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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
EBSAM
1326
Eubel Brady & Suttman Asset Management
Ohio
$307K +$316K +7,642 New
FIB
1327
First Interstate Bank
Montana
$306K +$316K +7,624 New
TAM
1328
Todd Asset Management
Kentucky
$305K +$315K +7,610 New
WCF
1329
West Coast Financial
California
$303K +$313K +7,553 New
CCM
1330
Condor Capital Management
New Jersey
$299K +$309K +7,466 New
SWA
1331
SFMG Wealth Advisors
Texas
$298K +$308K +7,429 New
SCM
1332
SOL Capital Management
Maryland
$296K +$305K +7,374 New
AIS
1333
APG Investment Services
Netherlands
$294K +$304K +7,342 New
IFB
1334
iAB Financial Bank
Indiana
$292K +$301K +7,280 New
FCT
1335
Family Capital Trust
Massachusetts
$291K +$300K +7,250 New
LCM
1336
Logan Capital Management
Pennsylvania
$289K +$153K +3,700 New
DBT
1337
Dubuque Bank & Trust
Iowa
$287K +$296K +7,150 New
BSA
1338
Braun Stacey Associates
New York
$285K +$294K +7,100 New
GIP
1339
Granite Investment Partners
California
$284K +$293K +7,088 New
EWM
1340
Empirical Wealth Management
Washington
$283K +$292K +7,057 New
MWM
1341
Modera Wealth Management
New Jersey
$283K +$292K +7,062 New
CHFS
1342
Cobble Hill Financial Services
New Jersey
$281K +$290K +7,000 New
EIA
1343
Edgemoor Investment Advisors
Maryland
$281K +$290K +7,000 New
OSNBOA
1344
Old Second National Bank of Aurora
Illinois
$270K +$279K +6,745 New
IUAM
1345
Itau USA Asset Management
New York
$269K +$277K +6,700 New
M
1346
MOTCO
Texas
$269K +$278K +6,721 New
FANJ
1347
Financial Architects (New Jersey)
New Jersey
$268K +$277K +6,682 New
VFP
1348
Verus Financial Partners
Virginia
$265K +$274K +6,607 New
LGC
1349
Laurel Grove Capital
California
$263K +$271K +6,548 New
MBE
1350
Michael B. Elefante
$263K +$272K +6,572 New
52 53
54
55 56

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.