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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 %
CONA
501
Capital One National Association
New York
$6.01M -$133K -3,517 -2%
SLF
502
Sun Life Financial
Ontario, Canada
$5.99M -$355K -9,375 -6%
MA
503
Marshwinds Advisory
Georgia
$5.98M -$30.8K -814 -0.5%
First Trust Advisors
504
First Trust Advisors
Illinois
$5.98M +$804K +21,238 +16%
NRS
505
Neville Rodie & Shaw
New York
$5.94M +$3.86K +102 +0.1%
BC
506
Bartlett & Co
Ohio
$5.94M +$3.41K +90 +0.1%
CL
507
CFS LLC
Oklahoma
$5.93M – – –
PP
508
Paloma Partners
Connecticut
$5.91M +$1.78M +47,065 +43%
IHL
509
Investment House LLC
California
$5.9M +$5.68K +150 +0.1%
WTC
510
WhitTier Trust Company
Nevada
$5.86M +$46.9K +1,237 +0.8%
TCM
511
Tufton Capital Management
Maryland
$5.86M +$392K +10,345 +7%
SIM
512
Sentry Investment Management
Wisconsin
$5.86M +$3.72M +98,320 +175%
Connor, Clark & Lunn Investment Management (CC&L)
513
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.85M +$1.92M +49,400 +49%
SGCA
514
Steel Grove Capital Advisors
Tennessee
$5.81M +$343 +9 +0%
MSU
515
Mizuho Securities USA
New York
$5.79M +$227K +6,003 +4%
MCM
516
Murphy Capital Management
New Jersey
$5.79M +$161K +4,239 +3%
AL
517
Agran Libbie
California
$5.77M +$7.05K +186 +0.1%
FLII
518
First Long Island Investors
New York
$5.75M +$434K +11,445 +8%
SIC
519
Schwartz Investment Counsel
Michigan
$5.68M +$5.68M +150,000 New
HCM
520
Huber Capital Management
California
$5.68M +$250K +6,600 +5%
FTIOP
521
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.67M +$320K +8,447 +6%
FIM
522
Frontier Investment Management
Texas
$5.64M +$28.5K +753 +0.5%
CPSAC
523
Chas P. Smith & Associates (CPS)
Florida
$5.64M +$574K +15,164 +11%
FB
524
Fulton Bank
Pennsylvania
$5.64M -$118K -3,109 -2%
AC
525
Addenda Capital
Quebec, Canada
$5.62M +$296K +7,760 +6%
19 20
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