KO icon

Coca-Cola
KO

Overview Fund Activity

1,475 hedge funds and large institutions have $108B invested in Coca-Cola in 2013 Q2 according to their latest regulatory filings, with 1,475 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+1,475
Holders Change %
–
% of All Funds
48.16%
Holding in Top 10
154
Holding in Top 10 Change
+154
Holding in Top 10 Change %
%
% of All Funds
5.03%
New
1,475
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 		Shares
Change %
AWA
1201
AmeriServ Wealth Advisors
Pennsylvania
$559K +$559K +13,931 New
KTC
1202
Kistler-Tiffany Companies
Pennsylvania
$557K +$557K +13,898 New
AT
1203
Acadia Trust
Maine
$555K +$555K +13,825 New
DSAM
1204
Dock Street Asset Management
Florida
$551K +$551K +13,728 New
PAI
1205
Pittenger & Anderson Inc
Nebraska
$547K +$547K +13,640 New
ANBT
1206
American National Bank & Trust
Texas
$546K +$546K +13,605 New
ICM
1207
IMS Capital Management
Oregon
$543K +$543K +13,532 New
PAM
1208
Paradigm Asset Management
New York
$541K +$541K +13,500 New
PHAM
1209
Palisades Hudson Asset Management
Florida
$541K +$541K +13,484 New
LIM
1210
Lathrop Investment Management
Arkansas
$539K +$539K +13,438 New
BSWMG
1211
Barrington Strategic Wealth Management Group
Illinois
$538K +$538K +13,423 New
PFM
1212
PacWest Financial Management
Arizona
$537K +$537K +13,377 New
NI
1213
NFC Investments
Tennessee
$530K +$530K +13,214 New
SRC
1214
Shufro Rose & Co
New York
$530K +$530K +13,216 New
GCM
1215
Grisanti Capital Management
New York
$529K +$529K +13,142 New
CPO
1216
Cerity Partners OCIO
New York
$527K +$527K +13,132 New
BP
1217
Ballentine Partners
Massachusetts
$526K +$526K +13,108 New
ACP
1218
Aviance Capital Partners
Florida
$526K +$526K +13,110 New
SL
1219
Summitry LLC
California
$525K +$525K +13,084 New
I
1220
IberiaBank
Louisiana
$525K +$525K +13,100 New
RIA
1221
Regal Investment Advisors
Michigan
$521K +$521K +12,898 New
HBWM
1222
Hollow Brook Wealth Management
New York
$521K +$521K +13,000 New
WG
1223
Winchester Group
New York
$521K +$521K +13,000 New
LPT
1224
Legacy Private Trust
Wisconsin
$519K +$519K +12,934 New
HAIM
1225
Hunter Associates Investment Management
Pennsylvania
$511K +$511K +12,741 New
47 48
49
50 51