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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
RIG
1301
Renaissance Investment Group
Massachusetts
$348K +$359K +8,670 New
SAM
1302
Strategy Asset Managers
California
$347K +$358K +8,644 New
CHAM
1303
Clear Harbor Asset Management
Connecticut
$345K +$356K +8,600 New
FC
1304
FIC Capital
New York
$345K +$356K +8,604 New
CIP
1305
Cornerstone Investment Partners
Georgia
$343K +$354K +8,540 New
TF
1306
Tompkins Financial
New York
$343K +$354K +8,545 New
ZIG
1307
Zuckerman Investment Group
Illinois
$341K +$352K +8,500 New
DMK
1308
David M. Knott
$337K +$348K +8,400 New
KMC
1309
Kirr Marbach & Co
Indiana
$335K +$346K +8,346 New
LCM
1310
Liberty Capital Management
Michigan
$328K +$338K +8,170 New
BMC
1311
Benin Management Corp
Connecticut
$325K +$336K +8,110 New
MCM
1312
MAI Capital Management
Ohio
$324K +$334K +8,069 New
Verition Fund Management
1313
Verition Fund Management
Connecticut
$324K +$335K +8,083 New
SFS
1314
Signator Financial Services
Massachusetts
$322K +$333K +8,040 New
MC
1315
MSF Capital
New York
$321K – – –
DFIM
1316
Detwiler Fenton Investment Management
Massachusetts
$321K +$331K +8,000 New
UFG
1317
United Fire Group
Iowa
$321K +$331K +8,000 New
YMRC
1318
Yorktown Management & Research Company
Virginia
$321K +$331K +8,000 New
EFSCE
1319
Enterprise Financial Services Corp (EFSC)
Missouri
$321K +$332K +8,013 New
DWT
1320
Dorsey & Whitney Trust
South Dakota
$320K +$331K +7,998 New
WTB
1321
Washington Trust Bank
Washington
$319K +$329K +7,945 New
HCC
1322
Hirtle Callaghan & Co
Pennsylvania
$318K +$326K +7,878 New
PAS
1323
Partnervest Advisory Services
California
$318K +$329K +7,939 New
AW
1324
Alpha Windward
Massachusetts
$317K +$327K +7,906 New
TWA
1325
TCI Wealth Advisors
Arizona
$311K +$321K +7,749 New
51 52
53
54 55

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.