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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 %
HCM
801
Hodges Capital Management
Texas
$2.22M -$329K -8,676 -13%
PCM
802
Parsons Capital Management
Rhode Island
$2.22M -$91.8K -2,425 -4%
TH
803
TCTC Holdings
Texas
$2.21M – – –
SCA
804
Salient Capital Advisors
Texas
$2.21M -$101K -2,664 -4%
MCM
805
Manchester Capital Management
Vermont
$2.21M -$39.6K -1,045 -2%
SCM
806
Southport Capital Management
Tennessee
$2.2M +$487K +12,865 +28%
TTWM
807
TCV Trust & Wealth Management
Virginia
$2.19M -$29.8K -787 -1%
AAM
808
Augustine Asset Management
Florida
$2.17M +$32.5K +858 +2%
IT
809
Independence Trust
Tennessee
$2.16M -$161K -4,260 -7%
ARMC
810
American Research & Management Company
Massachusetts
$2.16M -$49.2K -1,300 -2%
KFS
811
KMS Financial Services
Washington
$2.14M -$485K -12,804 -18%
Mariner
812
Mariner
Kansas
$2.14M +$179K +4,732 +9%
PAIM
813
Punch & Associates Investment Management
Minnesota
$2.13M – – –
AAIM
814
American Assets Investment Management
California
$2.12M – – –
WJA
815
Williams Jones & Associates
New York
$2.11M -$151K -3,975 -7%
PWP
816
Private Wealth Partners
California
$2.11M -$45.5K -1,200 -2%
NAMA
817
Nikko Asset Management Americas
New York
$2.11M -$161K -4,200 -7%
RNS
818
Robert N. Shapiro
$2.09M +$41.2K +1,088 +2%
KJHP
819
K.J. Harrison & Partners
Ontario, Canada
$2.09M -$45.3K -1,195 -2%
EI
820
Excelsia Inc
Georgia
$2.07M -$187K -4,939 -8%
SFS
821
Strategic Financial Services
New York
$2.07M -$80.9K -2,136 -4%
ECAM
822
East Coast Asset Management
Massachusetts
$2.07M +$179K +4,715 +9%
RAM
823
Roanoke Asset Management
New Jersey
$2.06M +$2.06M +51,217 New
GF
824
Gerstein Fisher
New York
$2.05M -$7.61K -201 -0.4%
IT
825
Investors Trust
Texas
$2.05M +$2.05M +54,045 New
31 32
33
34 35