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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
HDIM
751
Hanson & Doremus Investment Management
Vermont
$2.74M +$2.83M +68,369 New
CFSG
752
Community Financial Services Group
Vermont
$2.74M +$2.83M +68,333 New
WSTAM
753
Wilbanks Smith & Thomas Asset Management
Virginia
$2.72M +$2.81M +67,859 New
HCMT
754
Highland Capital Management (Tennessee)
Tennessee
$2.71M +$2.8M +67,607 New
HCM
755
Hodges Capital Management
Texas
$2.7M +$2.79M +67,300 New
CC
756
Columbia Capital
California
$2.68M +$2.77M +66,928 New
FCI
757
Financial Counselors Inc
Kansas
$2.68M +$2.76M +66,740 New
KPCM
758
Kings Point Capital Management
New York
$2.68M +$2.76M +66,749 New
JWBC
759
J.W. Burns & Co
New York
$2.66M +$2.75M +66,400 New
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$2.65M +$2.73M +66,053 New
FTC
761
Farmers Trust Company
Ohio
$2.65M +$2.73M +65,924 New
AO
762
Allen Operations
New York
$2.64M +$2.73M +65,854 New
LPC
763
Loeb Partners Corp
New York
$2.63M +$2.72M +65,600 New
FCB
764
First Citizens Bancorporation
South Carolina
$2.63M +$2.71M +65,564 New
OPTFSNA
765
Old Point Trust & Financial Services N A
Virginia
$2.63M +$2.71M +65,552 New
SCM
766
Stux Capital Management
New York
$2.63M +$2.71M +65,500 New
HCM
767
Howland Capital Management
Massachusetts
$2.61M +$2.7M +65,180 New
COI
768
Connable Office Inc
Michigan
$2.61M +$2.7M +65,135 New
JC
769
Jacobs & Co
California
$2.61M +$2.69M +64,978 New
FSA
770
Franklin Street Advisors
North Carolina
$2.6M +$2.68M +64,723 New
B
771
Bailard
California
$2.59M +$2.68M +64,674 New
TC
772
Taylor Cottrill
New Hampshire
$2.58M +$2.67M +64,378 New
ST
773
Smithfield Trust
Pennsylvania
$2.58M +$2.66M +64,357 New
CCM
774
Cazenove Capital Management
United Kingdom
$2.56M +$2.65M +63,890 New
SHA
775
Smith Hayes Advisers
Nebraska
$2.54M +$2.63M +63,412 New
29 30
31
32 33

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.