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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 %
DMK
1301
David M. Knott
$318K – – –
MIP
1302
Marietta Investment Partners
Wisconsin
$310K -$61.4K -1,620 -17%
WTB
1303
Washington Trust Bank
Washington
$307K +$6.14K +162 +2%
BG
1304
Bollard Group
Massachusetts
$305K +$305K +8,050 New
UFG
1305
United Fire Group
Iowa
$303K – – –
YMRC
1306
Yorktown Management & Research Company
Virginia
$303K – – –
MC
1307
MSF Capital
New York
$303K +$303K +8,000 New
AW
1308
Alpha Windward
Massachusetts
$302K +$2.76K +73 +0.9%
CIP
1309
Cornerstone Investment Partners
Georgia
$301K -$22.7K -600 -7%
KMC
1310
Kirr Marbach & Co
Indiana
$300K -$16.3K -430 -5%
BMC
1311
Benin Management Corp
Connecticut
$300K -$7.59K -200 -2%
TWA
1312
TCI Wealth Advisors
Arizona
$295K +$1.74K +46 +0.6%
EBSAM
1313
Eubel Brady & Suttman Asset Management
Ohio
$294K +$4.55K +120 +2%
CCM
1314
Carlson Capital Management
Minnesota
$294K +$52.3K +1,379 +22%
SFS
1315
Signator Financial Services
Massachusetts
$293K -$11.4K -300 -4%
OSNBOA
1316
Old Second National Bank of Aurora
Illinois
$293K +$37.8K +1,000 +15%
GVT
1317
Genesee Valley Trust
New York
$291K -$272K -7,194 -48%
WCF
1318
West Coast Financial
California
$290K +$4.05K +107 +1%
TAM
1319
Todd Asset Management
Kentucky
$288K – – –
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$285K +$285K +7,519 New
JAMONY
1321
Jacob Asset Management of New York
California
$284K +$56.8K +1,500 +25%
MWM
1322
Modera Wealth Management
New Jersey
$283K +$15.2K +400 +6%
SWA
1323
SFMG Wealth Advisors
Texas
$281K -$265 -7 -0.1%
IFB
1324
iAB Financial Bank
Indiana
$280K +$3.79K +100 +1%
RP
1325
Reinhart Partners
Wisconsin
$280K +$280K +7,400 New
51 52
53
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