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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 %
HDIM
726
Hanson & Doremus Investment Management
Vermont
$2.74M +$146K +3,854 +6%
WS
727
Wedbush Securities
California
$2.73M -$130K -3,436 -5%
BIM
728
Bridgecreek Investment Management
Oklahoma
$2.72M – – –
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$2.72M +$25.4K +670 +0.9%
BRM
730
Boston Research & Management
Massachusetts
$2.72M +$59.9K +1,582 +2%
PWAP
731
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.71M +$49.8K +1,315 +2%
BIM
732
Bridges Investment Management
Nebraska
$2.7M -$223K -5,884 -8%
PP
733
PDT Partners
New York
$2.7M -$1.16M -30,608 -30%
P
734
Pitcairn
Pennsylvania
$2.67M -$54.5K -1,438 -2%
FAAM
735
First Allied Asset Management
California
$2.67M +$2.67M +69,566 New
WTIM
736
Wilmington Trust Investment Management
Delaware
$2.66M – – –
CC
737
Columbia Capital
California
$2.64M +$74.7K +1,947 +3%
NMIFOAC
738
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.64M – – –
SI
739
Sentry Investments
Ontario, Canada
$2.63M – – –
EWM
740
Elite Wealth Management
Washington
$2.62M +$2.53M +66,781 +2,781%
AF
741
Arrow Financial
New York
$2.62M +$12.9K +340 +0.5%
HCMT
742
Highland Capital Management (Tennessee)
Tennessee
$2.62M +$58K +1,530 +2%
EIM
743
Essex Investment Management
Massachusetts
$2.61M -$539K -14,241 -17%
WA
744
WBH Advisory
Maryland
$2.59M -$68.3K -1,803 -3%
OPTFSNA
745
Old Point Trust & Financial Services N A
Virginia
$2.57M +$90.9K +2,400 +4%
MIG
746
Mariner Investment Group
New York
$2.56M +$2.56M +67,700 New
FMW
747
Farr Miller & Washington
District of Columbia
$2.55M -$163K -4,315 -6%
SI
748
SII Investments
Wisconsin
$2.54M -$241K -6,363 -9%
WSTAM
749
Wilbanks Smith & Thomas Asset Management
Virginia
$2.54M -$29.6K -781 -1%
KPCM
750
Kings Point Capital Management
New York
$2.53M +$341 +9 +0%
28 29
30
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