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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 %
AAM
1151
Azzad Asset Management
Virginia
$635K – – –
EWA
1152
EP Wealth Advisors
California
$632K -$77.7K -2,051 -11%
CF
1153
CNA Financial
Illinois
$629K – – –
GC
1154
Grimes & Company
Massachusetts
$629K +$18.6K +492 +3%
PAI
1155
Pittenger & Anderson Inc
Nebraska
$629K +$112K +2,955 +22%
MPIA
1156
Mountain Pacific Investment Advisers
Idaho
$626K -$75.8K -2,000 -11%
Envestnet Asset Management
1157
Envestnet Asset Management
Illinois
$623K -$77.6K -2,048 -11%
KTC
1158
Kistler-Tiffany Companies
Pennsylvania
$615K +$88.1K +2,324 +17%
WIS
1159
Wright Investors Service
Connecticut
$614K +$65.2K +1,720 +12%
CCM
1160
Catawba Capital Management
Virginia
$611K – – –
SA
1161
Strategic Advisors
New York
$608K +$43.5K +1,148 +8%
RIA
1162
Regal Investment Advisors
Michigan
$608K +$116K +3,042 +24%
EWM
1163
Endurance Wealth Management
Rhode Island
$601K -$29.1K -768 -5%
B
1164
Bailard
California
$600K -$1.85M -48,836 -76%
DBG
1165
De Burlo Group
Massachusetts
$592K +$4.32K +114 +0.7%
DCM
1166
Donaldson Capital Management
Indiana
$588K -$26.5K -700 -4%
FNBTCON
1167
First National Bank & Trust Co of Newtown
Pennsylvania
$581K +$9.48K +250 +2%
CPO
1168
Cerity Partners OCIO
New York
$581K +$83.7K +2,210 +17%
EVC
1169
Eidelman Virant Capital
Missouri
$578K +$34.5K +911 +6%
CMANY
1170
Capital Management Associates (New York)
New York
$578K +$578K +15,270 New
HPBT
1171
High Point Bank & Trust
North Carolina
$576K – – –
BSWMG
1172
Barrington Strategic Wealth Management Group
Illinois
$570K +$61.9K +1,635 +12%
BT
1173
Bankers Trust
Iowa
$567K +$11.9K +314 +2%
ZTNA
1174
Zions Trust National Association
Utah
$560K +$17.1K +450 +3%
RMCM
1175
Reynders McVeigh Capital Management
Massachusetts
$558K +$1.67K +44 +0.3%
45 46
47
48 49