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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
CCB
1376
Cutter & Co Brokerage
Missouri
$237K +$245K +5,921 New
BMM
1377
Berkshire Money Management
Massachusetts
$235K +$243K +5,865 New
1GA
1378
1st Global Advisors
Texas
$233K +$240K +5,797 New
PFS
1379
Prospera Financial Services
Texas
$232K +$238K +5,743 New
RCM
1380
Reynolds Capital Management
Nevada
$229K +$236K +5,700 New
AC
1381
Alexandria Capital
Virginia
$229K +$237K +5,719 New
JAFL
1382
Jay A. Fishman Ltd
Michigan
$229K +$236K +5,700 New
HCM
1383
Harvest Capital Management
New Hampshire
$227K +$234K +5,650 New
ACM
1384
Alta Capital Management
Utah
$226K +$234K +5,654 New
TIC
1385
Trees Investment Counsel
Illinois
$225K +$232K +5,600 New
AWM
1386
Altavista Wealth Management
North Carolina
$224K +$232K +5,594 New
BC
1387
Barnett & Company
Tennessee
$223K +$230K +5,559 New
AA
1388
ALPS Advisors
Colorado
$222K +$229K +5,525 New
LIA
1389
LBMC Investment Advisors
Tennessee
$222K +$229K +5,534 New
CANC
1390
Culbertson A N & Co
Virginia
$221K +$228K +5,518 New
DJSG
1391
D.J. St. Germain
Massachusetts
$219K +$226K +5,460 New
GIM
1392
Greystone Investment Management
Ohio
$219K +$226K +5,462 New
SSWM
1393
Smith Salley Wealth Management
North Carolina
$216K +$223K +5,392 New
TSWM
1394
Triangle Securities Wealth Management
North Carolina
$213K +$220K +5,320 New
NL
1395
NWAM LLC
Washington
$211K +$218K +5,259 New
MI
1396
Mercer Investments
Massachusetts
$208K +$215K +5,187 New
BBNB
1397
Baker Boyer National Bank
Washington
$207K +$213K +5,150 New
ZIM
1398
Zacks Investment Management
Illinois
$207K +$214K +5,169 New
MS
1399
Madison Scottsdale
Arizona
$205K +$211K +5,100 New
HS
1400
Huntington Steele
Pennsylvania
$204K +$211K +5,086 New
54 55
56
57 58

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.