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Coca-Cola
KO

Overview Fund Activity

1,462 hedge funds and large institutions have $109B invested in Coca-Cola in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 596 increasing their positions, 612 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
47.42%
Holding in Top 10
119
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.73%
% of All Funds
3.86%
New
75
Increased
596
Reduced
612
Closed
74
Calls
$1.15B
Puts
$1.43B
Net Calls
-$280M
Net Calls Change
+$74.3M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$444M
2
Franklin Resources
Franklin Resources
California
+$410M
3
BTS
BB&T Securities
Virginia
+$300M
4
Deutsche Bank
Deutsche Bank
Germany
+$160M
5
EAM
Eagle Asset Management
Florida
+$145M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
3
Bank of America
Bank of America
North Carolina
-$218M
4
Capital World Investors
Capital World Investors
California
-$180M
5
SP
Sarasin & Partners
United Kingdom
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
376
First Horizon Advisors
Tennessee
$11.7M +$11.7M +309,002 +26,547%
MA
377
Montag & Associates
Georgia
$11.6M +$66.7K +1,761 +0.6%
EGA
378
Eagle Global Advisors
Texas
$11.6M -$229K -6,053 -2%
QBFM
379
QS Batterymarch Financial Management
New York
$11.5M -$119K -3,140 -1%
TMAM
380
Tokio Marine Asset Management
Japan
$11.5M -$903K -23,847 -7%
HIMC
381
Heritage Investors Management Corp
Maryland
$11.4M +$368K +9,728 +3%
AT
382
Arvest Trust
Oklahoma
$11.4M -$60.2K -1,589 -0.5%
ADEF
383
Adams Diversified Equity Fund
Maryland
$11.4M – – –
HCMNY
384
Howard Capital Management (New York)
New York
$11.2M +$337K +8,909 +3%
AIM
385
Avity Investment Management
Connecticut
$11.1M -$434K -11,470 -4%
KAS
386
Kemnay Advisory Services
New York
$11M -$3.24M -85,435 -23%
SLI
387
Sumitomo Life Insurance
Japan
$10.9M +$11.9K +313 +0.1%
SFM
388
Stack Financial Management
Montana
$10.9M +$270K +7,117 +3%
DP
389
Dearborn Partners
Illinois
$10.8M +$417K +11,018 +4%
JPMPWA
390
J.P. Morgan Private Wealth Advisors
California
$10.8M +$716K +18,914 +7%
RGA
391
Red Granite Advisors
Wisconsin
$10.8M -$315K -8,310 -3%
AAM
392
Advisors Asset Management
Colorado
$10.8M +$709K +18,720 +7%
PA
393
Pinnacle Associates
New York
$10.7M -$3.77M -99,404 -26%
JAM
394
JCIC Asset Management
Ontario, Canada
$10.7M -$105K -2,765 -1%
HighTower Advisors
395
HighTower Advisors
Illinois
$10.6M -$3.42M -90,268 -24%
CTC
396
Central Trust Company
Missouri
$10.5M -$132K -3,476 -1%
NLGIA
397
Nippon Life Global Investors Americas
New York
$10.5M -$1,000K -26,390 -9%
CIA
398
CCM Investment Advisers
South Carolina
$10.4M -$8.03M -211,873 -44%
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$10.1M -$111K -2,942 -1%
AMI
400
Amica Mutual Insurance
Rhode Island
$9.98M – – –
14 15
16
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