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Coca-Cola
KO

1,477 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,477 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.58% more ownership

Funds ownership: 0% → 60.58% (+61%)

26% less call options, than puts

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

Holders
1,477
Holders Change
+1,477
Holders Change %
–
% of All Funds
48.19%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.02%
New
1,477
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
MJRIC
651
Mogy Joel R Investment Counsel
California
$3.88M +$4M +96,620 New
FBT
652
First Bankers Trust
Kentucky
$3.83M +$3.96M +95,609 New
HFS
653
Haverford Financial Services
Pennsylvania
$3.82M +$3.94M +95,225 New
III
654
Independent Investors Inc
New York
$3.82M +$3.94M +95,180 New
SGK
655
Steigerwald Gordon & Koch
Virginia
$3.76M +$3.92M +94,710 New
FGP
656
Foyston, Gordon, & Payne
Ontario, Canada
$3.76M +$3.88M +93,720 New
AIC
657
Ambs Investment Counsel
Michigan
$3.72M +$3.84M +92,850 New
Lazard Asset Management
658
Lazard Asset Management
New York
$3.72M +$3.84M +92,760 New
CIP
659
Chartwell Investment Partners
Pennsylvania
$3.71M +$3.83M +92,500 New
CIA
660
Choate Investment Advisors
Massachusetts
$3.69M +$3.81M +92,012 New
MCM
661
McKinley Capital Management
Alaska
$3.68M +$3.8M +91,716 New
RT
662
Reliance Trust
Georgia
$3.65M +$3.76M +90,925 New
WFM
663
Wilmington Funds Management
Delaware
$3.65M +$3.76M +90,882 New
MCC
664
Mid Continent Capital
Illinois
$3.63M +$3.74M +90,390 New
RBA
665
Richard Bernstein Advisors
New York
$3.61M +$3.73M +90,045 New
OCM
666
Olstein Capital Management
New York
$3.61M +$3.73M +90,000 New
AP
667
Archon Partners
New Jersey
$3.57M +$3.68M +89,000 New
PIM
668
Profit Investment Management
Maryland
$3.57M +$3.68M +88,901 New
ECM
669
Everence Capital Management
Indiana
$3.56M +$3.67M +88,718 New
AIA
670
Alerus Investment Advisors
Minnesota
$3.56M +$3.67M +88,658 New
HIC
671
Hartline Investment Corp
Illinois
$3.55M +$3.67M +88,606 New
Walleye Trading
672
Walleye Trading
New York
$3.54M +$3.65M +88,250 New
HC
673
Hendley & Co
Ohio
$3.52M +$3.63M +87,707 New
SAM
674
Smithbridge Asset Management
Pennsylvania
$3.5M +$3.61M +87,296 New
BSPF
675
British Steel Pension Fund
United Kingdom
$3.5M +$3.61M +87,211 New
25 26
27
28 29

KO Hedge Fund Activity: Q2 2013 in Review

1,477 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,477 funds opened new KO positions and 0 closed out — a net gain of 1,477 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,477 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.
  • 1,477 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,477 holders.

Based on aggregated 13F filings for Q2 2013.