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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 %
HIC
676
Hartline Investment Corp
Illinois
$3.64M +$82.6K +2,000 +2%
VIA
677
Vantage Investment Advisors
Pennsylvania
$3.64M +$3.64M +88,000 New
NAM
678
NTV Asset Management
West Virginia
$3.63M +$3.39K +82 +0.1%
GG
679
Greenwood Gearhart
Arkansas
$3.62M +$126K +3,060 +4%
PIM
680
Profit Investment Management
Maryland
$3.61M +$114K +2,755 +3%
Parallax Volatility Advisers
681
Parallax Volatility Advisers
California
$3.57M -$3.35M -81,079 -48%
UF
682
Univest Financial
Pennsylvania
$3.57M +$270K +6,540 +8%
HC
683
Hendley & Co
Ohio
$3.57M -$19.2K -465 -0.5%
KJHP
684
K.J. Harrison & Partners
Ontario, Canada
$3.52M +$1.1M +25,000 +45%
AIMCA
685
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.5M -$4.47M -108,100 -56%
HRIA
686
Haberer Registered Investment Advisor
Ohio
$3.5M -$560K -13,564 -14%
MBTD
687
Mechanics Bank - Trust Department
California
$3.48M +$18.5K +447 +0.5%
SAM
688
Smithbridge Asset Management
Pennsylvania
$3.48M -$57.8K -1,400 -2%
WSCM
689
Wellington Shields Capital Management
New York
$3.48M -$14.5K -350 -0.4%
CT
690
Cambridge Trust
Massachusetts
$3.47M -$681K -16,472 -16%
LNB
691
Ledyard National Bank
$3.47M -$3.1M -75,129 -47%
SSG
692
Summit Securities Group
New York
$3.46M +$814K +19,700 +31%
SC
693
Saiers Capital
New York
$3.46M -$207K -5,000 -6%
FSA
694
Financial Sense Advisors
California
$3.46M -$1.89M -45,834 -35%
TFA
695
Toth Financial Advisory
Virginia
$3.37M -$39.6K -959 -1%
LDB
696
Lee, Danner & Bass
Tennessee
$3.36M -$60.9K -1,475 -2%
OA
697
OFI Advisors
Pennsylvania
$3.35M +$245K +5,936 +8%
CCG
698
Cypress Capital Group
Florida
$3.34M -$536K -12,980 -14%
WS
699
Wedbush Securities
California
$3.34M +$362K +8,763 +12%
SI
700
SII Investments
Wisconsin
$3.33M +$560K +13,580 +20%
26 27
28
29 30