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Coca-Cola
KO

1,476 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,476 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.57% more ownership

Funds ownership: 0% → 60.57% (+61%)

26% less call options, than puts

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

Holders
1,476
Holders Change
+1,476
Holders Change %
–
% of All Funds
48.17%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.03%
New
1,476
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
CWM
1126
Cabot Wealth Management
Massachusetts
$754K +$779K +18,805 New
MBT
1127
Monroe Bank & Trust
Michigan
$753K +$777K +18,772 New
EWA
1128
EP Wealth Advisors
California
$751K +$776K +18,733 New
NPIT
1129
National Penn Investors Trust
Pennsylvania
$748K +$772K +18,643 New
MPIA
1130
Mountain Pacific Investment Advisers
Idaho
$743K +$767K +18,518 New
Envestnet Asset Management
1131
Envestnet Asset Management
Illinois
$742K +$765K +18,488 New
FM
1132
Family Management
New York
$741K +$765K +18,480 New
HVIA
1133
Hudson Valley Investment Advisors
New York
$736K +$760K +18,358 New
PH
1134
Pinnacle Holdings
Oklahoma
$733K +$757K +18,281 New
SAM
1135
Summit Asset Management
Tennessee
$728K +$752K +18,159 New
ROTUOC
1136
Regents of the University of California
California
$722K +$745K +18,000 New
KT
1137
Kanaly Trust
Texas
$720K +$744K +17,960 New
RB
1138
Rodgers Brothers
Pennsylvania
$719K +$742K +17,924 New
KWMG
1139
King Wealth Management Group
Florida
$717K +$740K +17,885 New
ECM
1140
Endex Capital Management
Kansas
$717K +$741K +17,888 New
HH
1141
Hilltop Holdings
Texas
$712K +$734K +17,740 New
CCM
1142
Check Capital Management
California
$710K +$733K +17,701 New
DAC
1143
Dividend Assets Capital
South Carolina
$710K +$733K +17,703 New
AI
1144
Atria Investments
North Carolina
$710K +$733K +17,710 New
FFA
1145
First Foundation Advisors
California
$708K +$731K +17,646 New
CCMD
1146
Cypress Capital Management (Delaware)
Delaware
$701K +$723K +17,468 New
BCM
1147
Bluefin Capital Management
New York
$700K +$706K +17,063 New
HCM
1148
Highlander Capital Management
New Jersey
$699K +$722K +17,431 New
AP
1149
Atwood & Palmer
Missouri
$698K +$720K +17,396 New
CL
1150
CPWM LLC
Washington
$698K +$720K +17,397 New
44 45
46
47 48

KO Hedge Fund Activity: Q2 2013 in Review

1,476 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,476 funds opened new KO positions and 0 closed out — a net gain of 1,476 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,476 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.
  • 1,476 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,476 holders.

Based on aggregated 13F filings for Q2 2013.