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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 %
CEP
376
Chicago Equity Partners
Illinois
$13.4M -$2.31M -56,035 -15%
BUB
377
BBVA USA Bancshares
Texas
$13.3M -$1.25M -30,381 -9%
WPC
378
Waters Parkerson & Co
Louisiana
$13.3M -$6.78K -164 -0.1%
SIA
379
Sit Investment Associates
Minnesota
$13.2M -$5.17M -125,075 -28%
Connor, Clark & Lunn Investment Management (CC&L)
380
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.2M +$6.56M +149,482 +100%
SCA
381
STALEY CAPITAL ADVISERS
Pennsylvania
$13M +$2.85M +68,897 +28%
KRS
382
Kentucky Retirement Systems
Kentucky
$13M -$129K -3,134 -1%
HIMC
383
Heritage Investors Management Corp
Maryland
$12.9M +$457K +11,068 +4%
William Blair & Company
384
William Blair & Company
Illinois
$12.8M -$2.93M -71,037 -19%
PP
385
Patten & Patten
Tennessee
$12.7M -$76.3K -1,848 -0.6%
MA
386
Montag & Associates
Georgia
$12.7M +$45.9K +1,111 +0.4%
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$12.6M +$12.6M +305,800 New
V
388
Veritable
Delaware
$12.6M -$2.13M -51,591 -14%
ADEF
389
Adams Diversified Equity Fund
Maryland
$12.4M – – –
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$12.3M +$1.64M +39,751 +15%
Jane Street
391
Jane Street
New York
$12.3M +$11.2M +270,722 +1,038%
AT
392
Arvest Trust
Oklahoma
$12.2M -$242K -5,852 -2%
SFM
393
Stack Financial Management
Montana
$12.1M +$232K +5,608 +2%
RFS
394
Rockefeller Financial Services
New York
$12.1M +$10.4M +251,552 +597%
AAM
395
Advisors Asset Management
Colorado
$12.1M +$392K +9,500 +3%
QBFM
396
QS Batterymarch Financial Management
New York
$12M -$578K -13,991 -5%
EGA
397
Eagle Global Advisors
Texas
$11.8M -$820K -19,862 -7%
BAM
398
Berkshire Asset Management
Pennsylvania
$11.7M +$2.03M +49,251 +21%
JPMPWA
399
J.P. Morgan Private Wealth Advisors
California
$11.7M -$88.4K -2,139 -0.7%
CTC
400
Central Trust Company
Missouri
$11.5M -$3.64K -88 -0%
14 15
16
17 18