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Coca-Cola
KO

1,477 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,477 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.58% more ownership

Funds ownership: 0% → 60.58% (+61%)

26% less call options, than puts

Call options by funds: $999M | Put options by funds: $1.35B

Holders
1,477
Holders Change
+1,477
Holders Change %
–
% of All Funds
48.19%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.02%
New
1,477
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
BAC
551
Boys Arnold & Co
North Carolina
$5.49M +$5.67M +136,887 New
First Trust Advisors
552
First Trust Advisors
Illinois
$5.48M +$5.66M +136,640 New
Jones Financial Companies
553
Jones Financial Companies
Missouri
$5.48M +$5.65M +136,560 New
PRCM
554
Pine River Capital Management
Minnesota
$5.47M +$5.64M +136,313 New
BCM
555
Birmingham Capital Management
Alabama
$5.46M +$5.64M +136,259 New
GKIM
556
GW&K Investment Management
Massachusetts
$5.46M +$5.63M +136,078 New
FAT
557
First American Trust
California
$5.44M +$5.62M +135,635 New
NCM
558
Nebula Capital Management
Connecticut
$5.44M +$5.64M +136,200 New
LI
559
Lafayette Investments
Maryland
$5.43M +$5.61M +135,434 New
AC
560
Allstate Corporation
Illinois
$5.42M +$5.59M +135,037 New
MG
561
Markel Group
Virginia
$5.38M +$5.55M +134,000 New
CPSAC
562
Chas P. Smith & Associates (CPS)
Florida
$5.37M +$5.54M +133,830 New
SYBT
563
Stock Yards Bank & Trust
Kentucky
$5.37M +$5.54M +133,840 New
PFM
564
Parsec Financial Management
North Carolina
$5.32M +$5.49M +132,604 New
NB
565
NBT Bank
New York
$5.27M +$5.44M +131,344 New
FSA
566
Financial Sense Advisors
California
$5.25M +$5.42M +130,977 New
NIMI
567
Natixis Investment Managers International
France
$5.24M +$5.41M +130,720 New
WCM
568
Wallace Capital Management
Texas
$5.21M +$5.38M +129,922 New
IIM
569
Ipswich Investment Management
Massachusetts
$5.19M +$5.36M +129,513 New
FQ
570
First Quadrant
California
$5.18M +$5.35M +129,200 New
TCM
571
Tradition Capital Management
New Jersey
$5.16M +$5.32M +128,575 New
QIM
572
Quantitative Investment Management
Virginia
$5.15M +$5.32M +128,500 New
BFM
573
Boston Financial Management
Massachusetts
$5.15M +$5.31M +128,347 New
SI
574
Stephens Inc
Arkansas
$5.14M +$5.31M +128,173 New
CCG
575
Cypress Capital Group
Florida
$5.12M +$5.29M +127,755 New
21 22
23
24 25

KO Hedge Fund Activity: Q2 2013 in Review

1,477 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,477 funds opened new KO positions and 0 closed out — a net gain of 1,477 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,477 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.
  • 1,477 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,477 holders.

Based on aggregated 13F filings for Q2 2013.