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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
+$511M
2
State Street
State Street
Massachusetts
+$489M
3
Deutsche Bank
Deutsche Bank
Germany
+$307M
4
Capital International Investors
Capital International Investors
California
+$297M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$175M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$604M
2
American Century Companies
American Century Companies
Missouri
-$292M
3
DSA
Davis Selected Advisers
Arizona
-$172M
4
Invesco
Invesco
Georgia
-$159M
5
EAM
Eagle Asset Management
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
501
WhitTier Trust Company
Nevada
$6.94M +$550K +13,318 +9%
UBWV
502
United Bank (West Virginia)
West Virginia
$6.9M +$159K +3,848 +2%
CC
503
Curian Capital
Colorado
$6.89M +$234K +5,670 +4%
GAM
504
Griffin Asset Management
New York
$6.88M -$70.6K -1,710 -1%
CWA
505
Constellation Wealth Advisors
New York
$6.79M -$12.6K -306 -0.2%
First Trust Advisors
506
First Trust Advisors
Illinois
$6.79M +$267K +6,461 +4%
HSA
507
Hussman Strategic Advisors
Maryland
$6.69M -$4.13M -100,000 -38%
AIP
508
Ameritas Investment Partners
Nebraska
$6.69M -$29.1K -705 -0.4%
VC
509
V2 Capital
Illinois
$6.69M +$6.69M +161,825 New
BC
510
Brookfield Corp
Ontario, Canada
$6.68M -$566K -13,700 -8%
TCM
511
Tufton Capital Management
Maryland
$6.66M +$268K +6,486 +4%
ELC
512
Edgar Lomax Company
Virginia
$6.65M +$6.65M +161,000 New
LBC
513
Lowe Brockenbrough & Co
Virginia
$6.64M -$12.4K -300 -0.2%
UCFA
514
United Capital Financial Advisors
Texas
$6.64M +$2.15M +51,952 +48%
BM
515
Bislett Management
California
$6.61M – – –
FCMC
516
Founders Capital Management (Connecticut)
Connecticut
$6.59M +$6.59M +159,478 New
FLII
517
First Long Island Investors
New York
$6.59M +$315K +7,625 +5%
BP
518
Banyan Partners
Florida
$6.57M +$1.22M +29,638 +23%
BC
519
Bartlett & Co
Ohio
$6.55M +$70.5K +1,707 +1%
MAM
520
Martingale Asset Management
Massachusetts
$6.52M -$647K -15,650 -9%
MA
521
Marshwinds Advisory
Georgia
$6.51M -$14.9K -361 -0.2%
KFS
522
KMS Financial Services
Washington
$6.5M +$4.16M +100,700 +178%
CONA
523
Capital One National Association
New York
$6.48M -$68.4K -1,656 -1%
SI
524
Sentry Investments
Ontario, Canada
$6.46M +$3.59M +87,000 +125%
MWR
525
McAdams Wright Ragen
Washington
$6.42M +$371K +8,989 +6%
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