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Coca-Cola

1,463 hedge funds and large institutions have $109B invested in Coca-Cola in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $108B → $109B (+$848M)

0% more ownership

Funds ownership: 60.57%60.58% (+0%)

1% less funds holding

Funds holding: 1,4761,463 (-13)

2% less repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 612

20% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.43B

23% less funds holding in top 10

Funds holding in top 10: 154119 (-35)

Holders
1,463
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
47.44%
Holding in Top 10
119
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.73%
% of All Funds
3.86%
New
75
Increased
597
Reduced
612
Closed
74
Calls
$1.15B
Puts
$1.43B
Net Calls
-$280M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$15.2B
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.17B +$132M +3,339,641 +2%
LTI
3
Laffer Tengler Investments
Tennessee
$7.08B -$5.85M -147,876 Closed
State Street
4
State Street
Massachusetts
$6.25B -$134M -3,384,520 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.72B -$1.14B -28,783,976 -19%
BIT
6
BlackRock Institutional Trust
California
$3.81B -$31.3M -792,266 -0.8%
Northern Trust
7
Northern Trust
Illinois
$2.21B -$132M -3,347,209 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.15B +$13.9M +351,997 +0.6%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.61B +$52.3M +1,323,656 +3%
BFA
10
BlackRock Fund Advisors
California
$1.53B +$106M +2,691,603 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.53B -$66.8M -1,689,544 -4%
YAM
12
Yacktman Asset Management
Texas
$1.51B +$463M +11,709,905 +42%
Norges Bank
13
Norges Bank
Norway
$1.39B -$749K -18,948 -0.1%
Capital World Investors
14
Capital World Investors
California
$1.31B -$188M -4,745,300 -12%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$1.29B
SF
16
Sarofim Fayez
Texas
$1.27B +$1.33B +33,614,126 New
BG
17
BlackRock Group
United Kingdom
$1.23B +$106M +2,673,709 +9%
Capital Research Global Investors
18
Capital Research Global Investors
California
$1.1B -$39.1M -990,000 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.03B +$24.9M +630,765 +2%
Bank of America
20
Bank of America
North Carolina
$1.01B -$228M -5,763,288 -18%
Deutsche Bank
21
Deutsche Bank
Germany
$990M +$167M +4,223,181 +19%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$888M +$4.92M +124,500 +0.5%
TCIM
23
TIAA CREF Investment Management
New York
$814M -$23.2M -586,062 -3%
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$793M +$50.5M +1,278,007 +7%
SB
25
Suntrust Banks
Georgia
$738M -$59.1M -1,494,882 -7%

KO Hedge Fund Activity: Q3 2013 in Review

1,463 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2013, worth a combined $109B — up 0.78% from $108B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new KO positions and 74 closed out — a net gain of 1 holder — while 597 added to existing stakes and 612 trimmed.

The largest buyer was Yacktman Asset Management, adding an estimated $463M. The largest seller was Fidelity Investments, cutting an estimated $1.14B.

  • 1,463 institutional investors held Coca-Cola (KO) as of Q3 2013, down from 1,476 in Q2 2013.
  • Funds reported $109B of Coca-Cola stock for Q3 2013, up 0.78% quarter-over-quarter.
  • 75 funds opened new Coca-Cola positions in Q3 2013 and 74 closed out, a net change of +1 holder.
  • The largest Coca-Cola buyer in Q3 2013 was Yacktman Asset Management, an estimated $463M added.
  • The largest Coca-Cola seller in Q3 2013 was Fidelity Investments, an estimated $1.14B sold.

Based on aggregated 13F filings for Q3 2013.