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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
LSV Asset Management
701
LSV Asset Management
Illinois
$3.16M +$3.26M +78,800 New
UF
702
Univest Financial
Pennsylvania
$3.16M +$3.26M +78,722 New
SSG
703
Summit Securities Group
New York
$3.13M +$3.23M +77,900 New
HIM
704
Harbour Investment Management
Washington
$3.12M +$3.22M +77,795 New
WCM
705
Weston Capital Management
California
$3.11M +$3.21M +77,530 New
TF
706
Trutina Financial
Washington
$3.1M +$3.2M +77,404 New
MAA
707
Mraz Amerine & Associates
California
$3.1M +$3.2M +77,333 New
LA
708
Lynch & Associates
Indiana
$3.1M +$3.2M +77,234 New
BIM
709
Bridges Investment Management
Nebraska
$3.1M +$3.2M +77,243 New
SC
710
Schulhoff & Co
Ohio
$3.09M +$3.19M +77,100 New
CCM
711
Chickasaw Capital Management
Tennessee
$3.09M +$3.19M +77,052 New
JG
712
Jefferies Group
New York
$3.09M +$3.19M +76,976 New
CIA
713
Covington Investment Advisors
Pennsylvania
$3.08M +$3.18M +76,780 New
DPIM
714
Duff & Phelps Investment Management
Illinois
$3.07M +$3.17M +76,540 New
CCMINC
715
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.03M +$3.13M +75,608 New
NIM
716
Northeast Investment Management
Massachusetts
$3.03M +$3.13M +75,603 New
WS
717
Wedbush Securities
California
$3.03M +$3.13M +75,486 New
BKBG
718
BHF Kleinwort Benson Group
Belgium
$3.03M +$3.1M +74,973 New
OCM
719
Oakwood Capital Management
California
$3.01M +$3.11M +75,137 New
MAM
720
Mizuho Asset Management
Japan
$3.01M +$3.1M +74,985 New
SHGA
721
Sand Hill Global Advisors
California
$3M +$3.1M +74,847 New
Acadian Asset Management
722
Acadian Asset Management
Massachusetts
$3M +$3.1M +74,831 New
TSS
723
Thomas Story & Son
Indiana
$2.97M +$3.07M +74,100 New
JAM
724
Jolley Asset Management
North Carolina
$2.96M +$3.05M +73,671 New
CC
725
ClearArc Capital
Ohio
$2.95M +$3.05M +73,604 New
27 28
29
30 31

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.