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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 %
WWM
826
Willingdon Wealth Management
North Carolina
$2.42M +$2.42M +58,545 New
RNS
827
Robert N. Shapiro
$2.41M +$125K +3,020 +5%
EFS
828
Essex Financial Services
Connecticut
$2.4M -$1.06M -25,555 -31%
RMAM
829
Raab & Moskowitz Asset Management
New Jersey
$2.39M +$2.39M +60,820 New
MCM
830
Manchester Capital Management
Vermont
$2.39M -$19.6K -474 -0.8%
PCM
831
Parsons Capital Management
Rhode Island
$2.39M -$30.8K -745 -1%
FDCC
832
Foster Dykema Cabot & Co
Massachusetts
$2.36M -$82.6K -2,000 -3%
Harris Associates
833
Harris Associates
Illinois
$2.36M +$413K +10,000 +21%
IT
834
Independence Trust
Tennessee
$2.36M – – –
WIC
835
Woodmont Investment Counsel
Tennessee
$2.35M -$121K -2,932 -5%
11A
836
10-15 Associates
New York
$2.34M +$2.34M +56,645 New
ARMC
837
American Research & Management Company
Massachusetts
$2.34M -$20.7K -500 -0.9%
HRC
838
Hoertkorn Richard Charles
$2.33M +$2.33M +56,300 New
PAIM
839
Punch & Associates Investment Management
Minnesota
$2.32M – – –
CA
840
Cetera Advisors
Colorado
$2.32M +$461K +11,149 +25%
AAIM
841
American Assets Investment Management
California
$2.31M – – –
CFA
842
Carroll Financial Associates
North Carolina
$2.3M +$1.28M +30,935 +124%
PTC
843
Private Trust Company
Ohio
$2.3M +$236K +5,710 +11%
RHDIC
844
R.H. Dinel Investment Counsel
California
$2.28M +$2.28M +55,250 New
HC
845
HHG & Company
Connecticut
$2.25M +$28.6K +693 +1%
NCM
846
Narwhal Capital Management
Georgia
$2.24M +$84.7K +2,050 +4%
PWP
847
Private Wealth Partners
California
$2.24M -$59.6K -1,443 -3%
FA
848
FDx Advisors
Illinois
$2.24M +$179K +4,346 +9%
SACTSONJ
849
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.22M – – –
SFS
850
Strategic Financial Services
New York
$2.21M -$45.1K -1,093 -2%
32 33
34
35 36