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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 %
QI
601
QS Investors
New York
$4.75M -$615K -14,900 -11%
QI
602
Quotient Investors
New York
$4.75M -$901K -21,800 -16%
CCMG
603
Clark Capital Management Group
Pennsylvania
$4.74M +$112K +2,706 +2%
AIA
604
Alerus Investment Advisors
Minnesota
$4.74M +$175K +4,226 +4%
MFBTD
605
MB Financial Bank - Trust Department
Illinois
$4.74M +$54.5K +1,320 +1%
SGK
606
Steigerwald Gordon & Koch
Virginia
$4.72M +$254K +6,193 +6%
TSS
607
Thomas Story & Son
Indiana
$4.71M +$974K +23,589 +26%
MSU
608
Mizuho Securities USA
New York
$4.7M -$1.62M -39,153 -26%
SBWM
609
Sunflower Bank Wealth Management
Arizona
$4.66M +$99.1K +2,400 +2%
SAS
610
Spectrum Advisory Services
Georgia
$4.66M – – –
SAG
611
Sterne Agee Group
Alabama
$4.65M +$215K +5,200 +5%
JPMIA
612
J.P. Marvel Investment Advisors
Massachusetts
$4.65M – – –
YIA
613
YHB Investment Advisors
Connecticut
$4.63M +$30.6K +740 +0.7%
Daiwa Securities Group
614
Daiwa Securities Group
Japan
$4.61M -$368K -8,900 -7%
DCMA
615
Daiwa Capital Markets America
New York
$4.61M +$4.61M +111,600 New
CCG
616
Chatham Capital Group
Georgia
$4.6M +$620 +15 +0%
FQ
617
First Quadrant
California
$4.59M -$752K -18,200 -14%
WSFS
618
Wilmington Savings Fund Society
Delaware
$4.58M +$12.9K +313 +0.3%
PL
619
Parthenon LLC
Kentucky
$4.58M -$33K -800 -0.7%
LIM
620
Leavell Investment Management
Alabama
$4.58M -$53.7K -1,300 -1%
GCA
621
Greenwood Capital Associates
South Carolina
$4.58M +$71.4K +1,728 +2%
NSEDCP
622
NJ State Employees Deferred Compensation Plan
New Jersey
$4.54M – – –
HKIM
623
Hayek Kallen Investment Management
Alabama
$4.53M -$39.8K -963 -0.9%
TNB
624
Thomasville National Bank
Georgia
$4.51M +$1.31M +31,758 +41%
MPM
625
Meritage Portfolio Management
Kansas
$4.5M -$7.81K -189 -0.2%
23 24
25
26 27