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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
SACTSONJ
851
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.22M – – –
SFS
852
Strategic Financial Services
New York
$2.21M -$43.1K -1,093 -2%
BA
853
Boston Advisors
Massachusetts
$2.19M +$116K +2,938 +6%
BPM
854
Bowling Portfolio Management
Ohio
$2.17M -$19.5K -495 -0.9%
LCM
855
Leonard Capital Management
Florida
$2.17M – – –
SCIA
856
Sanibel Captiva Investment Advisers
Illinois
$2.17M +$744K +18,870 +56%
RAM
857
Roanoke Asset Management
New Jersey
$2.15M +$37.5K +950 +2%
Edgewood Management
858
Edgewood Management
Connecticut
$2.14M – – –
HCM
859
Hodges Capital Management
Texas
$2.14M -$272K -6,900 -12%
AMIM
860
Aull & Monroe Investment Management
Alabama
$2.13M +$8.05K +204 +0.4%
FMB
861
Field & Main Bank
Kentucky
$2.12M +$2.02M +51,256 New
GAM
862
Guinness Asset Management
United Kingdom
$2.1M +$241K +6,100 +14%
ICAS
863
Investors Capital Advisory Services
Massachusetts
$2.09M -$42K -1,064 -2%
CC
864
Colrain Capital
Massachusetts
$2.09M +$730K +18,500 +58%
TBA
865
Tower Bridge Advisors
Pennsylvania
$2.08M +$82.8K +2,100 +4%
Mariner
866
Mariner
Kansas
$2.08M -$238K -6,041 -11%
BAM
867
Burnham Asset Management
New York
$2.08M -$31.4K -795 -2%
NIC
868
Northwest Investment Counselors
Oregon
$2.07M -$11.8K -300 -0.6%
SAIG
869
Semper Augustus Investments Group
Colorado
$2.07M – – –
CAL
870
Capital Analysts LLC
Pennsylvania
$2.07M +$130K +3,303 +7%
BWAM
871
Boyd Watterson Asset Management
Ohio
$2.06M +$518K +13,138 +36%
RIL
872
Rothschild Investment LLC
Illinois
$2.06M +$8.28K +210 +0.4%
EI
873
Excelsia Inc
Georgia
$2.06M -$194K -4,930 -9%
CBU
874
CIBC Bank USA
Illinois
$2.05M -$35.1K -890 -2%
HC
875
Hourglass Capital
Texas
$2.03M -$58.4K -1,480 -3%
33 34
35
36 37

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.