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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 %
VFP
1351
Verus Financial Partners
Virginia
$244K -$5.98K -158 -2%
LGC
1352
Laurel Grove Capital
California
$244K -$3.78K -100 -2%
FNBOH
1353
First National Bank of Hutchinson
Kansas
$242K -$160K -4,218 -40%
SSA
1354
South Street Advisors
New York
$242K – – –
WIC
1355
Wood Investment Counsel
Colorado
$239K – – –
ACH
1356
ArrowMark Colorado Holdings
Colorado
$238K – – –
EA
1357
Evanston Advisors
Illinois
$234K +$265 +7 +0.1%
CCB
1358
Cutter & Co Brokerage
Missouri
$234K +$9.52K +251 +4%
FIM
1359
Freedom Investment Management
Connecticut
$232K -$6.71K -177 -3%
HFM
1360
Hartford Financial Management
Connecticut
$231K +$76 +2 +0%
IPC
1361
Independent Portfolio Consultants
Florida
$231K +$40.1K +1,060 +21%
PAA
1362
Peregrine Asset Advisers
Oregon
$230K +$230K +6,073 New
SCM
1363
Salem Capital Management
Massachusetts
$228K – – –
FCIM
1364
Fairview Capital Investment Management
California
$228K – – –
RP
1365
Regal Partners
Australia
$227K -$1.67M -44,046 -88%
CIC
1366
Chase Investment Counsel
Virginia
$226K -$2.87M -75,860 -93%
CCM
1367
Copeland Capital Management
Pennsylvania
$226K – – –
CIP
1368
Convergence Investment Partners
Florida
$225K +$225K +5,941 New
EWM
1369
Edge Wealth Management
New York
$221K -$3.03K -80 -1%
FANJ
1370
Financial Architects (New Jersey)
New Jersey
$220K -$34.8K -912 -14%
BC
1371
Barnett & Company
Tennessee
$220K +$9.11K +240 +4%
FIB
1372
First Interstate Bank
Montana
$217K -$72K -1,900 -25%
KL
1373
Kinsight LLC
Alabama
$217K -$19.8K -524 -8%
AC
1374
Alexandria Capital
Virginia
$217K +$76 +2 +0%
PIA
1375
Piedmont Investment Advisors
North Carolina
$216K +$93.5K +2,468 +76%
53 54
55
56 57