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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 %
HF
1401
Hoxton Financial
West Virginia
$170K -$6.8K -179 -4%
MAM
1402
Meeder Asset Management
Ohio
$164K +$10.1K +265 +7%
MI
1403
Mercer Investments
Massachusetts
$158K -$38.4K -1,014 -20%
OFS
1404
Orrstown Financial Services
Pennsylvania
$155K -$19K -500 -11%
TIM
1405
Tortoise Investment Management
New York
$155K +$149K +3,950 +2,633%
SIA
1406
SeaBridge Investment Advisors
New Jersey
$148K +$19K +500 +15%
LFR
1407
Lehman Financial Resources
Pennsylvania
$147K +$18.9K +500 +15%
BOK
1408
Bank of Kentucky
Kentucky
$140K +$40.8K +1,074 +41%
QT
1409
Quantbot Technologies
New York
$138K -$2.03M -53,631 -94%
NYLT
1410
New York Life Trust
New York
$136K -$94.1K -2,479 -41%
HHMI
1411
Howard Hughes Medical Institute
Maryland
$127K -$5.4M -142,086 -98%
Carson Wealth (CWM LLC)
1412
Carson Wealth (CWM LLC)
Nebraska
$127K +$127K +3,341 New
MA
1413
MCF Advisors
Kentucky
$126K +$9.39K +242 +8%
LFG
1414
LifePlan Financial Group
Ohio
$118K – – –
HIM
1415
Hillsdale Investment Management
Ontario, Canada
$110K +$3.79K +100 +4%
MAM
1416
Mark Asset Management
New York
$106K +$106K +2,806 New
FNBSF
1417
First National Bank Sioux Falls
South Dakota
$105K – – –
WA
1418
WealthTrust-Arizona
Arizona
$104K +$75 +2 +0.1%
AWMS
1419
Advocacy Wealth Management Services
Georgia
$101K – – –
TCM
1420
TD Capital Management
Tennessee
$94K +$685 +18 +0.7%
FWM
1421
Focused Wealth Management
New York
$94K +$94K +2,473 New
WCMN
1422
Westchester Capital Management (Nebraska)
Nebraska
$80K – – –
MS
1423
Madison Scottsdale
Arizona
$76K -$118K -3,100 -61%
IMS
1424
Index Management Solutions
Pennsylvania
$70K +$70K +1,856 New
MWAM
1425
Mariner Wealth Advisors (Madison)
Kansas
$64K +$64K +1,685 New
55 56
57
58 59