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Coca-Cola
KO

Overview Fund Activity

1,589 hedge funds and large institutions have $111B invested in Coca-Cola in 2013 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 606 increasing their positions, 627 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,589
Holders Change
+127
Holders Change %
+8.69%
% of All Funds
46.15%
Holding in Top 10
129
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.4%
% of All Funds
3.75%
New
195
Increased
606
Reduced
627
Closed
49
Calls
$981M
Puts
$1.47B
Net Calls
-$489M
Net Calls Change
-$210M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$2.93B
2
State Street
State Street
Massachusetts
$7.31B
3
Deutsche Bank
Deutsche Bank
Germany
$1.39B
4
Capital International Investors
Capital International Investors
California
$527M
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.37B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
2
American Century Companies
American Century Companies
Missouri
$194M
3
DSA
Davis Selected Advisers
Arizona
$381M
4
Invesco
Invesco
Georgia
$455M
5
EAM
Eagle Asset Management
Florida
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
301
Zurich Cantonal Bank
Switzerland
$21.1M -$3.13M -75,762 -13%
M&T Bank
302
M&T Bank
New York
$21M -$756K -18,295 -3%
AF
303
Ally Financial
Michigan
$20.9M – – –
CI
304
Conning Inc
Connecticut
$20.8M +$4.36M +105,459 +27%
YL
305
YCG LLC
Texas
$20.7M +$646K +15,636 +3%
AIA
306
Avalon Investment & Advisory
Texas
$20.2M +$3.44M +83,239 +21%
CPSAC
307
Chas P. Smith & Associates (CPS)
Florida
$20.1M +$14M +338,014 +227%
1IC
308
1919 Investment Counsel
Maryland
$20.1M -$2.15M -51,928 -10%
HNB
309
Huntington National Bank
Ohio
$19.9M +$503K +12,183 +3%
SL
310
Summitry LLC
California
$19.8M +$19.2M +465,821 +3,444%
SIM
311
Sadoff Investment Management
Wisconsin
$19.7M -$3.5M -84,641 -15%
ICM
312
ICC Capital Management
Florida
$19.6M -$10.3M -248,716 -34%
BCM
313
Bridgeway Capital Management
Texas
$19.6M +$385K +9,320 +2%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$19.2M -$1.03M -24,856 -5%
SPC
315
Stewart & Patten Company
California
$19.2M -$167K -4,054 -0.9%
Nomura Holdings
316
Nomura Holdings
Japan
$19M -$26.8M -609,468 -59%
RJT
317
Raymond James Trust
Florida
$18.9M +$643K +15,569 +4%
CIC
318
Crawford Investment Counsel
Georgia
$18.7M +$318K +7,708 +2%
WTNA
319
Wilmington Trust National Association
Delaware
$18.6M -$798K -19,322 -4%
VDI
320
Vaughan David Investments
Illinois
$18.3M +$76.3K +1,846 +0.4%
CAM
321
Coronation Asset Management
South Africa
$18.3M +$1.39M +33,600 +8%
PI
322
Putnam Investments
Massachusetts
$18M -$7.41M -179,458 -29%
GT
323
Glenview Trust
Kentucky
$18M +$18M +435,898 New
PTC
324
Petrus Trust Company
Texas
$17.9M +$356K +8,625 +2%
KAS
325
Kemnay Advisory Services
New York
$17.9M +$5.95M +144,000 +50%
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