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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
CC
901
Courier Capital
New York
$1.71M +$1.76M +42,630 New
RFS
902
Rockefeller Financial Services
New York
$1.69M +$1.74M +42,113 New
BCM
903
Boltwood Capital Management
California
$1.68M +$1.74M +41,908 New
GA
904
Geneva Advisors
Illinois
$1.68M +$1.74M +41,908 New
SFSIG
905
San Francisco Sentry Investment Group
California
$1.68M +$1.73M +41,758 New
EM
906
Excalibur Management
Massachusetts
$1.67M +$1.72M +41,575 New
SSB
907
Sandy Spring Bank
Maryland
$1.66M +$1.72M +41,441 New
GD
908
Grandfield & Dodd
New York
$1.66M +$1.71M +41,364 New
NPF
909
Norris Perne & French
Michigan
$1.65M +$1.7M +41,143 New
ACM
910
Aviance Capital Management
Florida
$1.65M +$1.7M +41,085 New
PVH
911
Psagot Value Holdings
Israel
$1.65M +$1.7M +41,000 New
BCM
912
BBT Capital Management
Texas
$1.64M +$1.69M +40,872 New
BWAM
913
Boyd Watterson Asset Management
Ohio
$1.63M +$1.69M +40,709 New
BAS
914
Brown Advisory Securities
Maryland
$1.63M +$1.68M +40,682 New
MNBTD
915
Moody National Bank Trust Division
Texas
$1.62M +$1.68M +40,471 New
SIM
916
SSI Investment Management
California
$1.62M +$1.67M +40,380 New
SKK
917
Shepherd Kaplan Krochuk
Massachusetts
$1.62M +$1.67M +40,355 New
DIS
918
Diversified Investment Strategies
Louisiana
$1.62M +$1.67M +40,340 New
OCM
919
Orleans Capital Management
Louisiana
$1.61M +$1.67M +40,270 New
LI
920
Longer Investments
Arkansas
$1.61M +$1.66M +40,195 New
PJSIMP
921
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.61M +$1.66M +40,167 New
ATC
922
Adirondack Trust Company
New York
$1.61M +$1.66M +40,060 New
RC
923
RBF Capital
California
$1.6M +$1.66M +40,000 New
WRM
924
Westport Resources Management
Connecticut
$1.6M +$1.65M +39,966 New
FIM
925
Fruth Investment Management
Texas
$1.6M +$1.65M +39,864 New
35 36
37
38 39

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.