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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
BCM
951
BTR Capital Management
California
$1.5M +$1.54M +37,288 New
TCOTO
952
Trust Company of the Ozarks
Missouri
$1.49M +$1.54M +37,094 New
OMC
953
Overbrook Management Corp
New York
$1.49M +$1.53M +37,058 New
LW
954
Linscomb Wealth
Texas
$1.48M +$1.53M +36,873 New
CIS
955
Connors Investor Services
Pennsylvania
$1.47M +$1.52M +36,720 New
SNT
956
Security National Trust
West Virginia
$1.47M +$1.52M +36,663 New
JCM
957
Janney Capital Management
Pennsylvania
$1.47M +$1.51M +36,520 New
PPSG
958
Princeton Portfolio Strategies Group
New Jersey
$1.46M +$1.51M +36,472 New
PAM
959
Palisade Asset Management
Minnesota
$1.45M +$1.5M +36,228 New
CCM
960
Coe Capital Management
Illinois
$1.44M +$1.49M +35,979 New
Fiera Capital (Canada)
961
Fiera Capital (Canada)
Quebec, Canada
$1.44M +$1.48M +35,800 New
NIS
962
National Investment Services
Wisconsin
$1.43M +$1.47M +35,611 New
Dodge & Cox
963
Dodge & Cox
California
$1.42M +$1.47M +35,442 New
CWM
964
Concert Wealth Management
California
$1.42M +$1.47M +35,515 New
SM
965
Stratton Management
Pennsylvania
$1.42M +$1.47M +35,402 New
LKIM
966
Lawson Kroeker Investment Management
Nebraska
$1.42M +$1.46M +35,345 New
BFA
967
Bragg Financial Advisors
North Carolina
$1.42M +$1.46M +35,334 New
PCM
968
Palisade Capital Management
New Jersey
$1.41M +$1.46M +35,260 New
JFGIW
969
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4M +$1.44M +34,845 New
RMDI
970
R.M. Davis Inc
Maine
$1.4M +$1.44M +34,847 New
GHAM
971
Gilman Hill Asset Management
Connecticut
$1.4M +$1.44M +34,825 New
CIM
972
CIM Investment Management
Pennsylvania
$1.39M +$1.44M +34,726 New
RJA
973
Robshaw & Julian Associates
New York
$1.39M +$1.43M +34,600 New
CTI
974
Community Trust & Investment
Kentucky
$1.37M +$1.41M +34,092 New
PWPCM
975
Perella Weinberg Partners Capital Management
New York
$1.37M +$1.41M +34,100 New
37 38
39
40 41

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.