We are live on ! Find out more
KO icon

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
IPC
1401
Independent Portfolio Consultants
Florida
$202K +$209K +5,040 New
RL
1402
Ruffer LLP
United Kingdom
$202K +$209K +5,040 New
SFPIA
1403
Stevens First Principles Investment Advisors
California
$198K +$204K +4,935 New
JWM
1404
Jacobus Wealth Management
Wisconsin
$196K +$202K +4,891 New
PLFAM
1405
Pineno Levin & Ford Asset Management
Virginia
$196K +$203K +4,899 New
JIM
1406
Jupiter Investment Management
United Kingdom
$192K +$199K +4,801 New
HF
1407
Hoxton Financial
West Virginia
$187K +$193K +4,657 New
OFS
1408
Orrstown Financial Services
Pennsylvania
$184K +$190K +4,580 New
OCM
1409
Osterweis Capital Management
California
$166K +$172K +4,157 New
MAM
1410
Meeder Asset Management
Ohio
$163K +$168K +4,055 New
LFR
1411
Lehman Financial Resources
Pennsylvania
$136K +$140K +3,390 New
SIA
1412
SeaBridge Investment Advisors
New Jersey
$136K +$141K +3,400 New
TRCT
1413
Tower Research Capital (TRC)
New York
$135K +$139K +3,362 New
PIA
1414
Piedmont Investment Advisors
North Carolina
$130K +$134K +3,236 New
LFG
1415
LifePlan Financial Group
Ohio
$125K +$129K +3,118 New
MA
1416
MCF Advisors
Kentucky
$116K +$124K +3,007 New
MMEA
1417
Mark Morris et al
$113K +$116K +2,806 New
FNBSF
1418
First National Bank Sioux Falls
South Dakota
$112K +$115K +2,780 New
RIM
1419
Ranger International Management
Illinois
$112K +$116K +2,797 New
HIM
1420
Hillsdale Investment Management
Ontario, Canada
$112K +$116K +2,800 New
AIP
1421
Advanced Investment Partners
Florida
$112K +$116K +2,808 New
WA
1422
WealthTrust-Arizona
Arizona
$110K +$114K +2,755 New
AWMS
1423
Advocacy Wealth Management Services
Georgia
$107K +$111K +2,675 New
BOK
1424
Bank of Kentucky
Kentucky
$105K +$108K +2,612 New
FHB
1425
First Hawaiian Bank
Hawaii
$104K +$107K +2,581 New
55 56
57
58 59

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.