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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
Wells Fargo
26
Wells Fargo
California
$780M +$805M +19,437,091 New
Legal & General Group
27
Legal & General Group
United Kingdom
$768M +$793M +19,155,079 New
BA
28
BlackRock Advisors
Delaware
$741M +$764M +18,464,012 New
Morgan Stanley
29
Morgan Stanley
New York
$586M +$605M +14,614,240 New
DSA
30
Davis Selected Advisers
Arizona
$567M +$586M +14,142,528 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$552M +$570M +13,774,423 New
Invesco
32
Invesco
Georgia
$543M +$560M +13,537,591 New
U
33
UBS
Switzerland
$540M +$558M +13,467,596 New
MC
34
Montag & Caldwell
Georgia
$537M +$554M +13,383,806 New
Goldman Sachs
35
Goldman Sachs
New York
$521M +$538M +12,983,519 New
American Century Companies
36
American Century Companies
Missouri
$511M +$528M +12,749,341 New
SF
37
Synovus Financial
Georgia
$497M +$513M +12,386,749 New
UBS AM
38
UBS AM
Illinois
$488M +$504M +12,165,204 New
MAA
39
Managed Account Advisors
New Jersey
$484M +$500M +12,076,997 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$465M +$480M +11,599,950 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$464M +$479M +11,572,742 New
BIM
42
BlackRock Investment Management
Delaware
$464M +$479M +11,561,495 New
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$431M +$444M +10,733,395 New
Wellington Management Group
44
Wellington Management Group
Massachusetts
$430M +$443M +10,708,423 New
Fisher Asset Management
45
Fisher Asset Management
Washington
$426M +$440M +10,622,806 New
CS
46
Credit Suisse
Switzerland
$423M +$437M +10,557,188 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$419M +$432M +10,444,429 New
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$409M +$423M +10,206,888 New
Neuberger Berman Group
49
Neuberger Berman Group
New York
$391M +$404M +9,753,720 New
BlackRock
50
BlackRock
New York
$362M +$373M +9,013,587 New
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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.