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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
JWA
1151
JFS Wealth Advisors
Pennsylvania
$696K +$719K +17,359 New
Boston Partners
1152
Boston Partners
Massachusetts
$693K +$715K +17,270 New
CAG
1153
Crestwood Advisors Group
Massachusetts
$688K +$710K +17,145 New
FM
1154
Forward Management
California
$687K +$709K +17,129 New
FBT
1155
Founders Bank & Trust
Michigan
$686K +$708K +17,108 New
CM
1156
Castleark Management
Illinois
$683K +$705K +17,020 New
AIA
1157
Arbor Investment Advisors
North Carolina
$681K +$703K +16,979 New
FBC
1158
Fairfield, Bush & Co
Connecticut
$679K +$701K +16,923 New
DMC
1159
Drexel Morgan & Co
Pennsylvania
$675K +$697K +16,838 New
MFIMFI
1160
Mesirow Financial Investment Management - Fixed Income
Illinois
$673K +$695K +16,778 New
ACM
1161
Academy Capital Management
Texas
$672K +$694K +16,762 New
CTC (Chicago Trading Company)
1162
CTC (Chicago Trading Company)
Illinois
$671K +$693K +16,749 New
MWAC
1163
Mariner Wealth Advisors (Cincinnati)
Ohio
$670K +$692K +16,705 New
EWM
1164
Endurance Wealth Management
Rhode Island
$667K +$689K +16,633 New
CF
1165
CNA Financial
Illinois
$666K +$687K +16,600 New
UBV
1166
United Bank (Virginia)
Virginia
$665K +$687K +16,593 New
CIC
1167
Carnegie Investment Counsel
Ohio
$662K +$683K +16,504 New
DCM
1168
Donaldson Capital Management
Indiana
$651K +$672K +16,221 New
CCM
1169
Catawba Capital Management
Virginia
$647K +$668K +16,130 New
GC
1170
Grimes & Company
Massachusetts
$646K +$667K +16,121 New
AAM
1171
Azzad Asset Management
Virginia
$640K +$694K +16,769 New
PAM
1172
Private Asset Management
California
$638K +$659K +15,909 New
PWM
1173
ParenteBeard Wealth Management
Pennsylvania
$636K +$656K +15,848 New
DBG
1174
De Burlo Group
Massachusetts
$622K +$642K +15,512 New
SCM
1175
Sterneck Capital Management
Missouri
$619K +$639K +15,434 New
45 46
47
48 49

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.