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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 %
BA
851
Boston Advisors
Massachusetts
$2.19M +$121K +2,938 +6%
BPM
852
Bowling Portfolio Management
Ohio
$2.18M -$20.4K -495 -0.9%
LCM
853
Leonard Capital Management
Florida
$2.17M – – –
SCIA
854
Sanibel Captiva Investment Advisers
Illinois
$2.17M +$779K +18,870 +56%
RAM
855
Roanoke Asset Management
New Jersey
$2.16M +$39.2K +950 +2%
Edgewood Management
856
Edgewood Management
Connecticut
$2.14M – – –
HCM
857
Hodges Capital Management
Texas
$2.14M -$285K -6,900 -12%
AMIM
858
Aull & Monroe Investment Management
Alabama
$2.13M +$8.43K +204 +0.4%
FMB
859
Field & Main Bank
Kentucky
$2.12M +$2.12M +51,256 New
GAM
860
Guinness Asset Management
United Kingdom
$2.1M +$252K +6,100 +14%
ICAS
861
Investors Capital Advisory Services
Massachusetts
$2.09M -$43.9K -1,064 -2%
CC
862
Colrain Capital
Massachusetts
$2.09M +$764K +18,500 +58%
TBA
863
Tower Bridge Advisors
Pennsylvania
$2.08M +$86.8K +2,100 +4%
Mariner
864
Mariner
Kansas
$2.08M -$250K -6,041 -11%
BAM
865
Burnham Asset Management
New York
$2.08M -$32.8K -795 -2%
NIC
866
Northwest Investment Counselors
Oregon
$2.07M -$12.4K -300 -0.6%
SAIG
867
Semper Augustus Investments Group
Colorado
$2.07M – – –
CAL
868
Capital Analysts LLC
Pennsylvania
$2.07M +$136K +3,303 +7%
BWAM
869
Boyd Watterson Asset Management
Ohio
$2.06M +$543K +13,138 +36%
RIL
870
Rothschild Investment LLC
Illinois
$2.06M +$8.67K +210 +0.4%
EI
871
Excelsia Inc
Georgia
$2.06M -$204K -4,930 -9%
CBU
872
CIBC Bank USA
Illinois
$2.05M -$36.8K -890 -2%
HC
873
Hourglass Capital
Texas
$2.03M -$61.1K -1,480 -3%
ANTB
874
AMG National Trust Bank
Colorado
$2.03M +$1.86K +45 +0.1%
SHWM
875
Smith & Howard Wealth Management
Georgia
$2M -$28.8K -698 -1%
33 34
35
36 37