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
BTS
1426
BB&T Securities
Virginia
$100K +$10.4M +250,162 New
TCM
1427
TD Capital Management
Tennessee
$98K +$102K +2,453 New
EWM
1428
Elite Wealth Management
Washington
$96K +$99.4K +2,401 New
HSA
1429
Hussman Strategic Advisors
Maryland
$90K +$93.2K +2,250 New
WCMN
1430
Westchester Capital Management (Nebraska)
Nebraska
$84K +$87.1K +2,104 New
Loomis, Sayles & Company
1431
Loomis, Sayles & Company
Massachusetts
$66.5K +$68.6M +1,657,589 New
ACM
1432
Antonetti Capital Management
Florida
$64K +$65.8K +1,590 New
IFWM
1433
Institute for Wealth Management
Colorado
$63K +$65.3K +1,578 New
AFIA
1434
America First Investment Advisors
Nebraska
$61K +$62.5K +1,509 New
SC
1435
Saturna Capital
Washington
$54K +$55.5K +1,340 New
BWFA
1436
Baltimore-Washington Financial Advisors
Maryland
$52K +$53.8K +1,300 New
GAAM
1437
Guinness Atkinson Asset Management
California
$49K +$50.5K +1,220 New
IRS
1438
Invictus RG (Singapore)
Singapore
$46K +$47.2K +1,139 New
FHA
1439
First Horizon Advisors
Tennessee
$46K +$48.2K +1,164 New
PR
1440
Payden & Rygel
California
$44K +$45.5K +1,100 New
AA
1441
Alta Advisers
United Kingdom
$43K +$44K +1,063 New
PFO
1442
Pathstone Family Office
New Jersey
$42K +$43.9K +1,060 New
SMA
1443
Simply Money Advisors
Ohio
$40K +$40.9K +988 New
MMH
1444
Menora Mivtachim Holdings
Israel
$37K +$37.7K +910 New
BWM
1445
Baystate Wealth Management
Massachusetts
$36K +$36.9K +891 New
AA
1446
AlphaMark Advisors
Kentucky
$36K +$37.2K +898 New
MAS
1447
Madden Advisory Services
Florida
$35K +$35.9K +867 New
GXMC
1448
Global X Management Company
New York
$34K +$35.1K +847 New
VCM
1449
Vigilant Capital Management
Maine
$33K +$33.7K +814 New
LWA
1450
Lenox Wealth Advisors
New York
$33K +$34K +820 New
56 57
58
59 60

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.