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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 %
JAFL
1376
Jay A. Fishman Ltd
Michigan
$216K – – –
IUAM
1377
Itau USA Asset Management
New York
$212K -$41.6K -1,100 -16%
SFPIA
1378
Stevens First Principles Investment Advisors
California
$212K +$25.2K +665 +13%
NL
1379
NWAM LLC
Washington
$211K +$11.7K +310 +6%
CISOA
1380
Capital Investment Services of America
Wisconsin
$211K +$211K +5,572 New
Twin Tree Management
1381
Twin Tree Management
Texas
$210K -$136K -3,584 -39%
PGAM
1382
Platinum Grove Asset Management
New York
$210K +$210K +5,541 New
CANC
1383
Culbertson A N & Co
Virginia
$209K – – –
AA
1384
ALPS Advisors
Colorado
$209K – – –
DFIM
1385
Detwiler Fenton Investment Management
Massachusetts
$208K -$94.5K -2,500 -31%
TSWM
1386
Triangle Securities Wealth Management
North Carolina
$208K +$6K +158 +3%
BA
1387
Birinyi Associates
Connecticut
$208K +$208K +5,500 New
GIM
1388
Greystone Investment Management
Ohio
$207K – – –
DJSG
1389
D.J. St. Germain
Massachusetts
$207K – – –
ICM
1390
IMS Capital Management
Oregon
$206K -$307K -8,099 -60%
SAM
1391
SignalPoint Asset Management
Missouri
$206K +$206K +5,429 New
TIC
1392
Trees Investment Counsel
Illinois
$205K -$7.59K -200 -4%
1GA
1393
1st Global Advisors
Texas
$203K -$16.3K -431 -7%
MC
1394
Mathes Company
New York
$202K -$228K -6,000 -53%
MBE
1395
Michael B. Elefante
$193K -$56.2K -1,482 -23%
ACM
1396
Aviance Capital Management
Florida
$186K -$1.37M -36,187 -88%
PLFAM
1397
Pineno Levin & Ford Asset Management
Virginia
$186K – – –
JWM
1398
Jacobus Wealth Management
Wisconsin
$185K -$493 -13 -0.3%
Manulife (Manufacturers Life Insurance)
1399
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$180K -$29.1K -767,001 -14%
AFIA
1400
America First Investment Advisors
Nebraska
$178K +$121K +3,200 +212%
54 55
56
57 58