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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 %
KFC
426
Klingenstein Fields & Co
New York
$8.94M -$3.28M -86,625 -27%
BAM
427
Berkshire Asset Management
Pennsylvania
$8.87M +$1.58M +41,742 +22%
TH
428
Timber Hill
Connecticut
$8.85M +$8.85M +233,708 New
RJFSA
429
Raymond James Financial Services Advisors
Florida
$8.85M -$8.88M -234,384 -50%
LMGAM
430
Liberty Mutual Group Asset Management
Massachusetts
$8.72M +$1.79M +47,209 +26%
WF
431
WealthTrust Fairport
Ohio
$8.66M -$741K -19,552 -8%
TAM
432
Taurus Asset Management
New York
$8.64M +$1.77M +46,675 +26%
WCP
433
Welch Capital Partners
New York
$8.42M – – –
TCM
434
Twin Capital Management
Pennsylvania
$8.42M -$747K -19,720 -8%
PSUF
435
People's United Financial
Connecticut
$8.26M +$174K +4,602 +2%
CCM
436
Covington Capital Management
California
$8.21M -$54.8K -1,446 -0.7%
JMFC
437
J.M. Forbes & Co
Massachusetts
$8.18M -$2.37M -62,689 -23%
BMO
438
Beck Mack & Oliver
New York
$8.15M -$268K -7,065 -3%
Cambridge Investment Research Advisors
439
Cambridge Investment Research Advisors
Iowa
$8.15M +$1.17M +30,794 +17%
TCSAM
440
Tyrus Capital S.A.M.
Monaco
$8.14M +$8.14M +215,000 New
LIC
441
Lodestar Investment Counsel
Illinois
$8.07M -$30.3K -800 -0.4%
CDH
442
Charles D. Hyman
$7.85M -$53.7K -1,418 -0.7%
GRQ
443
Gardner Russo & Quinn
Pennsylvania
$7.83M +$965K +25,475 +14%
MCM
444
Monarch Capital Management
Indiana
$7.74M +$41.1K +1,085 +0.5%
ACA
445
Anchor Capital Advisors
Massachusetts
$7.73M -$10.4K -275 -0.1%
UAM
446
UAS Asset Management
New York
$7.7M +$116K +3,075 +2%
SC
447
SouthState Corp
Florida
$7.68M +$502K +13,260 +7%
MCTIC
448
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.67M -$82K -2,165 -1%
JCP
449
Jabre Capital Partners
Switzerland
$7.58M +$7.58M +210,000 New
K
450
Kemper
Illinois
$7.58M – – –
16 17
18
19 20