KO icon

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 %
RBC
651
Ronald Blue & Co
Georgia
$4.1M +$119K +2,890 +3%
FAAS
652
First Allied Advisory Services
California
$4.1M -$2.77M -67,375 -40%
VFS
653
VSR Financial Services
Kansas
$4.09M -$160K -3,879 -4%
OCM
654
Olstein Capital Management
New York
$4.09M +$248K +6,000 +6%
ADBIC
655
A.D. Beadell Investment Counsel
Wisconsin
$4.06M +$47.5K +1,150 +1%
CIP
656
Chartwell Investment Partners
Pennsylvania
$4.03M -$207K -5,000 -5%
WCM
657
Weik Capital Management
Pennsylvania
$4.02M +$44.7K +1,081 +1%
FBT
658
First Bankers Trust
Kentucky
$4.02M +$46.6K +1,129 +1%
AHC
659
Adell Harriman & Carpenter
Texas
$3.99M -$136K -3,300 -3%
PMG
660
ProVise Management Group
Florida
$3.96M +$692K +16,757 +21%
MFS
661
MSI Financial Services
Massachusetts
$3.93M -$3.15M -76,262 -45%
AssetMark Inc
662
AssetMark Inc
California
$3.9M -$240K -5,801 -6%
PAG
663
Private Advisor Group
New Jersey
$3.88M +$3.88M +94,014 New
FGP
664
Foyston, Gordon, & Payne
Ontario, Canada
$3.87M – – –
VCM
665
Violich Capital Management
California
$3.85M +$282K +6,824 +8%
KFP
666
Keystone Financial Planning
Ohio
$3.85M +$3.85M +93,079 New
QCMC
667
Quantum Capital Management (California)
California
$3.84M +$416K +10,064 +12%
MCM
668
McKinley Capital Management
Alaska
$3.82M +$8.51K +206 +0.2%
PL
669
Perpetual Ltd
Australia
$3.81M +$1.7M +41,038 +80%
MIM
670
Midwest Investment Management
Ohio
$3.8M -$74.3K -1,800 -2%
III
671
Independent Investors Inc
New York
$3.78M -$134K -3,250 -3%
PAM
672
PartnerRe Asset Management
Connecticut
$3.78M -$238K -5,750 -6%
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$3.71M +$75.6K +1,830 +2%
SC
674
Sculptor Capital
New York
$3.7M -$18.4M -446,418 -83%
CSIC
675
Clifford Swan Investment Counsel
California
$3.69M +$1.62M +39,313 +79%
25 26
27
28 29