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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 %
BHTS
1251
Bar Harbor Trust Services
Maine
$407K +$9.12K +241 +2%
CAM
1252
CMT Asset Management
Illinois
$405K -$1.44M -38,060 -78%
GI
1253
Glovista Investments
New Jersey
$404K – – –
CPA
1254
Cowen Prime Advisors
New York
$404K +$37.8K +997 +10%
DDPIC
1255
Deroy & Devereaux Private Investment Counsel
Michigan
$402K +$25.4K +670 +7%
FBA
1256
Front Barnett Associates
Illinois
$393K +$379 +10 +0.1%
SBWIC
1257
Schaper Benz & Wise Investment Counsel
Wisconsin
$391K – – –
SIC
1258
Sigma Investment Counselors
Michigan
$391K +$48.8K +1,290 +14%
SSI
1259
Scott & Selber Inc
Texas
$389K -$1.54M -40,695 -80%
ACI
1260
Advance Capital I
Michigan
$388K -$350K -9,250 -47%
Westfield Capital Management
1261
Westfield Capital Management
Massachusetts
$387K -$113M -2,969,642 -100%
CWM
1262
Cabot Wealth Management
Massachusetts
$387K -$325K -8,579 -46%
CIM
1263
Confluence Investment Management
Missouri
$386K +$25.3K +667 +7%
HCM
1264
Hutchinson Capital Management
California
$385K – – –
LBC
1265
Lawrence B. Cohen
$383K +$152K +4,000 +66%
TT
1266
Tiedemann Trust
Delaware
$381K – – –
PAWC
1267
P.A.W. Capital
Connecticut
$379K – – –
LC
1268
Lubar & Co
Wisconsin
$377K +$149K +3,924 +65%
FAM
1269
Formidable Asset Management
Ohio
$375K +$375K +10,018 New
TCMG
1270
TSP Capital Management Group
New Jersey
$374K -$374K – –
CW
1271
Cobiz Wealth
Colorado
$374K – – –
SWK
1272
Stephen W. Kidder
$373K -$49.9K -1,318 -12%
NAM
1273
North American Management
Massachusetts
$371K – – –
FC
1274
FCA Corp
Texas
$371K +$15.2K +400 +4%
GIA
1275
GHP Investment Advisors
Colorado
$369K +$227 +6 +0.1%
49 50
51
52 53