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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
FMC
926
First Merchants Corp
Indiana
$1.59M +$1.65M +39,734 New
CCT
927
Country Club Trust
Missouri
$1.59M +$1.64M +39,657 New
MPAM
928
Murphy Pohlad Asset Management
Minnesota
$1.58M +$1.63M +39,344 New
PMFA
929
Plante Moran Financial Advisors
Michigan
$1.58M +$1.63M +39,312 New
CIM
930
CenturyLink Investment Management
Colorado
$1.57M +$1.62M +39,184 New
RW
931
Rand Wealth
Maryland
$1.57M +$1.62M +39,158 New
MIC
932
MU Investments Company
Japan
$1.57M +$1.61M +38,900 New
CA
933
Cornerstone Advisors
North Carolina
$1.56M +$1.61M +39,000 New
RCAG
934
Rehmann Capital Advisory Group
Michigan
$1.56M +$1.61M +38,956 New
TL
935
Tirschwell & Loewy
New York
$1.56M +$1.61M +38,900 New
AP
936
Appleton Partners
Massachusetts
$1.55M +$1.6M +38,757 New
SAM
937
Sage Asset Management
New York
$1.55M +$1.6M +38,700 New
BRWA
938
B. Riley Wealth Advisors
Florida
$1.54M +$1.59M +38,507 New
SCG
939
Strategic Capital Group
Washington
$1.54M +$1.59M +38,482 New
CHJWM
940
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.53M +$1.58M +38,272 New
CA
941
Callahan Advisors
Texas
$1.53M +$1.58M +38,227 New
BO
942
BRR OpCo
Ohio
$1.53M +$1.58M +38,178 New
DA
943
Dillon & Associates
Michigan
$1.53M +$1.58M +38,252 New
AP
944
Advisor Partners
California
$1.53M +$1.57M +38,036 New
LS
945
Livforsakringsbolaget Skandia
Sweden
$1.52M +$1.57M +37,993 New
BHBT
946
Burke & Herbert Bank & Trust
Virginia
$1.52M +$1.57M +37,805 New
ST
947
Spot Trading
Illinois
$1.51M +$1.56M +37,713 New
BIC
948
Beach Investment Counsel
Pennsylvania
$1.5M +$1.55M +37,476 New
RT
949
Rockland Trust
Massachusetts
$1.5M +$1.55M +37,407 New
FNFDCM
950
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.5M +$1.55M +37,341 New
36 37
38
39 40

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.