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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 %
MJRIC
651
Mogy Joel R Investment Counsel
California
$3.66M – – –
RBC
652
Ronald Blue & Co
Georgia
$3.65M +$1.27M +33,580 +53%
WCM
653
Weik Capital Management
Pennsylvania
$3.65M -$33.5K -885 -0.9%
FBT
654
First Bankers Trust
Kentucky
$3.64M +$17K +450 +0.5%
III
655
Independent Investors Inc
New York
$3.59M -$16.4K -434 -0.5%
CCG
656
Cypress Capital Group
Florida
$3.55M -$1.29M -33,954 -27%
MIM
657
Midwest Investment Management
Ohio
$3.55M +$1.83M +48,300 +106%
FGP
658
Foyston, Gordon, & Payne
Ontario, Canada
$3.55M – – –
TCOV
659
Trust Company of Vermont
Vermont
$3.54M +$278K +7,343 +9%
OCM
660
Olstein Capital Management
New York
$3.52M +$114K +3,000 +3%
MCM
661
McKinley Capital Management
Alaska
$3.5M +$23.8K +629 +0.7%
AT
662
Arden Trust
Delaware
$3.43M -$244K -6,446 -7%
Toronto Dominion Bank
663
Toronto Dominion Bank
Ontario, Canada
$3.43M -$141K -3,721 -4%
TSS
664
Thomas Story & Son
Indiana
$3.42M +$614K +16,213 +22%
MYLI
665
Meiji Yasuda Life Insurance
Japan
$3.42M -$424K -11,187 -11%
RBA
666
Richard Bernstein Advisors
New York
$3.41M – – –
Lazard Asset Management
667
Lazard Asset Management
New York
$3.38M -$134K -3,550 -4%
SC
668
Saiers Capital
New York
$3.36M +$3.36M +88,750 New
ECM
669
Everence Capital Management
Indiana
$3.36M – – –
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$3.33M +$151K +3,981 +5%
MCM
671
McMillion Capital Management
North Carolina
$3.33M -$485K -12,800 -13%
NAM
672
NTV Asset Management
West Virginia
$3.32M +$138K +3,654 +4%
HC
673
Hendley & Co
Ohio
$3.29M -$30.3K -801 -0.9%
VCM
674
Violich Capital Management
California
$3.27M +$27.1K +715 +0.8%
HIC
675
Hartline Investment Corp
Illinois
$3.26M -$96.2K -2,540 -3%
25 26
27
28 29