KO icon

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 %
MSA
176
Mason Street Advisors
Wisconsin
$63.2M +$16.9M +446,531 +37%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$60.9M -$4.29M -113,289 -7%
GC
178
Guggenheim Capital
Illinois
$60.6M +$3.44M +90,698 +6%
IRF
179
IBM Retirement Fund
New York
$60M -$8.77M -231,612 -13%
AIG
180
American International Group
New York
$58.4M -$7.47M -197,232 -11%
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$57.9M -$406K -10,728 -0.7%
ERSOT
182
Employees Retirement System of Texas
Texas
$56.1M -$1.48M -39,070 -3%
AAMU
183
Amundi Asset Management US
Massachusetts
$54.6M -$28.5M -753,629 -34%
MP
184
Manikay Partners
New York
$53M – – –
BNP Paribas Asset Management
185
BNP Paribas Asset Management
France
$52.9M -$54.3M -1,432,427 -51%
KCM
186
Kornitzer Capital Management
Kansas
$52.4M +$163K +4,304 +0.3%
CRM
187
Cramer Rosenthal McGlynn
Connecticut
$51.6M -$774K -20,435 -1%
IG
188
ING Group
Netherlands
$50.7M -$35.7M -942,098 -41%
WT
189
Wilmington Trust
Delaware
$50M -$943K -24,900 -2%
ZIC
190
ZWJ Investment Counsel
Georgia
$49.9M +$2.42M +63,970 +5%
LCOV
191
London Company of Virginia
Virginia
$49.8M +$1.31M +34,618 +3%
TSU
192
TD Securities (USA)
New York
$49.4M -$24.6K -650 -0%
Fidelity International
193
Fidelity International
Bermuda
$49.3M -$12.8M -338,959 -21%
TAM
194
Tocqueville Asset Management
New York
$49.2M +$3.24M +85,495 +7%
GT
195
Glenmede Trust
Pennsylvania
$48.8M -$4.72M -124,642 -9%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.1M -$1.79M -47,200 -4%
CCMH
197
Cornerstone Capital Management Holdings
New York
$47.5M -$7.33M -193,480 -13%
RCG
198
Ruane, Cunniff & Goldfarb
New York
$46.9M +$15M +396,269 +47%
SAM
199
Shell Asset Management
Netherlands
$46.5M -$1.12M -29,592 -2%
SAC
200
Smith Affiliated Capital
New York
$46.3M -$49.1M – –
6 7
8
9 10