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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
GF
826
Gerstein Fisher
New York
$2.18M +$2.25M +54,289 New
SCM
827
Stevens Capital Management
Pennsylvania
$2.18M +$2.25M +54,290 New
RNS
828
Robert N. Shapiro
$2.17M +$2.24M +54,126 New
BPM
829
Bowling Portfolio Management
Ohio
$2.16M +$2.23M +53,791 New
SACTSONJ
830
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.15M +$2.22M +53,726 New
ONB
831
Old National Bancorp
Indiana
$2.15M +$2.22M +53,599 New
RS
832
Robeco Schweiz
Switzerland
$2.14M +$2.2M +53,200 New
RIL
833
Rothschild Investment LLC
Illinois
$2.14M +$2.21M +53,344 New
HPCM
834
High Pointe Capital Management
Illinois
$2.14M +$2.21M +53,300 New
BA
835
Boston Advisors
Massachusetts
$2.13M +$2.2M +53,216 New
LCM
836
Leonard Capital Management
Florida
$2.11M +$2.18M +52,597 New
VFS
837
VSR Financial Services
Kansas
$2.11M +$2.18M +52,608 New
ICOA
838
Investment Centers of America
North Dakota
$2.1M +$2.17M +52,483 New
JAM
839
Jupiter Asset Management
United Kingdom
$2.1M +$2.16M +52,274 New
Edgewood Management
840
Edgewood Management
Connecticut
$2.08M +$2.14M +51,752 New
Mariner
841
Mariner
Kansas
$2.07M +$2.14M +51,706 New
SHWM
842
Smith & Howard Wealth Management
Georgia
$2.06M +$2.12M +51,288 New
PL
843
Perpetual Ltd
Australia
$2.05M +$2.12M +51,120 New
SSI
844
Scott & Selber Inc
Texas
$2.04M +$2.11M +50,955 New
CA
845
Cetera Advisors
Colorado
$2.04M +$2.11M +50,988 New
NIC
846
Northwest Investment Counselors
Oregon
$2.04M +$2.1M +50,745 New
CSIC
847
Clifford Swan Investment Counsel
California
$2.03M +$2.1M +50,677 New
FA
848
FDx Advisors
Illinois
$2.03M +$2.09M +50,577 New
BAM
849
Burnham Asset Management
New York
$2.02M +$2.09M +50,465 New
RP
850
Regal Partners
Australia
$2.01M +$2.07M +50,037 New
32 33
34
35 36

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.