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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 %
BCM
901
Boltwood Capital Management
California
$1.6M +$12.3K +325 +0.8%
ANRIA
902
American National Registered Investment Advisor
Texas
$1.6M -$53K -1,400 -3%
MC
903
Miles Capital
Iowa
$1.6M +$1.6M +42,194 New
STMM
904
South Texas Money Management
Texas
$1.6M -$67.3K -1,777 -4%
RFS
905
Rockefeller Financial Services
New York
$1.6M – – –
CCFCSB
906
Cape Cod Five Cents Savings Bank
Massachusetts
$1.59M -$38K -1,004 -2%
SFSIG
907
San Francisco Sentry Investment Group
California
$1.58M – – –
SSB
908
Sandy Spring Bank
Maryland
$1.57M +$4.21K +111 +0.3%
NPF
909
Norris Perne & French
Michigan
$1.57M +$14.5K +383 +0.9%
GA
910
Geneva Advisors
Illinois
$1.57M -$20.6K -544 -1%
PJSIMP
911
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.56M +$42.6K +1,126 +3%
CHJWM
912
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.55M +$101K +2,676 +7%
DA
913
Dillon & Associates
Michigan
$1.55M +$20K +500 +1%
AP
914
Appleton Partners
Massachusetts
$1.55M +$78.8K +2,080 +5%
DHFB
915
Dixon Hubard Feinour & Brown
Virginia
$1.53M -$178K -4,700 -10%
SKK
916
Shepherd Kaplan Krochuk
Massachusetts
$1.53M – – –
SNT
917
Security National Trust
West Virginia
$1.53M +$137K +3,615 +10%
FNFDCM
918
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.52M +$106K +2,800 +7%
LI
919
Longer Investments
Arkansas
$1.52M -$3.79K -100 -0.2%
PMFA
920
Plante Moran Financial Advisors
Michigan
$1.52M +$29.9K +790 +2%
SIM
921
SSI Investment Management
California
$1.52M -$11.6K -305 -0.8%
RC
922
RBF Capital
California
$1.52M – – –
BCM
923
BBT Capital Management
Texas
$1.51M -$35K -924 -2%
FIM
924
Fruth Investment Management
Texas
$1.51M +$3.11K +82 +0.2%
CCT
925
Country Club Trust
Missouri
$1.51M +$10.8K +285 +0.7%
35 36
37
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