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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 %
SFM
401
Stack Financial Management
Montana
$11.3M +$11.3M +280,965 New
JMFC
402
J.M. Forbes & Co
Massachusetts
$11.2M +$11.2M +278,542 New
FSC
403
Fiduciary Services Corp
Georgia
$11.1M +$11.1M +277,267 New
DP
404
Dearborn Partners
Illinois
$11M +$11M +274,842 New
TNBTD
405
Trustmark National Bank Trust Department
Mississippi
$10.8M +$10.8M +269,186 New
FCAM
406
F&C Asset Management
United Kingdom
$10.8M +$10.8M +268,245 New
JPMPWA
407
J.P. Morgan Private Wealth Advisors
California
$10.7M +$10.7M +266,366 New
BFA
408
Beaumont Financial Advisors
Massachusetts
$10.7M +$10.7M +266,001 New
AAM
409
Advisors Asset Management
Colorado
$10.6M +$10.6M +265,114 New
AMI
410
Amica Mutual Insurance
Rhode Island
$10.6M +$10.6M +263,573 New
SBCM
411
Schwerin Boyle Capital Management
Massachusetts
$10.5M +$10.5M +261,930 New
CCT
412
Chemung Canal Trust
New York
$10.5M +$10.5M +261,246 New
WRF
413
Waddell & Reed Financial
Kansas
$10.2M +$10.2M +254,000 New
PP
414
Palladium Partners
Virginia
$10.2M +$10.2M +253,968 New
CIBC World Market
415
CIBC World Market
Ontario, Canada
$10.1M +$10.1M +251,611 New
HT
416
HighTower Trust
Texas
$10.1M +$10.1M +251,090 New
Balyasny Asset Management
417
Balyasny Asset Management
Illinois
$10M +$10M +249,450 New
BAM
418
Barrett Asset Management
New York
$9.98M +$9.98M +248,895 New
GIA
419
Granite Investment Advisors
New Hampshire
$9.97M +$9.97M +248,570 New
BOH
420
Bank of Hawaii
Hawaii
$9.96M +$9.96M +248,288 New
WF
421
WealthTrust Fairport
Ohio
$9.95M +$9.95M +248,038 New
CA
422
CapWealth Advisors
Tennessee
$9.87M +$9.87M +245,998 New
HPC
423
HM Payson & Co
Maine
$9.86M +$9.86M +245,713 New
UCFA
424
United Capital Financial Advisors
Texas
$9.79M +$9.79M +244,032 New
HB
425
Homrich & Berg
Georgia
$9.79M +$9.79M +242,255 New
15 16
17
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