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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 %
EWM
526
Evercore Wealth Management
New York
$6.4M +$811K +19,619 +15%
GIM
527
Gyrus Investment Management
Ontario, Canada
$6.37M +$494K +11,250 +8%
SGCA
528
Steel Grove Capital Advisors
Tennessee
$6.31M +$12.7K +308 +0.2%
ACM
529
Azimuth Capital Management
Michigan
$6.28M -$1.55M -37,510 -20%
AL
530
Agran Libbie
California
$6.25M -$38.3K -928 -0.6%
MIH
531
Madison Investment Holdings
Wisconsin
$6.24M -$562K -13,604 -8%
BFIC
532
Bedell Frazier Investment Counselling
California
$6.24M +$330K +7,990 +6%
MCM
533
Murphy Capital Management
New Jersey
$6.22M -$94K -2,275 -1%
CL
534
CFS LLC
Oklahoma
$6.19M – – –
IC
535
Inverness Counsel
New York
$6.19M +$124K +2,995 +2%
Toronto Dominion Bank
536
Toronto Dominion Bank
Ontario, Canada
$6.18M +$2.44M +58,982 +65%
FTIOP
537
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.14M -$36.4K -880 -0.6%
FIM
538
Frontier Investment Management
Texas
$6.07M -$79.8K -1,933 -1%
CAM
539
Congress Asset Management
Massachusetts
$6.07M -$872K -21,110 -13%
BST
540
Bath Savings Trust
Maine
$6.04M -$7.02K -170 -0.1%
NRS
541
Neville Rodie & Shaw
New York
$5.86M -$626K -15,150 -10%
MIS
542
Morningstar Investment Services
Illinois
$5.84M +$824K +19,955 +16%
KCMRT
543
Kemper Corp Master Retirement Trust
Illinois
$5.78M – – –
CICI
544
Capital Investment Counsel Inc
North Carolina
$5.78M +$59.5K +1,440 +1%
TCOT
545
Trust Company of Toledo
Ohio
$5.76M +$519K +12,575 +10%
GMIM
546
General Motors Investment Management
New York
$5.75M +$6.24K +151 +0.1%
SI
547
Stephens Inc
Arkansas
$5.72M +$173K +4,180 +3%
WCM
548
Wallace Capital Management
Texas
$5.7M +$152K +3,689 +3%
PFM
549
Parsec Financial Management
North Carolina
$5.67M +$428K +10,361 +8%
BCM
550
BBT Capital Management
Texas
$5.66M +$4.01M +97,134 +243%
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