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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 %
MC
1051
Middleton & Co
Massachusetts
$928K -$45.5K -1,200 -5%
DCM
1052
Driehaus Capital Management
Illinois
$927K – – –
MSR
1053
Main Street Research
Connecticut
$924K -$34.7K -915 -4%
HH
1054
Hilltop Holdings
Texas
$924K +$252K +6,640 +37%
JIC
1055
Joel Isaacson & Co
New York
$923K +$6.1K +161 +0.7%
ANI
1056
American National Insurance
Texas
$920K – – –
WSA
1057
Willow Street Advisors
Florida
$917K +$380K +10,025 +71%
AIC
1058
Atlantic Investment Company
Georgia
$914K – – –
KS
1059
Karpas Strategies
Connecticut
$907K – – –
HW
1060
Hancock Whitney
Mississippi
$905K +$7.76K +205 +0.9%
WA
1061
Waverly Advisors
Alabama
$904K +$30.6K +807 +3%
IGIM
1062
I.G. Investment Management
Manitoba, Canada
$904K +$133K +3,510 +17%
MCM
1063
Maple Capital Management
Vermont
$902K +$63.9K +1,688 +8%
LCM
1064
LVM Capital Management
Michigan
$901K -$947 -25 -0.1%
ACM
1065
Ashford Capital Management
Delaware
$898K – – –
CCP
1066
Clarkston Capital Partners
Michigan
$897K +$2.42K +64 +0.3%
BCM
1067
Bourgeon Capital Management
Connecticut
$896K +$11.4K +300 +1%
WAM
1068
Weatherly Asset Management
California
$893K -$13.2K -348 -1%
AIC
1069
Ambs Investment Counsel
Michigan
$886K -$2.63M -69,460 -75%
G
1070
GlobalBridge
Minnesota
$886K -$215K -5,673 -20%
RJA
1071
Robshaw & Julian Associates
New York
$877K – – –
BOS
1072
Bank of Stockton
California
$873K +$18K +475 +2%
CAM
1073
Carret Asset Management
New York
$872K +$157K +4,144 +22%
UR
1074
USCA RIA
Texas
$870K +$413K +10,910 +91%
DAM
1075
Doheny Asset Management
California
$869K -$213K -5,620 -20%
41 42
43
44 45