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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
NCM
1051
Novare Capital Management
North Carolina
$1.01M +$1.04M +25,227 New
PTB
1052
Pioneer Trust Bank
Oregon
$1.01M +$1.04M +25,200 New
MPI
1053
Mairs & Power Inc
Minnesota
$1.01M +$1.04M +25,138 New
ST
1054
Sentinel Trust
Texas
$1.01M +$1.04M +25,120 New
FMWA
1055
Forvis Mazars Wealth Advisors
Missouri
$1M +$1.04M +25,060 New
JA
1056
JLB & Associates
Michigan
$1M +$1.04M +25,028 New
FMLI
1057
Fukoku Mutual Life Insurance
Japan
$999K +$1.03M +24,900 New
WP
1058
WMS Partners
Maryland
$999K +$1.03M +24,909 New
CR
1059
Cooperatieve Rabobank
Netherlands
$996K +$1.03M +24,841 New
ECM
1060
Estabrook Capital Management
New York
$995K +$1.03M +24,796 New
SNBOSD
1061
Security National Bank of So Dak
Iowa
$987K +$1.02M +24,603 New
SFT
1062
Simmons First Trust
Arkansas
$984K +$1.02M +24,527 New
DCM
1063
Driehaus Capital Management
Illinois
$982K +$1.01M +24,472 New
ANI
1064
American National Insurance
Texas
$975K +$1.01M +24,300 New
JIC
1065
Joel Isaacson & Co
New York
$971K +$1M +24,210 New
AIC
1066
Atlantic Investment Company
Georgia
$968K +$999K +24,136 New
AFG
1067
Albion Financial Group
Utah
$966K +$997K +24,091 New
KS
1068
Karpas Strategies
Connecticut
$961K +$992K +23,950 New
WAM
1069
Weatherly Asset Management
California
$960K +$991K +23,929 New
CO
1070
Caldwell & Orkin
Georgia
$960K +$991K +23,940 New
BONST
1071
Bank of Nova Scotia Trust
Ontario, Canada
$959K +$973K +23,494 New
LCM
1072
LVM Capital Management
Michigan
$955K +$986K +23,819 New
FIM
1073
Friedberg Investment Management
Texas
$952K +$982K +23,730 New
ACM
1074
Ashford Capital Management
Delaware
$951K +$982K +23,707 New
HW
1075
Hancock Whitney
Mississippi
$950K +$981K +23,693 New
41 42
43
44 45

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.