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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 %
FMBTD
1001
First Midwest Bank Trust Division
Illinois
$1.12M -$33.2K -875 -3%
GCP
1002
GSA Capital Partners
United Kingdom
$1.12M +$1.12M +29,501 New
VNA
1003
VNBTrust National Association
Virginia
$1.11M -$34.1K -900 -3%
SNBOSCI
1004
Security National Bank of Sioux City Iowa
Iowa
$1.1M +$68.8K +1,816 +7%
SCM
1005
Shelton Capital Management
Colorado
$1.1M +$22.7K +600 +2%
RHBC
1006
R.H. Bluestein & Co
Michigan
$1.1M -$15.9M -419,418 -94%
PCM
1007
Palisade Capital Management
New Jersey
$1.09M -$248K -6,550 -19%
NCM
1008
Nelson Capital Management
California
$1.09M -$37.9K -1,000 -3%
LM
1009
Lincluden Management
Ontario, Canada
$1.09M +$95.1K +2,510 +10%
BC
1010
Banced Corp
Illinois
$1.08M -$8.23K -217 -0.8%
MM
1011
Meridian Management
Arkansas
$1.08M – – –
AI
1012
Atria Investments
North Carolina
$1.07M +$403K +10,640 +60%
MIC
1013
MU Investments Company
Japan
$1.07M -$428K -11,150 -29%
FCFC
1014
First Commonwealth Financial Corp
Pennsylvania
$1.06M +$37.8K +998 +4%
CCC
1015
Chelsea Counsel Company
California
$1.06M – – –
1SB
1016
1ST Source Bank
Indiana
$1.06M +$12.2K +323 +1%
WA
1017
WFG Advisors
Texas
$1.06M -$16K -423 -1%
GAM
1018
Gotham Asset Management
New York
$1.06M +$199K +5,248 +23%
BJL
1019
Brighton Jones LLC
Washington
$1.05M +$235K +6,209 +29%
NCM
1020
Novare Capital Management
North Carolina
$1.04M +$88.7K +2,342 +9%
DCM
1021
Decatur Capital Management
Georgia
$1.04M -$5.86M -154,580 -85%
CCM
1022
Compton Capital Management
Rhode Island
$1.03M +$26.5K +700 +3%
DDC
1023
DF Dent & Co
Maryland
$1.03M – – –
ANB
1024
Amarillo National Bank
Texas
$1.03M +$131K +3,464 +15%
DMC
1025
Drexel Morgan & Co
Pennsylvania
$1.02M +$384K +10,147 +60%
39 40
41
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