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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
EI
801
Excelsia Inc
Georgia
$2.39M +$2.47M +59,642 New
MCM
802
Manchester Capital Management
Vermont
$2.38M +$2.46M +59,427 New
PFPT
803
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.38M +$2.46M +59,391 New
NAMA
804
Nikko Asset Management Americas
New York
$2.38M +$2.45M +59,100 New
BBA
805
BLB&B Advisors
Pennsylvania
$2.38M +$2.45M +59,246 New
FDCC
806
Foster Dykema Cabot & Co
Massachusetts
$2.38M +$2.45M +59,222 New
PFS
807
Penseco Financial Services
Pennsylvania
$2.35M +$2.43M +58,668 New
TTWM
808
TCV Trust & Wealth Management
Virginia
$2.35M +$2.43M +58,598 New
TH
809
TCTC Holdings
Texas
$2.34M +$2.42M +58,400 New
ARMC
810
American Research & Management Company
Massachusetts
$2.34M +$2.42M +58,382 New
SWM
811
Segment Wealth Management
Texas
$2.34M +$2.41M +58,232 New
RGC
812
Roberts, Glore & Co
Illinois
$2.34M +$2.41M +58,243 New
HC
813
Hourglass Capital
Texas
$2.32M +$2.4M +57,925 New
QT
814
Quantbot Technologies
New York
$2.3M +$2.37M +57,277 New
TC
815
TradeLink Capital
Illinois
$2.29M +$2.37M +57,200 New
PWP
816
Private Wealth Partners
California
$2.28M +$2.36M +56,882 New
SFS
817
Strategic Financial Services
New York
$2.28M +$2.35M +56,834 New
PMG
818
ProVise Management Group
Florida
$2.28M +$2.35M +56,813 New
SIG
819
Schooner Investment Group
Pennsylvania
$2.27M +$2.32M +56,000 New
AAM
820
Augustine Asset Management
Florida
$2.26M +$2.34M +56,404 New
KJHP
821
K.J. Harrison & Partners
Ontario, Canada
$2.26M +$2.33M +56,295 New
SIM
822
Sentry Investment Management
Wisconsin
$2.26M +$2.33M +56,252 New
PAIM
823
Punch & Associates Investment Management
Minnesota
$2.25M +$2.33M +56,180 New
AAIM
824
American Assets Investment Management
California
$2.25M +$2.32M +56,000 New
APU
825
Alpine Partners USVI
U.S. Virgin Islands
$2.18M +$2.25M +54,392 New
31 32
33
34 35

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.