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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 %
AP
1201
Atwood & Palmer
Missouri
$507K -$152K -4,018 -23%
PAM
1202
Private Asset Management
California
$505K -$97.5K -2,575 -16%
HL
1203
HeadInvest LLC
Maine
$503K -$29.1K -767 -5%
NI
1204
NFC Investments
Tennessee
$501K – – –
SRC
1205
Shufro Rose & Co
New York
$500K – – –
VCAM
1206
Van Cleef Asset Management
Ohio
$499K +$42.2K +1,112 +9%
GCM
1207
Grisanti Capital Management
New York
$498K – – –
ANBT
1208
American National Bank & Trust
Texas
$494K -$21.4K -565 -4%
HBWM
1209
Hollow Brook Wealth Management
New York
$492K – – –
FM
1210
Foster & Motley
Ohio
$490K +$86.1K +2,274 +21%
ACP
1211
Aviance Capital Partners
Florida
$489K -$7.46K -197 -2%
TCB
1212
Texas Capital Bancshares
Texas
$487K -$494K -13,035 -50%
NFG
1213
Nadler Financial Group
Illinois
$486K -$45.6K -1,203 -9%
AFC
1214
AFT Forsyth & Company
Florida
$484K +$9.46K +250 +2%
LIA
1215
LBMC Investment Advisors
Tennessee
$482K +$272K +7,186 +130%
EWA
1216
Exencial Wealth Advisors
Oklahoma
$481K -$553 -14 -0.1%
FA
1217
Financial Advantage
Maryland
$478K +$76 +2 +0%
SCP
1218
Sandhill Capital Partners
New York
$477K +$946 +25 +0.2%
LJHT
1219
Laurie J. Hall Trustee
$474K – – –
LIM
1220
Lathrop Investment Management
Arkansas
$473K -$36.4K -960 -7%
PWM
1221
ParenteBeard Wealth Management
Pennsylvania
$472K -$128K -3,390 -21%
I
1222
IberiaBank
Louisiana
$467K -$29K -766 -6%
MCM
1223
Marathon Capital Management
Maryland
$464K -$8.84K -233 -2%
RA
1224
Rational Advisors
New York
$464K – – –
MFS
1225
Monetta Financial Services
Illinois
$455K – – –
47 48
49
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