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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 %
HI
1176
Hudock Inc
Pennsylvania
$557K +$1.02K +27 +0.2%
TC
1177
Telemus Capital
Michigan
$556K +$556K +14,676 New
TCM
1178
Texan Capital Management
Texas
$555K -$12K -316 -2%
LRPA
1179
L. Roy Papp & Associates
Arizona
$553K +$569 +15 +0.1%
AT
1180
Acadia Trust
Maine
$553K +$29.4K +775 +6%
FMT
1181
First Mercantile Trust
Tennessee
$551K -$511K -13,503 -48%
SCM
1182
Sterneck Capital Management
Missouri
$547K -$37.9K -1,000 -6%
FHC
1183
First Heartland Consultants
Missouri
$546K +$78.2K +2,059 +17%
CNAM
1184
Campbell Newman Asset Management
Wisconsin
$545K – – –
BSB
1185
Bangor Savings Bank
Maine
$543K -$18.1K -478 -3%
AB
1186
AT Bancorp
Iowa
$539K -$26.5K -701 -5%
WC
1187
Wexford Capital
Florida
$539K – – –
WPC
1188
White Pine Capital
Minnesota
$535K – – –
LWI
1189
Long Wharf Investors
Massachusetts
$534K -$32.6K -860 -6%
SC
1190
Savant Capital
Illinois
$534K -$10.6K -280 -2%
FA
1191
FMA Advisory
Pennsylvania
$529K -$5.99K -158 -1%
DWT
1192
Dorsey & Whitney Trust
South Dakota
$529K +$226K +5,973 +75%
AWA
1193
AmeriServ Wealth Advisors
Pennsylvania
$528K – – –
NIM
1194
NuWave Investment Management
New Jersey
$522K +$512K +13,522 +5,141%
DSAM
1195
Dock Street Asset Management
Florida
$520K – – –
TBA
1196
Train Babcock Advisors
New York
$517K -$18K -475 -3%
SC
1197
Saturna Capital
Washington
$514K +$463K +12,218 +912%
SL
1198
Summitry LLC
California
$512K +$16.8K +443 +3%
PHAM
1199
Palisades Hudson Asset Management
Florida
$511K – – –
PFM
1200
PacWest Financial Management
Arizona
$510K +$3.22K +85 +0.6%
46 47
48
49 50