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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
NFG
1201
Nadler Financial Group
Illinois
$562K +$580K +14,021 New
AWA
1202
AmeriServ Wealth Advisors
Pennsylvania
$559K +$577K +13,931 New
KTC
1203
Kistler-Tiffany Companies
Pennsylvania
$557K +$575K +13,898 New
AT
1204
Acadia Trust
Maine
$555K +$572K +13,825 New
DSAM
1205
Dock Street Asset Management
Florida
$551K +$568K +13,728 New
PAI
1206
Pittenger & Anderson Inc
Nebraska
$547K +$565K +13,640 New
ANBT
1207
American National Bank & Trust
Texas
$546K +$563K +13,605 New
ICM
1208
IMS Capital Management
Oregon
$543K +$560K +13,532 New
PAM
1209
Paradigm Asset Management
New York
$541K +$559K +13,500 New
PHAM
1210
Palisades Hudson Asset Management
Florida
$541K +$558K +13,484 New
LIM
1211
Lathrop Investment Management
Arkansas
$539K +$556K +13,438 New
BSWMG
1212
Barrington Strategic Wealth Management Group
Illinois
$538K +$556K +13,423 New
PFM
1213
PacWest Financial Management
Arizona
$537K +$554K +13,377 New
NI
1214
NFC Investments
Tennessee
$530K +$547K +13,214 New
SRC
1215
Shufro Rose & Co
New York
$530K +$547K +13,216 New
GCM
1216
Grisanti Capital Management
New York
$529K +$544K +13,142 New
CPO
1217
Cerity Partners OCIO
New York
$527K +$544K +13,132 New
BP
1218
Ballentine Partners
Massachusetts
$526K +$543K +13,108 New
ACP
1219
Aviance Capital Partners
Florida
$526K +$543K +13,110 New
SL
1220
Summitry LLC
California
$525K +$542K +13,084 New
I
1221
IberiaBank
Louisiana
$525K +$542K +13,100 New
RIA
1222
Regal Investment Advisors
Michigan
$521K +$534K +12,898 New
HBWM
1223
Hollow Brook Wealth Management
New York
$521K +$538K +13,000 New
WG
1224
Winchester Group
New York
$521K +$538K +13,000 New
LPT
1225
Legacy Private Trust
Wisconsin
$519K +$535K +12,934 New
47 48
49
50 51

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.