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Coca-Cola
KO

1,477 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,477 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.58% more ownership

Funds ownership: 0% → 60.58% (+61%)

26% less call options, than puts

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

Holders
1,477
Holders Change
+1,477
Holders Change %
–
% of All Funds
48.19%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.02%
New
1,477
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
CL
1151
CPWM LLC
Washington
$698K +$720K +17,397 New
JWA
1152
JFS Wealth Advisors
Pennsylvania
$696K +$719K +17,359 New
Boston Partners
1153
Boston Partners
Massachusetts
$693K +$715K +17,270 New
CAG
1154
Crestwood Advisors Group
Massachusetts
$688K +$710K +17,145 New
FM
1155
Forward Management
California
$687K +$709K +17,129 New
FBT
1156
Founders Bank & Trust
Michigan
$686K +$708K +17,108 New
CM
1157
Castleark Management
Illinois
$683K +$705K +17,020 New
AIA
1158
Arbor Investment Advisors
North Carolina
$681K +$703K +16,979 New
FBC
1159
Fairfield, Bush & Co
Connecticut
$679K +$701K +16,923 New
DMC
1160
Drexel Morgan & Co
Pennsylvania
$675K +$697K +16,838 New
MFIMFI
1161
Mesirow Financial Investment Management - Fixed Income
Illinois
$673K +$695K +16,778 New
ACM
1162
Academy Capital Management
Texas
$672K +$694K +16,762 New
CTC (Chicago Trading Company)
1163
CTC (Chicago Trading Company)
Illinois
$671K +$693K +16,749 New
MWAC
1164
Mariner Wealth Advisors (Cincinnati)
Ohio
$670K +$692K +16,705 New
EWM
1165
Endurance Wealth Management
Rhode Island
$667K +$689K +16,633 New
CF
1166
CNA Financial
Illinois
$666K +$687K +16,600 New
UBV
1167
United Bank (Virginia)
Virginia
$665K +$687K +16,593 New
CIC
1168
Carnegie Investment Counsel
Ohio
$662K +$683K +16,504 New
DCM
1169
Donaldson Capital Management
Indiana
$651K +$672K +16,221 New
CCM
1170
Catawba Capital Management
Virginia
$647K +$668K +16,130 New
GC
1171
Grimes & Company
Massachusetts
$646K +$667K +16,121 New
AAM
1172
Azzad Asset Management
Virginia
$640K +$694K +16,769 New
PAM
1173
Private Asset Management
California
$638K +$659K +15,909 New
PWM
1174
ParenteBeard Wealth Management
Pennsylvania
$636K +$656K +15,848 New
DBG
1175
De Burlo Group
Massachusetts
$622K +$642K +15,512 New
45 46
47
48 49

KO Hedge Fund Activity: Q2 2013 in Review

1,477 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,477 funds opened new KO positions and 0 closed out — a net gain of 1,477 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,477 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.
  • 1,477 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,477 holders.

Based on aggregated 13F filings for Q2 2013.