We are live on ! Find out more
KO icon

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
TCOV
676
Trust Company of Vermont
Vermont
$3.46M +$3.57M +86,135 New
VCM
677
Violich Capital Management
California
$3.43M +$3.54M +85,600 New
FFBTD
678
First Financial Bank - Trust Division
Ohio
$3.42M +$3.53M +85,254 New
MBTD
679
Mechanics Bank - Trust Department
California
$3.4M +$3.51M +84,812 New
NAM
680
NTV Asset Management
West Virginia
$3.37M +$3.48M +84,058 New
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$3.37M +$3.48M +84,017 New
GG
682
Greenwood Gearhart
Arkansas
$3.37M +$3.48M +83,936 New
MVP
683
Missouri Valley Partners
Missouri
$3.36M +$3.47M +83,748 New
EIM
684
Essex Investment Management
Massachusetts
$3.34M +$3.44M +83,205 New
MFS
685
MSI Financial Services
Massachusetts
$3.33M +$3.43M +82,945 New
LDB
686
Lee, Danner & Bass
Tennessee
$3.32M +$3.43M +82,858 New
TFA
687
Toth Financial Advisory
Virginia
$3.29M +$3.4M +82,146 New
EFS
688
Essex Financial Services
Connecticut
$3.29M +$3.4M +82,027 New
AIP
689
Ameritas Investment Partners
Nebraska
$3.29M +$3.39M +81,910 New
CNBT
690
Canandaigua National Bank & Trust
New York
$3.28M +$3.39M +81,869 New
CIC
691
Chase Investment Counsel
Virginia
$3.28M +$3.39M +81,840 New
PCA
692
Private Capital Advisors
Connecticut
$3.25M +$3.35M +80,956 New
WB
693
Webster Bank
Connecticut
$3.25M +$3.35M +80,930 New
CGT
694
Capital Guardian Trust
California
$3.22M +$3.33M +80,359 New
DADC
695
D.A. Davidson & Co
Montana
$3.2M +$3.31M +79,951 New
SCA
696
SAC Capital Advisors
Connecticut
$3.2M +$3.3M +79,722 New
SAM
697
Symphony Asset Management
California
$3.19M +$3.29M +79,574 New
OA
698
Outfitter Advisors
Virginia
$3.19M +$3.29M +79,439 New
PGIM
699
Pacific Global Investment Management
California
$3.17M +$3.27M +79,027 New
QCMC
700
Quantum Capital Management (California)
California
$3.16M +$3.26M +78,797 New
26 27
28
29 30

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.