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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
TIM
776
Thompson Investment Management
Wisconsin
$2.53M +$2.61M +63,035 New
ICMC
777
Intrepid Capital Management (Connecticut)
Connecticut
$2.53M +$2.61M +63,000 New
OWD
778
Osborn Williams & Donohoe
Ohio
$2.53M +$2.61M +62,970 New
GIA
779
Guyasuta Investment Advisors
Pennsylvania
$2.52M +$2.6M +62,918 New
RBC
780
Ronald Blue & Co
Georgia
$2.52M +$2.6M +62,810 New
SGAM
781
Steinberg Global Asset Management
Florida
$2.51M +$2.59M +62,672 New
HP
782
HT Partners
Connecticut
$2.5M +$2.59M +62,449 New
WC
783
Whitney & Co
New York
$2.5M +$2.58M +62,424 New
BCMO
784
Buckingham Capital Management (Ohio)
Ohio
$2.5M +$2.58M +62,377 New
CI
785
Constellation Investments
Ohio
$2.46M +$2.54M +61,400 New
IT
786
Independence Trust
Tennessee
$2.46M +$2.54M +61,372 New
WG
787
Welch Group
Alabama
$2.46M +$2.54M +61,327 New
ST
788
Sabal Trust
Florida
$2.46M +$2.54M +61,337 New
NCMG
789
NCM Capital Management Group
North Carolina
$2.46M +$2.54M +61,300 New
SCA
790
Salient Capital Advisors
Texas
$2.45M +$2.53M +61,061 New
PCM
791
Parsons Capital Management
Rhode Island
$2.44M +$2.52M +60,909 New
FNT
792
First National Trust
Pennsylvania
$2.43M +$2.51M +60,680 New
WT
793
Washington Trust
Rhode Island
$2.43M +$2.51M +60,551 New
NSAM
794
North Star Asset Management
Wisconsin
$2.43M +$2.51M +60,564 New
WIC
795
Woodmont Investment Counsel
Tennessee
$2.43M +$2.5M +60,497 New
VV
796
Verity & Verity
South Carolina
$2.42M +$2.5M +60,264 New
BTW
797
Boston Trust Walden
Massachusetts
$2.41M +$2.49M +60,187 New
ZCM
798
Ziegler Capital Management
Illinois
$2.41M +$2.48M +59,999 New
AC
799
Alleghany Corporation
New York
$2.41M +$2.48M +60,000 New
WJA
800
Williams Jones & Associates
New York
$2.39M +$2.47M +59,654 New
30 31
32
33 34

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.