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Coca-Cola
KO

1,476 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,476 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.57% more ownership

Funds ownership: 0% → 60.57% (+61%)

26% less call options, than puts

Call options by funds: $999M | Put options by funds: $1.35B

Holders
1,476
Holders Change
+1,476
Holders Change %
–
% of All Funds
48.17%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
% of All Funds
5.03%
New
1,476
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
HAIM
1226
Hunter Associates Investment Management
Pennsylvania
$511K +$528K +12,741 New
FA
1227
Financial Advantage
Maryland
$507K +$523K +12,628 New
SCP
1228
Sandhill Capital Partners
New York
$505K +$521K +12,580 New
TIM
1229
Telemus Investment Management
Michigan
$504K +$520K +12,556 New
AFC
1230
AFT Forsyth & Company
Florida
$503K +$519K +12,536 New
LJHT
1231
Laurie J. Hall Trustee
$502K +$519K +12,530 New
MCM
1232
Marathon Capital Management
Maryland
$500K +$516K +12,470 New
FHC
1233
First Heartland Consultants
Missouri
$494K +$510K +12,316 New
RA
1234
Rational Advisors
New York
$491K +$507K +12,236 New
RFA
1235
Reilly Financial Advisors
California
$490K +$503K +12,142 New
PTC
1236
Philadelphia Trust Company
Pennsylvania
$489K +$504K +12,181 New
VCAM
1237
Van Cleef Asset Management
Ohio
$483K +$499K +12,050 New
UR
1238
USCA RIA
Texas
$483K +$499K +12,052 New
EWA
1239
Exencial Wealth Advisors
Oklahoma
$483K +$505K +12,194 New
MFS
1240
Monetta Financial Services
Illinois
$481K +$497K +12,000 New
OC
1241
Oarsman Capital
Wisconsin
$479K +$495K +11,947 New
MFW
1242
Meristem Family Wealth
Minnesota
$473K +$488K +11,793 New
FIAS
1243
FinTrust Investment Advisory Services
South Carolina
$473K +$489K +11,801 New
MMG
1244
Monetary Management Group
Missouri
$462K +$478K +11,540 New
MWP
1245
MYCIO Wealth Partners
Pennsylvania
$461K +$476K +11,500 New
Fuller & Thaler Asset Management
1246
Fuller & Thaler Asset Management
California
$457K +$472K +11,400 New
BWP
1247
Baldwin Wealth Partners
Massachusetts
$455K +$470K +11,350 New
PG
1248
Portola Group
California
$454K +$468K +11,314 New
LSA
1249
L & S Advisors
California
$454K +$469K +11,317 New
MC
1250
Mathes Company
New York
$454K +$469K +11,320 New
48 49
50
51 52

KO Hedge Fund Activity: Q2 2013 in Review

1,476 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2013, worth a combined $108B.

Buyers outnumbered sellers: 1,476 funds opened new KO positions and 0 closed out — a net gain of 1,476 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,476 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.
  • 1,476 funds opened new Coca-Cola positions in Q2 2013 and 0 closed out, a net change of +1,476 holders.

Based on aggregated 13F filings for Q2 2013.