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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
CCC
1026
Chelsea Counsel Company
California
$1.12M +$1.16M +27,978 New
1SB
1027
1ST Source Bank
Indiana
$1.11M +$1.14M +27,653 New
TCM
1028
Telos Capital Management
California
$1.1M +$1.13M +27,325 New
SNBOSCI
1029
Security National Bank of Sioux City Iowa
Iowa
$1.09M +$1.13M +27,288 New
NPC
1030
National Planning Corporation
California
$1.09M +$1.13M +27,375 New
DDC
1031
DF Dent & Co
Maryland
$1.09M +$1.12M +27,162 New
FCFC
1032
First Commonwealth Financial Corp
Pennsylvania
$1.09M +$1.12M +27,086 New
ICM
1033
IronBridge Capital Management
Illinois
$1.09M +$1.12M +27,095 New
HTC
1034
Hershey Trust Company
Pennsylvania
$1.09M +$1.12M +27,070 New
HSA
1035
Holt-Smith Advisors
Wisconsin
$1.09M +$1.12M +27,085 New
CAS
1036
CTC Alternative Strategies
Illinois
$1.08M +$1.12M +27,000 New
DAM
1037
Delta Asset Management
Tennessee
$1.07M +$1.11M +26,759 New
AHS
1038
Aspiriant Holdings S3
California
$1.07M +$1.1M +26,674 New
RC
1039
RBO & Co
California
$1.07M +$1.1M +26,686 New
CCM
1040
Compton Capital Management
Rhode Island
$1.06M +$1.1M +26,486 New
BCB
1041
Brian C. Broderick
$1.05M +$1.09M +26,215 New
TCB
1042
Texas Capital Bancshares
Texas
$1.04M +$1.07M +25,880 New
DSC
1043
Duncker Streett & Co
Missouri
$1.03M +$1.07M +25,794 New
ANBTV
1044
American National Bank & Trust (Virginia)
Virginia
$1.03M +$1.07M +25,753 New
MC
1045
Middleton & Co
Massachusetts
$1.03M +$1.06M +25,694 New
FUBT
1046
First United Bank & Trust
Maryland
$1.03M +$1.06M +25,617 New
VAS
1047
Valicenti Advisory Services
New York
$1.02M +$1.05M +25,450 New
AAM
1048
Autus Asset Management
Arizona
$1.02M +$1.05M +25,452 New
BEAM
1049
Baker Ellis Asset Management
Washington
$1.01M +$1.05M +25,307 New
MSR
1050
Main Street Research
Connecticut
$1.01M +$1.05M +25,312 New
40 41
42
43 44

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.