSU
526
Mizuho Securities USA
New York
$5.89M +$6.08M +146,938 New
MWR
527
McAdams Wright Ragen
Washington
$5.86M +$6.05M +146,087 New
HHMI
528
Howard Hughes Medical Institute
Maryland
$5.83M +$6.02M +145,427 New
CBB
529
Citizens Business Bank
California
$5.82M +$6.01M +145,085 New
RCIM
530
Russell Clark Investment Management
United Kingdom
$5.82M +$6M +145,000 New
MSS
531
Mitchell Sinkler & Starr
Pennsylvania
$5.8M +$5.99M +144,616 New
TCM
532
Tufton Capital Management
Maryland
$5.79M +$5.97M +144,270 New
Janney Montgomery Scott
533
Janney Montgomery Scott
Pennsylvania
$5.78M +$5.96M +143,979 New
HCM
534
Huber Capital Management
California
$5.75M +$5.94M +143,400 New
BST
535
Bath Savings Trust
Maine
$5.74M +$5.92M +143,021 New
CB
536
Chemical Bank
Michigan
$5.72M +$5.9M +142,552 New
GIM
537
Gyrus Investment Management
Ontario, Canada
$5.67M +$5.55M +134,122 New
BFIC
538
Bedell Frazier Investment Counselling
California
$5.67M +$5.9M +142,420 New
WAM
539
Wood Asset Management
Florida
$5.67M +$5.85M +141,308 New
FTIOP
540
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.66M +$5.84M +141,100 New
BCM
541
Buckhead Capital Management
Georgia
$5.64M +$5.82M +140,614 New
FLII
542
First Long Island Investors
New York
$5.63M +$5.81M +140,366 New
CWM
543
Calamos Wealth Management
Illinois
$5.62M +$5.8M +140,182 New
KCMRT
544
Kemper Corp Master Retirement Trust
Illinois
$5.62M +$5.8M +140,000 New
Daiwa Securities Group
545
Daiwa Securities Group
Japan
$5.61M +$5.79M +139,900 New
QI
546
Quotient Investors
New York
$5.6M +$5.78M +139,694 New
AC
547
Addenda Capital
Quebec, Canada
$5.58M +$5.78M +139,645 New
Creative Planning
548
Creative Planning
Kansas
$5.57M +$5.75M +138,969 New
CAN
549
Cetera Advisor Networks
California
$5.55M +$5.74M +138,677 New
HIC
550
Harvey Investment Company
Kentucky
$5.52M +$5.7M +137,686 New
20 21
22
23 24

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.