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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 %
MPI
1026
Mairs & Power Inc
Minnesota
$1.01M +$60.7K +1,602 +6%
RC
1027
RBO & Co
California
$1.01M – – –
GHAM
1028
Gilman Hill Asset Management
Connecticut
$1.01M -$312K -8,240 -24%
DAM
1029
Delta Asset Management
Tennessee
$1.01M -$8.52K -225 -0.8%
BCB
1030
Brian C. Broderick
$993K – – –
PSI
1031
Pinnacle Summer Investments
Virginia
$990K +$256K +6,754 +35%
Jane Street
1032
Jane Street
New York
$988K -$3.04M -80,238 -75%
TCM
1033
Telos Capital Management
California
$983K -$51.7K -1,366 -5%
FBB
1034
Fulton Breakefield Broenniman
Maryland
$976K +$117K +3,098 +14%
ICM
1035
IronBridge Capital Management
Illinois
$974K -$51.9K -1,370 -5%
BONST
1036
Bank of Nova Scotia Trust
Ontario, Canada
$969K +$79.3K +2,095 +9%
VAS
1037
Valicenti Advisory Services
New York
$968K +$3.79K +100 +0.4%
ST
1038
Semper Trust
Pennsylvania
$965K +$176K +4,650 +22%
FUBT
1039
First United Bank & Trust
Maryland
$963K -$7.58K -200 -0.8%
BEAM
1040
Baker Ellis Asset Management
Washington
$959K – – –
DSC
1041
Duncker Streett & Co
Missouri
$958K -$18.9K -500 -2%
ACM
1042
Argentus Capital Management
Texas
$957K +$132K +3,491 +16%
AAM
1043
Autus Asset Management
Arizona
$955K -$8.75K -231 -0.9%
PTB
1044
Pioneer Trust Bank
Oregon
$955K – – –
ST
1045
Sentinel Trust
Texas
$955K +$3.22K +85 +0.3%
JA
1046
JLB & Associates
Michigan
$948K – – –
WP
1047
WMS Partners
Maryland
$943K +$114 +3 +0%
CFA
1048
Carroll Financial Associates
North Carolina
$941K -$278K -7,351 -23%
ECM
1049
Estabrook Capital Management
New York
$939K – – –
FMWA
1050
Forvis Mazars Wealth Advisors
Missouri
$939K -$9.77K -258 -1%
40 41
42
43 44