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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 %
IIM
1126
Intact Investment Management
Quebec, Canada
$689K +$689K +18,200 New
NPIT
1127
National Penn Investors Trust
Pennsylvania
$686K -$19.3K -510 -3%
ROTUOC
1128
Regents of the University of California
California
$682K – – –
JWA
1129
JFS Wealth Advisors
Pennsylvania
$680K +$22.6K +597 +3%
ECM
1130
Endex Capital Management
Kansas
$678K – – –
KT
1131
Kanaly Trust
Texas
$673K -$6.05K -160 -0.9%
MBT
1132
Monroe Bank & Trust
Michigan
$670K -$41.1K -1,085 -6%
KWMG
1133
King Wealth Management Group
Florida
$665K -$12.8K -337 -2%
FBT
1134
Founders Bank & Trust
Michigan
$664K +$15.9K +419 +2%
PH
1135
Pinnacle Holdings
Oklahoma
$663K -$29.5K -778 -4%
BSW
1136
Buckingham Strategic Wealth
Missouri
$663K +$119K +3,140 +22%
CCMD
1137
Cypress Capital Management (Delaware)
Delaware
$662K – – –
CCM
1138
Check Capital Management
California
$656K -$14.7K -389 -2%
CIC
1139
Carnegie Investment Counsel
Ohio
$656K +$30.4K +803 +5%
CAG
1140
Crestwood Advisors Group
Massachusetts
$655K +$5.68K +150 +0.9%
NSIM
1141
North Star Investment Management
Illinois
$654K -$59.5K -1,571 -8%
ACM
1142
Academy Capital Management
Texas
$653K +$18.9K +500 +3%
UBV
1143
United Bank (Virginia)
Virginia
$653K +$24.2K +638 +4%
HCM
1144
Harvest Capital Management
New Hampshire
$648K +$434K +11,460 +203%
FM
1145
Forward Management
California
$645K -$3.56K -94 -0.5%
AIA
1146
Arbor Investment Advisors
North Carolina
$644K +$720 +19 +0.1%
FBC
1147
Fairfield, Bush & Co
Connecticut
$639K -$1.89K -50 -0.3%
LKIM
1148
Lawson Kroeker Investment Management
Nebraska
$638K -$701K -18,500 -52%
MWAC
1149
Mariner Wealth Advisors (Cincinnati)
Ohio
$638K +$4.96K +131 +0.8%
DAC
1150
Dividend Assets Capital
South Carolina
$637K -$33.1K -875 -5%
44 45
46
47 48