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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
SFM
1251
Signature Financial Management
Virginia
$449K +$463K +11,171 New
AIM
1252
Aspen Investment Management
Michigan
$448K +$462K +11,170 New
SWK
1253
Stephen W. Kidder
$448K +$463K +11,171 New
FPCM
1254
Financial Partners Capital Management
New York
$446K +$460K +11,110 New
SBCM
1255
Silver Bridge Capital Management
Massachusetts
$445K +$460K +11,105 New
PWW
1256
Pettyjohn Wood & White
Virginia
$442K +$456K +11,016 New
WCM Investment Management
1257
WCM Investment Management
California
$439K +$453K +10,946 New
CAM
1258
Cubic Asset Management
Massachusetts
$439K +$453K +10,950 New
CAI
1259
Capital Advisors Inc
Oklahoma
$437K +$451K +10,902 New
FTI
1260
Fiduciary Trust International
Massachusetts
$437K +$451K +10,904 New
HJGA
1261
Hardman Johnston Global Advisors
Connecticut
$435K +$449K +10,856 New
BFEC
1262
Benjamin F. Edwards & Company
Missouri
$433K +$447K +10,786 New
GGPS
1263
Gary Goldberg Planning Services
New York
$431K +$445K +10,749 New
FM
1264
Foster & Motley
Ohio
$428K +$441K +10,661 New
GI
1265
Glovista Investments
New Jersey
$428K +$442K +10,666 New
FNBOH
1266
First National Bank of Hutchinson
Kansas
$425K +$439K +10,600 New
RRWJ
1267
R. Robert Woodburn Jr
$424K +$438K +10,580 New
BHTS
1268
Bar Harbor Trust Services
Maine
$422K +$435K +10,510 New
FBA
1269
Front Barnett Associates
Illinois
$415K +$429K +10,354 New
SBWIC
1270
Schaper Benz & Wise Investment Counsel
Wisconsin
$413K +$427K +10,309 New
HCM
1271
Hutchinson Capital Management
California
$407K +$421K +10,158 New
TT
1272
Tiedemann Trust
Delaware
$403K +$417K +10,060 New
VIMU
1273
Veritas Investment Management (UK)
United Kingdom
$402K +$415K +10,030 New
PAWC
1274
P.A.W. Capital
Connecticut
$401K +$414K +10,000 New
UMA
1275
USA Mutuals Advisors
Texas
$401K +$414K +10,000 New
49 50
51
52 53

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.