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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
PCM
976
Princeton Capital Management
New Jersey
$1.35M +$1.4M +33,718 New
GWI
977
Grace & White Inc
New York
$1.35M +$1.39M +33,666 New
IC
978
InterOcean Capital
Illinois
$1.35M +$1.39M +33,606 New
MBT
979
Montecito Bank & Trust
California
$1.34M +$1.39M +33,480 New
BO
980
Bank OZK
Arkansas
$1.34M +$1.39M +33,488 New
IIC
981
Ironwood Investment Counsel
Arizona
$1.34M +$1.38M +33,420 New
MRCM
982
M&R Capital Management
New Jersey
$1.34M +$1.38M +33,328 New
LC
983
Lilley & Co
Michigan
$1.33M +$1.38M +33,248 New
SC
984
StellarOne Corp
Virginia
$1.33M +$1.37M +33,191 New
ITIM
985
Indiana Trust & Investment Management
Indiana
$1.33M +$1.37M +33,125 New
KCM
986
KSA Capital Management
New Jersey
$1.32M +$1.37M +33,000 New
RIA
987
Rushmore Investment Advisors
Texas
$1.32M +$1.37M +33,012 New
ICAS
988
Investors Capital Advisory Services
Massachusetts
$1.31M +$1.36M +32,769 New
PIM
989
Penobscot Investment Management
Massachusetts
$1.31M +$1.35M +32,695 New
RC
990
RegentAtlantic Capital
New Jersey
$1.31M +$1.35M +32,598 New
Mirae Asset Global Investments
991
Mirae Asset Global Investments
South Korea
$1.31M +$1.35M +32,567 New
JCM
992
Jag Capital Management
Missouri
$1.3M +$1.34M +32,403 New
CFA
993
Carroll Financial Associates
North Carolina
$1.29M +$1.33M +32,210 New
EAM
994
EULAV Asset Management
Florida
$1.28M +$1.32M +32,000 New
SCIA
995
Sanibel Captiva Investment Advisers
Illinois
$1.28M +$1.33M +32,018 New
DD
996
Dominick & Dominick
New York
$1.28M +$1.32M +31,816 New
Jennison Associates
997
Jennison Associates
New York
$1.27M +$1.31M +31,669 New
WC
998
Whitnell & Co
Illinois
$1.26M +$1.3M +31,411 New
LA
999
Lau Associates
Delaware
$1.26M +$1.3M +31,420 New
FWCM
1000
Ferguson Wellman Capital Management
Oregon
$1.26M +$1.3M +31,324 New
38 39
40
41 42

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.