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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
$1.51B
2
Franklin Resources
Franklin Resources
California
$518M
3
BTS
BB&T Securities
Virginia
$394M
4
Deutsche Bank
Deutsche Bank
Germany
$990M
5
EAM
Eagle Asset Management
Florida
$179M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.72B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$543M
3
Bank of America
Bank of America
North Carolina
$1.01B
4
Capital World Investors
Capital World Investors
California
$1.31B
5
SP
Sarasin & Partners
United Kingdom
$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1451
Exchange Capital Management
Michigan
$7K +$7K +180 New
FI
1452
FCM Investments
Texas
$6K – – –
PCM
1453
Prelude Capital Management
New York
$6K +$6K +150 New
AA
1454
Apriem Advisors
California
$6K +$6K +150 New
MAS
1455
Madden Advisory Services
Florida
$5K -$30.8K -746 -86%
MUMSS
1456
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K – – –
PIM
1457
Profit Investment Management
Maryland
$3.21K -$159 -4,210 -5%
EFS
1458
Essex Financial Services
Connecticut
$3.17K +$63 +1,673 +2%
GC
1459
Globeflex Capital
California
$3K +$3K +88 New
BC
1460
Blackhill Capital
New Jersey
$2K – – –
CP
1461
Corbenic Partners
Pennsylvania
$2K – – –
MIM
1462
Macroview Investment Management
Maryland
$1K -$14K -280 -93%
WCM
1463
Wealthcare Capital Management
Virginia
$1K – – –
FPCG
1464
Fort Pitt Capital Group
Pennsylvania
$879 +$38 +1 +5%
KCM
1465
Kensico Capital Management
Connecticut
– -$70.3M -1,752,500 Closed
EA
1466
Euclid Advisors
Connecticut
– -$62.4M -1,555,080 Closed
Renaissance Technologies
1467
Renaissance Technologies
New York
– -$50.7M -1,263,500 Closed
AI
1468
Axiom Investors
Connecticut
– -$29.7M -739,360 Closed
USSCPF
1469
United States Steel & Carnegie Pension Fund
New York
– -$22.2M -552,727 Closed
CC
1470
Carlson Capital
Texas
– -$19.1M -475,160 Closed
OCAM
1471
Onex Canada Asset Management
Ontario, Canada
– -$13.6M -323,010 Closed
Balyasny Asset Management
1472
Balyasny Asset Management
Illinois
– -$10M -249,450 Closed
SCM
1473
SKBA Capital Management
California
– -$6.84M -170,500 Closed
LWCA
1474
Locust Wood Capital Advisers
New York
– -$6.06M -151,120 Closed
RCIM
1475
Russell Clark Investment Management
United Kingdom
– -$5.82M -145,000 Closed
57 58
59
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