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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
GIS
1001
Guardian Investor Services
New York
$1.25M +$1.29M +31,134 New
LC
1002
Lourd Capital
California
$1.24M +$1.27M +30,794 New
CCA
1003
Cobblestone Capital Advisors
New York
$1.23M +$1.27M +30,761 New
CC
1004
Colrain Capital
Massachusetts
$1.22M +$1.26M +30,500 New
FMBTD
1005
First Midwest Bank Trust Division
Illinois
$1.22M +$1.26M +30,402 New
Aristotle Capital Management
1006
Aristotle Capital Management
California
$1.21M +$1.25M +30,245 New
VNA
1007
VNBTrust National Association
Virginia
$1.21M +$1.25M +30,195 New
WIC
1008
Wilkins Investment Counsel
Massachusetts
$1.21M +$1.25M +30,150 New
B
1009
BancorpSouth
Mississippi
$1.2M +$1.24M +30,000 New
MM
1010
Midas Management
New York
$1.2M +$1.24M +30,000 New
NCM
1011
Nelson Capital Management
California
$1.19M +$1.23M +29,700 New
TNB
1012
Thomasville National Bank
Georgia
$1.19M +$1.23M +29,595 New
IB
1013
Intrust Bank
Kansas
$1.18M +$1.22M +29,453 New
RC
1014
Roundview Capital
New Jersey
$1.18M +$1.22M +29,349 New
G
1015
GlobalBridge
Minnesota
$1.17M +$1.2M +29,061 New
ECM
1016
ETrade Capital Management
Virginia
$1.17M +$1.2M +29,082 New
IH
1017
IFC Holdings
Florida
$1.17M +$1.21M +29,135 New
WSA
1018
Willow Street Advisors
Florida
$1.16M +$587K +14,180 New
BC
1019
Banced Corp
Illinois
$1.15M +$1.19M +28,712 New
DAM
1020
Doheny Asset Management
California
$1.15M +$1.18M +28,560 New
SCM
1021
Shelton Capital Management
Colorado
$1.14M +$1.18M +28,487 New
MM
1022
Meridian Management
Arkansas
$1.14M +$1.18M +28,500 New
WA
1023
WFG Advisors
Texas
$1.14M +$1.18M +28,385 New
CCM
1024
Cai Capital Management
New York
$1.13M +$1.17M +28,211 New
FMT
1025
First Mercantile Trust
Tennessee
$1.13M +$1.16M +28,074 New
39 40
41
42 43

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.