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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 %
LIM
601
Leavell Investment Management
Alabama
$4.24M -$114K -3,000 -3%
PL
602
Parthenon LLC
Kentucky
$4.23M -$15.2K -400 -0.4%
CCG
603
Chatham Capital Group
Georgia
$4.22M -$133K -3,517 -3%
YIA
604
YHB Investment Advisors
Connecticut
$4.22M +$39.8K +1,052 +1%
CBN
605
Cadence Bank NA
Texas
$4.2M -$11.5K -303 -0.3%
HKIM
606
Hayek Kallen Investment Management
Alabama
$4.19M +$38.3K +1,012 +0.9%
WSFS
607
Wilmington Savings Fund Society
Delaware
$4.19M -$98K -2,588 -2%
AIA
608
Alerus Investment Advisors
Minnesota
$4.19M +$832K +21,953 +25%
SBWM
609
Sunflower Bank Wealth Management
Arizona
$4.18M +$53.4K +1,410 +1%
NSEDCP
610
NJ State Employees Deferred Compensation Plan
New Jersey
$4.17M – – –
UAS
611
United Asset Strategies
New York
$4.14M +$248K +6,544 +6%
MPM
612
Meritage Portfolio Management
Kansas
$4.13M -$28.4K -750 -0.7%
GCA
613
Greenwood Capital Associates
South Carolina
$4.13M +$26.1K +689 +0.6%
UCFA
614
United Capital Financial Advisors
Texas
$4.12M -$5.12M -135,241 -55%
LCP
615
Legacy Capital Partners
Wisconsin
$4.11M -$23.5K -621 -0.6%
SGK
616
Steigerwald Gordon & Koch
Virginia
$4.1M +$538K +14,332 +15%
BFO
617
Boston Family Office
Massachusetts
$4.08M -$8.71K -230 -0.2%
SAG
618
Sterne Agee Group
Alabama
$4.07M -$120K -3,165 -3%
FNB
619
First Niagara Bank
New York
$4.05M -$45K -1,188 -1%
RCYC
620
Richard C. Young & Co
Rhode Island
$4.04M -$58.9K -1,556 -1%
BA
621
Bridgewater Associates
Connecticut
$4.03M -$12.1M -319,726 -75%
DL
622
Delta Lloyd
Netherlands
$4.01M +$338K +8,924 +9%
KIA
623
KCM Investment Advisors
California
$4M -$407K -10,747 -9%
ATC
624
Argent Trust Company
Louisiana
$4M -$16K -423 -0.4%
SHGA
625
Sand Hill Global Advisors
California
$4M +$1.16M +30,637 +41%
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25
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