KO icon

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 %
BRWA
926
B. Riley Wealth Advisors
Florida
$1.51M +$54.3K +1,433 +4%
RW
927
Rand Wealth
Maryland
$1.51M +$25.8K +681 +2%
DIS
928
Diversified Investment Strategies
Louisiana
$1.5M -$24.6K -650 -2%
MPAM
929
Murphy Pohlad Asset Management
Minnesota
$1.5M +$9.66K +255 +0.6%
ATC
930
Adirondack Trust Company
New York
$1.49M -$24.3K -640 -2%
CA
931
Callahan Advisors
Texas
$1.49M +$44.3K +1,170 +3%
TCOTO
932
Trust Company of the Ozarks
Missouri
$1.48M +$78.6K +2,075 +6%
RCAG
933
Rehmann Capital Advisory Group
Michigan
$1.48M +$1.17K +31 +0.1%
CAM
934
Cacti Asset Management
Georgia
$1.47M -$227K -6,000 -13%
MNBTD
935
Moody National Bank Trust Division
Texas
$1.47M -$58.7K -1,550 -4%
TL
936
Tirschwell & Loewy
New York
$1.47M – – –
CBT
937
Central Bank & Trust
Kentucky
$1.47M -$418K -11,045 -22%
AP
938
Advisor Partners
California
$1.46M +$22.8K +603 +2%
LS
939
Livforsakringsbolaget Skandia
Sweden
$1.44M – – –
BHBT
940
Burke & Herbert Bank & Trust
Virginia
$1.43M – – –
LW
941
Linscomb Wealth
Texas
$1.42M +$22.5K +595 +2%
ECM
942
ETrade Capital Management
Virginia
$1.42M +$317K +8,365 +29%
SIG
943
Sky Investment Group
Connecticut
$1.41M +$1.41M +37,200 New
OMC
944
Overbrook Management Corp
New York
$1.4M – – –
BO
945
BRR OpCo
Ohio
$1.4M -$49.1K -1,297 -3%
JCM
946
Janney Capital Management
Pennsylvania
$1.4M +$12.4K +327 +0.9%
CBB
947
Citizens Business Bank
California
$1.39M -$4.1M -108,270 -75%
BWAM
948
Boyd Watterson Asset Management
Ohio
$1.39M -$150K -3,952 -10%
JCM
949
Jag Capital Management
Missouri
$1.38M +$154K +4,065 +13%
PPSG
950
Princeton Portfolio Strategies Group
New Jersey
$1.38M -$3.79K -100 -0.3%
36 37
38
39 40