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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 %
ACM
1226
Argent Capital Management
Missouri
$454K -$98.4K -2,600 -18%
WG
1227
Winchester Group
New York
$454K -$37.8K -1,000 -8%
LPT
1228
Legacy Private Trust
Wisconsin
$453K -$35.9K -950 -7%
OC
1229
Oarsman Capital
Wisconsin
$450K -$2.84K -75 -0.6%
MFW
1230
Meristem Family Wealth
Minnesota
$447K – – –
PTC
1231
Philadelphia Trust Company
Pennsylvania
$446K -$15.1K -400 -3%
FIAS
1232
FinTrust Investment Advisory Services
South Carolina
$443K -$4.44K -117 -1%
MMG
1233
Monetary Management Group
Missouri
$437K – – –
HAIM
1234
Hunter Associates Investment Management
Pennsylvania
$430K -$52.7K -1,391 -11%
GGPS
1235
Gary Goldberg Planning Services
New York
$430K +$22.5K +594 +6%
CM
1236
Castleark Management
Illinois
$427K -$298K -7,000 -41%
PG
1237
Portola Group
California
$427K -$1.9K -50 -0.4%
AIM
1238
Aspen Investment Management
Michigan
$423K – – –
WIM
1239
Waverton Investment Management
United Kingdom
$423K +$423K +11,170 New
FPCM
1240
Financial Partners Capital Management
New York
$421K – – –
MWP
1241
MYCIO Wealth Partners
Pennsylvania
$418K -$17.7K -466 -4%
VIMU
1242
Veritas Investment Management (UK)
United Kingdom
$418K +$37.9K +1,000 +10%
BIM
1243
Barton Investment Management
Pennsylvania
$417K -$310K -8,200 -43%
PWW
1244
Pettyjohn Wood & White
Virginia
$417K +$38 +1 +0%
CAM
1245
Cubic Asset Management
Massachusetts
$415K – – –
CAI
1246
Capital Advisors Inc
Oklahoma
$415K +$1.86K +49 +0.4%
Boston Partners
1247
Boston Partners
Massachusetts
$414K -$240K -6,337 -37%
HJGA
1248
Hardman Johnston Global Advisors
Connecticut
$411K – – –
SFM
1249
Signature Financial Management
Virginia
$410K -$13.1K -345 -3%
RFA
1250
Reilly Financial Advisors
California
$408K -$46.6K -1,244 -10%
48 49
50
51 52