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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
APFBOT
451
Amica Pension Fund Board of Trustees
Rhode Island
$7.91M +$8.16M +197,152 New
MAM
452
Martingale Asset Management
Massachusetts
$7.87M +$8.13M +196,306 New
CAMI
453
Concord Asset Management (Illinois)
Illinois
$7.84M +$8.1M +195,565 New
BP
454
Banyan Partners
Florida
$7.73M +$7.98M +192,684 New
BAM
455
Berkshire Asset Management
Pennsylvania
$7.72M +$7.97M +192,533 New
HAM
456
Highstreet Asset Management
Ontario, Canada
$7.69M +$7.94M +191,700 New
CTA
457
Colonial Trust Advisors
South Carolina
$7.63M +$7.87M +190,098 New
PAMG
458
Patton Albertson Miller Group
Tennessee
$7.62M +$7.86M +189,854 New
TAM
459
Timucuan Asset Management
Florida
$7.61M +$7.86M +189,736 New
SC
460
SouthState Corp
Florida
$7.6M +$7.84M +189,446 New
CNB
461
City National Bank
California
$7.6M +$7.84M +189,408 New
SCA
462
STALEY CAPITAL ADVISERS
Pennsylvania
$7.51M +$7.75M +187,209 New
TCT
463
TIAA CREF Trust
Missouri
$7.43M +$7.66M +185,133 New
Cambridge Investment Research Advisors
464
Cambridge Investment Research Advisors
Iowa
$7.39M +$7.63M +184,328 New
LMGAM
465
Liberty Mutual Group Asset Management
Massachusetts
$7.34M +$7.58M +182,991 New
DCM
466
Decatur Capital Management
Georgia
$7.3M +$7.54M +182,005 New
AIM
467
abrdn Investment Management
United Kingdom
$7.28M +$7.52M +181,561 New
TAM
468
Taurus Asset Management
New York
$7.27M +$7.51M +181,322 New
GRQ
469
Gardner Russo & Quinn
Pennsylvania
$7.27M +$7.51M +181,303 New
RSVP
470
Ramsay Stattman Vela & Price
Colorado
$7.27M +$7.5M +181,264 New
AAM
471
AR Asset Management
California
$7.21M +$7.45M +179,842 New
GIM
472
Goelzer Investment Management
Indiana
$7.21M +$7.44M +179,740 New
STC
473
SEI Trust Company
Pennsylvania
$7.19M +$7.42M +179,282 New
GJIC
474
Gamble Jones Investment Counsel
California
$7.13M +$7.36M +177,679 New
BC
475
Brookfield Corp
Ontario, Canada
$7.04M +$727K +17,550 New
17 18
19
20 21

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.