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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
MCM
901
Maryland Capital Management
Maryland
$1.88M -$254K -6,443 -12%
OMCS
902
Old Mutual Customised Solutions
South Africa
$1.86M – – –
BAM
903
Brave Asset Management
New Jersey
$1.86M +$1.78M +45,070 New
CCM
904
Coldstream Capital Management
Washington
$1.86M -$27.8K -705 -2%
MM
905
Midas Management
New York
$1.86M +$592K +15,000 +50%
ECM
906
ETrade Capital Management
Virginia
$1.85M +$293K +7,434 +20%
OA
907
Oxbow Advisors
Texas
$1.83M +$8.13K +206 +0.5%
BC
908
Burney Company
Virginia
$1.82M -$82.1K -2,081 -5%
FCB
909
First Citizens Bancorporation
South Carolina
$1.82M -$45.2K -1,145 -3%
AAM
910
Augustine Asset Management
Florida
$1.8M -$537K -13,614 -24%
OCM
911
Orleans Capital Management
Louisiana
$1.8M +$54.9K +1,391 +3%
DG
912
Davidson & Garrard
Virginia
$1.8M -$35.6K -902 -2%
AP
913
Advisor Partners
California
$1.8M +$195K +4,945 +13%
VIP
914
Vantage Investment Partners
Missouri
$1.79M -$11.1K -282 -0.6%
GT
915
Greenleaf Trust
Michigan
$1.79M +$13K +329 +0.8%
WCA
916
Waratah Capital Advisors
Ontario, Canada
$1.78M +$1.7M +43,200 New
MHIM
917
MacNealy Hoover Investment Management
Ohio
$1.78M +$1.7M +43,206 New
NAMA
918
Nikko Asset Management Americas
New York
$1.78M -$454K -11,500 -21%
BCM
919
Boltwood Capital Management
California
$1.78M +$35.5K +900 +2%
TWM
920
Torch Wealth Management
Ohio
$1.78M +$1.7M +43,122 New
TFF
921
Timothy F. Fidgeon
$1.76M -$39.4K -1,000 -2%
BE
922
Bonness Enterprises
District of Columbia
$1.76M – – –
HPCM
923
High Pointe Capital Management
Illinois
$1.76M -$424K -10,750 -20%
PMFA
924
Plante Moran Financial Advisors
Michigan
$1.75M +$87.8K +2,227 +6%
NPF
925
Norris Perne & French
Michigan
$1.74M +$27K +685 +2%
35 36
37
38 39

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.