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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
ANB
1076
Amarillo National Bank
Texas
$949K +$980K +23,667 New
CCP
1077
Clarkston Capital Partners
Michigan
$948K +$978K +23,624 New
BCM
1078
Bourgeon Capital Management
Connecticut
$936K +$967K +23,346 New
WA
1079
Waverly Advisors
Alabama
$925K +$955K +23,065 New
BVDMP
1080
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$914K +$944K +22,800 New
FBB
1081
Fulton Breakefield Broenniman
Maryland
$910K +$939K +22,677 New
GAM
1082
Gotham Asset Management
New York
$907K +$936K +22,610 New
MIM
1083
Montgomery Investment Management
Maryland
$906K +$935K +22,585 New
BOS
1084
Bank of Stockton
California
$905K +$934K +22,566 New
GW
1085
GW & Wade
Massachusetts
$904K +$933K +22,530 New
KFS
1086
Kurt F. Somerville
$904K +$934K +22,550 New
MVIP
1087
Mar Vista Investment Partners
California
$903K +$933K +22,525 New
HI
1088
HBK Investments
Texas
$898K +$927K +22,400 New
MCM
1089
Maple Capital Management
Vermont
$887K +$916K +22,123 New
EA
1090
Emerald Advisers
Pennsylvania
$878K +$906K +21,880 New
BDF
1091
Balasa Dinverno & Foltz
$874K +$902K +21,793 New
ACM
1092
Argentus Capital Management
Texas
$873K +$901K +21,760 New
ACP
1093
Ashfield Capital Partners
California
$866K +$893K +21,580 New
BB
1094
Busey Bank
Illinois
$861K +$888K +21,454 New
BJL
1095
Brighton Jones LLC
Washington
$860K +$888K +21,441 New
SFSG
1096
Stearns Financial Services Group
North Carolina
$856K +$883K +21,334 New
KC
1097
Kingfisher Capital
North Carolina
$854K +$881K +21,287 New
WMSA
1098
Weiss Multi-Strategy Advisers
New York
$852K +$880K +21,247 New
SC
1099
Saybrook Capital
North Carolina
$848K +$876K +21,152 New
BIC
1100
Bridges Investment Counsel
Nebraska
$847K +$874K +21,118 New
42 43
44
45 46

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.