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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 %
AIS
1326
APG Investment Services
Netherlands
$278K – – –
FLPIM
1327
F.L. Putnam Investment Management
Massachusetts
$277K -$96.5K -2,545 -26%
WCBA
1328
Weaver C. Barksdale & Associates
Tennessee
$277K +$277K +7,310 New
FCT
1329
Family Capital Trust
Massachusetts
$275K – – –
NES
1330
New England Securities
New York
$274K +$44.1K +1,164 +19%
JT
1331
Jump Trading
Illinois
$273K +$38.8K +1,024 +17%
MCMT
1332
Moon Capital Management (Tennessee)
Tennessee
$273K +$273K +7,194 New
PAM
1333
Paradigm Asset Management
New York
$273K -$239K -6,300 -47%
LCM
1334
Liberty Capital Management
Michigan
$272K -$37.9K -1,000 -12%
DBT
1335
Dubuque Bank & Trust
Iowa
$271K – – –
GIP
1336
Granite Investment Partners
California
$268K – – –
PFS
1337
Prospera Financial Services
Texas
$268K +$50.1K +1,320 +23%
EIA
1338
Edgemoor Investment Advisors
Maryland
$265K – – –
CAW
1339
Cornerstone Advisors (Washington)
Washington
$265K +$265K +7,000 New
CCM
1340
Condor Capital Management
New Jersey
$263K -$20.3K -534 -7%
BWP
1341
Baldwin Wealth Partners
Massachusetts
$259K -$170K -4,502 -40%
BSA
1342
Braun Stacey Associates
New York
$259K -$9.45K -250 -4%
QAM
1343
QCI Asset Management
New York
$258K -$75.7K -2,000 -23%
M
1344
MOTCO
Texas
$255K – – –
WOC
1345
West Oak Capital
California
$251K +$5.68K +150 +2%
WKA
1346
Wilson Kemp & Associates
Michigan
$250K -$106K -2,800 -30%
SCM
1347
SOL Capital Management
Maryland
$250K -$29.1K -770 -10%
EWM
1348
Empirical Wealth Management
Washington
$249K -$18.4K -485 -7%
PAS
1349
Partnervest Advisory Services
California
$247K -$54.2K -1,429 -18%
PHIMC
1350
Private Harbour Investment Management & Counsel
Ohio
$246K +$11K +290 +5%
52 53
54
55 56