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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
MHC
276
Meyer Handelman Company
New York
$24.4M +$25.2M +608,300 New
PWLP
277
Prio Wealth Limited Partnership
Massachusetts
$23.5M +$24.2M +584,767 New
ESBC
278
E.S. Barr & Co
Kentucky
$23.2M +$23.9M +578,247 New
LCS
279
Levin Capital Strategies
New York
$23.1M +$23.8M +575,287 New
GG
280
Gofen & Glossberg
Illinois
$22.6M +$23.3M +563,655 New
SIM
281
Sadoff Investment Management
Wisconsin
$22.6M +$23.3M +562,842 New
JIC
282
Johnson Investment Counsel
Ohio
$22.6M +$23.3M +562,772 New
1IC
283
1919 Investment Counsel
Maryland
$22.6M +$23.3M +562,468 New
Janus Henderson Group
284
Janus Henderson Group
United Kingdom
$22.4M +$22.9M +554,070 New
USSCPF
285
United States Steel & Carnegie Pension Fund
New York
$22.2M +$22.9M +552,727 New
WF
286
Welch & Forbes
Massachusetts
$22.1M +$22.8M +550,407 New
M&T Bank
287
M&T Bank
New York
$21.9M +$22.6M +545,666 New
KIG
288
Kovitz Investment Group
Illinois
$21.2M +$21.9M +528,553 New
FC
289
Fiera Capital
New York
$21.2M +$21.9M +527,970 New
Two Sigma Advisers
290
Two Sigma Advisers
New York
$20.9M +$21.6M +521,436 New
PRA
291
Parametric Risk Advisors
Connecticut
$20.3M +$21M +506,932 New
BCM
292
Bridgeway Capital Management
Texas
$20.3M +$21M +506,564 New
ALA
293
Atherton Lane Advisers
California
$19.8M +$20.4M +492,390 New
YL
294
YCG LLC
Texas
$19.5M +$20.1M +485,946 New
GHA
295
Garcia Hamilton & Associates
Texas
$19.5M +$20.1M +486,192 New
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$19.5M +$20.1M +486,031 New
WTNA
297
Wilmington Trust National Association
Delaware
$19.5M +$20.1M +485,613 New
CIA
298
CCM Investment Advisers
South Carolina
$19.5M +$20.1M +485,131 New
SPC
299
Stewart & Patten Company
California
$19.3M +$19.9M +481,199 New
QIM
300
Quest Investment Management
Oregon
$19.2M +$19.8M +478,513 New
10 11
12
13 14

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.