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Coca-Cola
KO

1,591 hedge funds and large institutions have $112B invested in Coca-Cola in 2013 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 606 increasing their positions, 628 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 49

9% more funds holding in top 10

Funds holding in top 10: 119 → 130 (+11)

9% more funds holding

Funds holding: 1,463 → 1,591 (+128)

2% more capital invested

Capital invested by funds: $109B → $112B (+$2.51B)

0.42% more ownership

Funds ownership: 60.58% → 61% (+0.42%)

4% less repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 628

33% less call options, than puts

Call options by funds: $981M | Put options by funds: $1.47B

Holders
1,591
Holders Change
+128
Holders Change %
+8.75%
% of All Funds
46.18%
Holding in Top 10
130
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.24%
% of All Funds
3.77%
New
196
Increased
606
Reduced
628
Closed
49
Calls
$981M
Puts
$1.47B
Net Calls
-$489M
Net Calls Change
-$210M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$488M
2
State Street
State Street
Massachusetts
+$467M
3
Deutsche Bank
Deutsche Bank
Germany
+$293M
4
Capital International Investors
Capital International Investors
California
+$284M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$167M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$577M
2
American Century Companies
American Century Companies
Missouri
-$278M
3
DSA
Davis Selected Advisers
Arizona
-$164M
4
Invesco
Invesco
Georgia
-$152M
5
EAM
Eagle Asset Management
Florida
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
801
Mogy Joel R Investment Counsel
California
$2.53M -$1.39M -35,300 -37%
OWD
802
Osborn Williams & Donohoe
Ohio
$2.53M -$3.94K -100 -0.2%
BCMO
803
Buckingham Capital Management (Ohio)
Ohio
$2.53M +$1.3K +33 +0.1%
NSAM
804
North Star Asset Management
Wisconsin
$2.5M +$2.21K +56 +0.1%
BBA
805
BLB&B Advisors
Pennsylvania
$2.49M -$27.4K -694 -1%
NPC
806
National Planning Corporation
California
$2.49M +$610K +15,454 +34%
BSPF
807
British Steel Pension Fund
United Kingdom
$2.49M -$153K -3,888 -6%
ST
808
Sabal Trust
Florida
$2.48M -$31K -786 -1%
LI
809
Longer Investments
Arkansas
$2.48M +$787K +19,950 +50%
AC
810
Alleghany Corporation
New York
$2.48M – – –
WT
811
Washington Trust
Rhode Island
$2.48M -$38.3K -971 -2%
Tudor Investment Corp
812
Tudor Investment Corp
Connecticut
$2.48M +$2.36M +59,903 New
WFG
813
Wills Financial Group
Virginia
$2.47M +$2.36M +59,901 New
SA
814
Strategic Advisors
New York
$2.47M +$1.73M +43,814 +273%
BTW
815
Boston Trust Walden
Massachusetts
$2.47M -$3.94K -100 -0.2%
MCC
816
Mid Continent Capital
Illinois
$2.47M -$927K -23,493 -28%
SGAM
817
Steinberg Global Asset Management
Florida
$2.47M -$28.8K -729 -1%
ONB
818
Old National Bancorp
Indiana
$2.47M -$11.5K -292 -0.5%
PCA
819
Personal Capital Advisors
California
$2.47M +$2.36M +59,719 New
TH
820
TCTC Holdings
Texas
$2.46M +$47.3K +1,200 +2%
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$2.46M +$2.35M +59,589 New
TTWM
822
TCV Trust & Wealth Management
Virginia
$2.46M +$69.1K +1,752 +3%
ECAM
823
East Coast Asset Management
Massachusetts
$2.45M +$187K +4,740 +9%
ICOM
824
Investment Counselors of Maryland
Maryland
$2.44M -$3.94K -100 -0.2%
SCM
825
Southport Capital Management
Tennessee
$2.44M +$39.4K +1,000 +2%
31 32
33
34 35

KO Hedge Fund Activity: Q4 2013 in Review

1,591 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2013, worth a combined $112B — up 2.3% from $109B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new KO positions and 49 closed out — a net gain of 147 holders — while 606 added to existing stakes and 628 trimmed.

The largest buyer was Northern Trust, adding an estimated $488M. The largest seller was JP Morgan Chase, cutting an estimated $577M.

  • 1,591 institutional investors held Coca-Cola (KO) as of Q4 2013, up from 1,463 in Q3 2013.
  • Funds reported $112B of Coca-Cola stock for Q4 2013, up 2.3% quarter-over-quarter.
  • 196 funds opened new Coca-Cola positions in Q4 2013 and 49 closed out, a net change of +147 holders.
  • The largest Coca-Cola buyer in Q4 2013 was Northern Trust, an estimated $488M added.
  • The largest Coca-Cola seller in Q4 2013 was JP Morgan Chase, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2013.