We are live on ! Find out more
KO icon

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
ANTB
876
AMG National Trust Bank
Colorado
$2.03M +$1.77K +45 +0.1%
SHWM
877
Smith & Howard Wealth Management
Georgia
$2M -$27.5K -698 -1%
PIA
878
Peachtree Investment Advisors
Georgia
$2M +$1.91M +48,431 New
WJA
879
Williams Jones & Associates
New York
$1.99M -$293K -7,429 -13%
LPC
880
Loeb Partners Corp
New York
$1.99M -$158K -4,000 -8%
SLA
881
Silver Lake Advisory
Utah
$1.99M +$1.9M +48,163 New
FMC
882
First Merchants Corp
Indiana
$1.99M +$7.89K +200 +0.4%
CC
883
Courier Capital
New York
$1.98M +$83K +2,104 +5%
RGC
884
Roberts, Glore & Co
Illinois
$1.98M -$39.4K -1,000 -2%
LSV Asset Management
885
LSV Asset Management
Illinois
$1.97M -$660K -16,730 -26%
HTHT
886
Hemenway Trust Hemenway Trust
New Hampshire
$1.97M +$43.4K +1,100 +2%
RT
887
Rockland Trust
Massachusetts
$1.97M +$68.8K +1,745 +4%
SCM
888
Stux Capital Management
New York
$1.96M +$39.4K +1,000 +2%
CTI
889
Community Trust & Investment
Kentucky
$1.95M +$516K +13,093 +38%
HC
890
Highmount Capital
New York
$1.94M -$2.69M -68,200 -59%
ST
891
Stifel Trust
Missouri
$1.94M +$7.89K +200 +0.4%
BAS
892
Brown Advisory Securities
Maryland
$1.94M -$29.7K -752 -2%
PCMC
893
Paragon Capital Management (Colorado)
Colorado
$1.92M +$68.6K +1,740 +4%
WRM
894
Westport Resources Management
Connecticut
$1.91M +$107K +2,705 +6%
HR
895
Howe & Rusling
New York
$1.89M +$97.7K +2,478 +6%
GLA
896
Great Lakes Advisors
Illinois
$1.89M -$722K -18,311 -29%
MMG
897
Monetary Management Group
Missouri
$1.89M +$1.35M +34,235 +297%
RMSCM
898
R.M. Sincerbeaux Capital Management
New York
$1.89M +$1.8M +45,760 New
EM
899
Excalibur Management
Massachusetts
$1.88M +$101K +2,560 +6%
ICOA
900
Investment Centers of America
North Dakota
$1.88M -$1.3M -32,934 -40%
34 35
36
37 38

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.