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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
SAM
376
Securian Asset Management
Minnesota
$13.4M +$13.8M +334,476 New
TMAM
377
Tokio Marine Asset Management
Japan
$13.1M +$13.5M +326,540 New
KFC
378
Klingenstein Fields & Co
New York
$12.9M +$13.4M +322,748 New
MTC
379
McDaniel Terry & Co
Texas
$12.9M +$13.4M +322,706 New
PP
380
Patten & Patten
Tennessee
$12.7M +$13.1M +315,991 New
EGA
381
Eagle Global Advisors
Texas
$12.5M +$12.9M +311,609 New
FHC
382
First Horizon Corporation
Tennessee
$12.4M +$12.8M +309,717 New
MME
383
Meag Munich Ergo
Germany
$12.4M +$12.7M +306,645 New
WPC
384
Waters Parkerson & Co
Louisiana
$12.4M +$12.8M +308,321 New
KWILP
385
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.3M +$12.7M +306,869 New
QBFM
386
QS Batterymarch Financial Management
New York
$12.3M +$12.7M +306,486 New
MA
387
Montag & Associates
Georgia
$12.2M +$12.6M +304,953 New
AIM
388
Avity Investment Management
Connecticut
$12.2M +$12.6M +304,512 New
NLGIA
389
Nippon Life Global Investors Americas
New York
$12.2M +$12.6M +303,326 New
JGUA
390
John G. Ullman & Associates
New York
$12.2M +$12.6M +303,192 New
AT
391
Arvest Trust
Oklahoma
$12.1M +$12.5M +301,845 New
STI
392
Susquehanna Trust & Investment
Pennsylvania
$12.1M +$12.4M +300,624 New
ADEF
393
Adams Diversified Equity Fund
Maryland
$12M +$12.4M +300,000 New
BF
394
BOK Financial
Oklahoma
$12M +$12.4M +299,222 New
CAM
395
Coronation Asset Management
South Africa
$11.9M +$12.3M +296,905 New
RGA
396
Red Granite Advisors
Wisconsin
$11.8M +$12.1M +293,313 New
HIMC
397
Heritage Investors Management Corp
Maryland
$11.7M +$12.1M +291,655 New
SLI
398
Sumitomo Life Insurance
Japan
$11.6M +$11.9M +288,492 New
JAM
399
JCIC Asset Management
Ontario, Canada
$11.5M +$11.8M +285,605 New
HCMNY
400
Howard Capital Management (New York)
New York
$11.5M +$11.8M +285,627 New
14 15
16
17 18

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.