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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 %
ITIM
976
Indiana Trust & Investment Management
Indiana
$1.27M +$10.8K +285 +0.9%
IH
977
IFC Holdings
Florida
$1.26M +$125K +3,229 +11%
CIS
978
Connors Investor Services
Pennsylvania
$1.25M -$137K -3,625 -10%
KCM
979
KSA Capital Management
New Jersey
$1.25M – – –
PIM
980
Penobscot Investment Management
Massachusetts
$1.24M +$3.98K +105 +0.3%
MBT
981
Montecito Bank & Trust
California
$1.24M -$29.6K -780 -2%
CIM
982
CenturyLink Investment Management
Colorado
$1.24M -$248K -6,543 -17%
WC
983
Whitnell & Co
Illinois
$1.24M +$45.4K +1,200 +4%
CC
984
Colrain Capital
Massachusetts
$1.21M +$56.8K +1,500 +5%
CCM
985
Cai Capital Management
New York
$1.19M +$122K +3,226 +11%
CWP
986
Capital Wealth Planning
Florida
$1.19M +$1.19M +31,459 New
LA
987
Lau Associates
Delaware
$1.19M – – –
EAM
988
EULAV Asset Management
Florida
$1.18M -$30.3K -800 -3%
FWCM
989
Ferguson Wellman Capital Management
Oregon
$1.17M -$15.1K -400 -1%
CCA
990
Cobblestone Capital Advisors
New York
$1.17M +$5.57K +147 +0.5%
LC
991
Lourd Capital
California
$1.17M – – –
GIS
992
Guardian Investor Services
New York
$1.16M -$17K -448 -1%
AB
993
Atlas Brown
Kentucky
$1.15M -$523K -13,811 -31%
ANBTV
994
American National Bank & Trust (Virginia)
Virginia
$1.14M +$166K +4,392 +17%
RC
995
RegentAtlantic Capital
New Jersey
$1.14M -$97.3K -2,568 -8%
WIC
996
Wilkins Investment Counsel
Massachusetts
$1.14M -$3.79K -100 -0.3%
Aristotle Capital Management
997
Aristotle Capital Management
California
$1.14M -$9.28K -245 -0.8%
MM
998
Midas Management
New York
$1.14M – – –
BIC
999
Beach Investment Counsel
Pennsylvania
$1.13M -$286K -7,543 -20%
AHS
1000
Aspiriant Holdings S3
California
$1.13M +$119K +3,129 +12%
38 39
40
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