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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 %
BP
1101
Ballentine Partners
Massachusetts
$793K +$296K +7,826 +60%
RB
1102
Rodgers Brothers
Pennsylvania
$791K +$112K +2,960 +17%
FFA
1103
First Foundation Advisors
California
$790K +$121K +3,206 +18%
AF
1104
Allworth Financial
California
$783K -$2.08K -55 -0.3%
BB
1105
Busey Bank
Illinois
$782K -$30.3K -800 -4%
BWP
1106
BSW Wealth Partners
Colorado
$771K – – –
PIM
1107
Provident Investment Management
Michigan
$768K +$10.6K +281 +1%
HVIA
1108
Hudson Valley Investment Advisors
New York
$758K +$62.2K +1,641 +9%
GPC
1109
Glacier Peak Capital
Washington
$758K +$758K +20,000 New
OIA
1110
Optimum Investment Advisors
Illinois
$758K +$758K +20,023 New
BT
1111
Brandywine Trust
Delaware
$750K – – –
AL
1112
Airain Ltd
Guernsey
$747K +$747K +19,719 New
KLWA
1113
Kelly Lawrence W & Associates
California
$746K -$1.89K -50 -0.3%
ASN
1114
Advisory Services Network
Georgia
$737K -$27.5K -727 -4%
NCM
1115
Noesis Capital Mangement
Florida
$737K -$16.6K -438 -2%
SSWM
1116
Sheets Smith Wealth Management
North Carolina
$726K -$9.77K -258 -1%
SAMC
1117
Shinko Asset Management Company
Japan
$720K -$37.9K -1,000 -5%
WSC
1118
Wellington Shields & Co
New York
$717K -$22.8K -601 -3%
NDSI
1119
Newman Dignan & Sheerar Inc
Rhode Island
$716K +$60.6K +1,600 +9%
PFBT
1120
Parkside Financial Bank & Trust
Missouri
$712K -$73.1K -1,929 -9%
CP
1121
Camelot Portfolios
Ohio
$706K +$706K +18,645 New
TT
1122
Tower Trust
Indiana
$704K -$7.92K -209 -1%
TSW
1123
Thompson Siegel & Walmsley
Virginia
$702K -$34.5K -910 -5%
CL
1124
CPWM LLC
Washington
$698K – – –
SAM
1125
Summit Asset Management
Tennessee
$696K +$8.48K +224 +1%
43 44
45
46 47