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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 %
TBNY
626
Trustco Bank (New York)
New York
$3.98M -$295K -7,800 -7%
HA
627
Halsey Associates
Connecticut
$3.98M +$86.7K +2,290 +2%
Acadian Asset Management
628
Acadian Asset Management
Massachusetts
$3.96M +$1.12M +29,669 +40%
SBH
629
Segall Bryant & Hamill
Illinois
$3.91M +$3.98K +105 +0.1%
VFS
630
VSR Financial Services
Kansas
$3.9M +$1.91M +50,376 +96%
CIP
631
Chartwell Investment Partners
Pennsylvania
$3.88M +$379K +10,000 +11%
WC
632
Woodstock Corp
Massachusetts
$3.87M -$205K -5,400 -5%
ACM
633
Argyle Capital Management
Pennsylvania
$3.86M – – –
HCC
634
Hirtle Callaghan & Co
Pennsylvania
$3.83M +$3.53M +92,662 +1,176%
SDJVC
635
St. Denis J. Villere & Co
Louisiana
$3.81M -$32.2K -850 -0.8%
AB
636
Amalgamated Bank
New York
$3.81M -$90.6K -2,392 -2%
CT
637
Cambridge Trust
Massachusetts
$3.81M -$8.88M -234,282 -70%
AssetMark Inc
638
AssetMark Inc
California
$3.8M +$3.8M +100,178 New
DIA
639
Denver Investment Advisors
Colorado
$3.79M -$362K -9,554 -9%
CCM
640
Chickasaw Capital Management
Tennessee
$3.79M +$867K +22,900 +30%
AHC
641
Adell Harriman & Carpenter
Texas
$3.78M -$81.3K -2,145 -2%
IMOV
642
Investment Management of Virginia
Virginia
$3.78M +$43.6K +1,150 +1%
MC
643
Martin & Co
Tennessee
$3.78M +$33.1K +875 +0.9%
AA
644
Ancora Advisors
Ohio
$3.74M -$20.8K -550 -0.6%
HFS
645
Haverford Financial Services
Pennsylvania
$3.72M +$115K +3,038 +3%
HRIA
646
Haberer Registered Investment Advisor
Ohio
$3.72M -$2.11M -55,829 -36%
FNBOMD
647
First National Bank of Mount Dora
Florida
$3.7M -$284K -7,502 -7%
GIM
648
Goelzer Investment Management
Indiana
$3.69M -$3.12M -82,443 -46%
PAM
649
PartnerRe Asset Management
Connecticut
$3.68M -$506K -13,349 -12%
ADBIC
650
A.D. Beadell Investment Counsel
Wisconsin
$3.68M -$17K -450 -0.5%
24 25
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