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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
ST
1101
Semper Trust
Pennsylvania
$836K +$862K +20,832 New
ST
1102
Spinnaker Trust
Maine
$836K +$863K +20,852 New
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$831K +$858K +20,726 New
AF
1104
Allworth Financial
California
$831K +$858K +20,727 New
ASN
1105
Advisory Services Network
Georgia
$825K +$836K +20,196 New
BWP
1106
BSW Wealth Partners
Colorado
$817K +$843K +20,363 New
IGIM
1107
I.G. Investment Management
Manitoba, Canada
$816K +$843K +20,350 New
JFA
1108
JNBA Financial Advisors
Minnesota
$805K +$831K +20,068 New
PIM
1109
Provident Investment Management
Michigan
$802K +$828K +20,000 New
SAMC
1110
Shinko Asset Management Company
Japan
$802K +$828K +20,000 New
WCM
1111
Windsor Capital Management
Arizona
$801K +$827K +19,977 New
NCM
1112
Noesis Capital Mangement
Florida
$798K +$824K +19,907 New
BT
1113
Brandywine Trust
Delaware
$794K +$820K +19,802 New
KLWA
1114
Kelly Lawrence W & Associates
California
$792K +$817K +19,742 New
GAM
1115
Guinness Asset Management
United Kingdom
$782K +$807K +19,490 New
ACI
1116
Advance Capital I
Michigan
$782K +$807K +19,500 New
TSW
1117
Thompson Siegel & Walmsley
Virginia
$780K +$805K +19,443 New
SSWM
1118
Sheets Smith Wealth Management
North Carolina
$779K +$805K +19,434 New
PSI
1119
Pinnacle Summer Investments
Virginia
$778K +$803K +19,399 New
MC
1120
Martin Currie
United Kingdom
$774K +$799K +19,308 New
BIM
1121
Barton Investment Management
Pennsylvania
$771K +$796K +19,216 New
TYCC
1122
Texas Yale Capital Corp
Florida
$758K +$783K +18,904 New
CAM
1123
Carret Asset Management
New York
$757K +$782K +18,885 New
EIM
1124
Emerson Investment Management
Massachusetts
$755K +$779K +18,821 New
NSIM
1125
North Star Investment Management
Illinois
$755K +$780K +18,828 New
43 44
45
46 47

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.