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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
SIM
101
Sprucegrove Investment Management
Ontario, Canada
$144M +$149M +3,588,600 New
Caisse de Depot et Placement du Quebec (CDPQ)
102
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M +$147M +3,546,000 New
MNA
103
Manning & Napier Advisors
New York
$141M +$145M +3,513,883 New
GIA
104
Gateway Investment Advisers
Ohio
$139M +$144M +3,466,169 New
PAM
105
Panagora Asset Management
Massachusetts
$138M +$142M +3,429,791 New
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$135M +$140M +3,373,900 New
JHIU
107
Janus Henderson Investors US
Colorado
$133M +$137M +3,319,826 New
TA
108
Teachers Advisors
New York
$130M +$134M +3,235,591 New
FAM
109
Fred Alger Management
New York
$129M +$133M +3,205,549 New
WT
110
Wellcome Trust
United Kingdom
$128M +$132M +3,200,000 New
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$128M +$132M +3,179,088 New
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$127M +$132M +3,176,291 New
Two Sigma Investments
113
Two Sigma Investments
New York
$127M +$131M +3,156,498 New
MAM
114
Magellan Asset Management
Australia
$124M +$128M +3,085,964 New
AQR Capital Management
115
AQR Capital Management
Connecticut
$121M +$125M +3,008,902 New
RFC
116
Regions Financial Corp
Alabama
$121M +$125M +3,008,436 New
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$120M +$124M +2,991,896 New
Westfield Capital Management
118
Westfield Capital Management
Massachusetts
$120M +$123M +2,979,852 New
GI
119
GAMCO Investors
Connecticut
$119M +$123M +2,977,593 New
BG
120
Bahl & Gaynor
Ohio
$119M +$123M +2,970,775 New
GF
121
Gabelli Funds
New York
$116M +$119M +2,880,400 New
SC
122
Stralem & Co
New York
$115M +$119M +2,874,419 New
NFA
123
Nationwide Fund Advisors
Ohio
$115M +$119M +2,866,475 New
Franklin Resources
124
Franklin Resources
California
$114M +$118M +2,852,574 New
SBAM
125
Santa Barbara Asset Management
California
$114M +$118M +2,839,733 New
3 4
5
6 7

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.