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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 %
BVDMP
1076
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$863K – – –
JFA
1077
JNBA Financial Advisors
Minnesota
$854K +$93.8K +2,475 +12%
ACM
1078
Alta Capital Management
Utah
$849K +$635K +16,760 +296%
SNBOSD
1079
Security National Bank of So Dak
Iowa
$847K -$85.9K -2,265 -9%
BFA
1080
Beaumont Financial Advisors
Massachusetts
$846K -$9.23M -243,678 -92%
KFS
1081
Kurt F. Somerville
$846K -$7.57K -200 -0.9%
TYCC
1082
Texas Yale Capital Corp
Florida
$846K +$130K +3,420 +18%
GW
1083
GW & Wade
Massachusetts
$843K -$10.9K -287 -1%
AFG
1084
Albion Financial Group
Utah
$842K -$70.6K -1,864 -8%
ACP
1085
Ashfield Capital Partners
California
$841K +$23.6K +624 +3%
WCM
1086
Windsor Capital Management
Arizona
$839K +$82.6K +2,182 +11%
MIM
1087
Montgomery Investment Management
Maryland
$837K -$19K -500 -2%
EA
1088
Emerald Advisers
Pennsylvania
$837K +$8.45K +223 +1%
MVIP
1089
Mar Vista Investment Partners
California
$832K -$21K -554 -2%
BCA
1090
Benchmark Capital Advisors
New York
$830K +$603K +15,900 +265%
BFEC
1091
Benjamin F. Edwards & Company
Missouri
$823K +$415K +10,947 +101%
SFSG
1092
Stearns Financial Services Group
North Carolina
$817K +$9.13K +241 +1%
BFPW
1093
BOK Financial Private Wealth
Colorado
$812K +$812K +21,440 New
HCM
1094
Highlander Capital Management
New Jersey
$812K +$152K +4,002 +23%
BIC
1095
Bridges Investment Counsel
Nebraska
$808K +$8.52K +225 +1%
KC
1096
Kingfisher Capital
North Carolina
$807K +$227 +6 +0%
EIM
1097
Emerson Investment Management
Massachusetts
$803K +$90K +2,375 +13%
SC
1098
Saybrook Capital
North Carolina
$801K – – –
BDF
1099
Balasa Dinverno & Foltz
$797K -$28.7K -757 -3%
ST
1100
Spinnaker Trust
Maine
$795K +$5.34K +141 +0.7%
42 43
44
45 46