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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 %
PIA
876
Peachtree Investment Advisors
Georgia
$2M +$2M +48,431 New
WJA
877
Williams Jones & Associates
New York
$1.99M -$307K -7,429 -13%
LPC
878
Loeb Partners Corp
New York
$1.99M -$165K -4,000 -8%
SLA
879
Silver Lake Advisory
Utah
$1.99M +$1.99M +48,163 New
FMC
880
First Merchants Corp
Indiana
$1.99M +$8.27K +200 +0.4%
CC
881
Courier Capital
New York
$1.98M +$86.9K +2,104 +5%
RGC
882
Roberts, Glore & Co
Illinois
$1.98M -$41.3K -1,000 -2%
LSV Asset Management
883
LSV Asset Management
Illinois
$1.97M -$691K -16,730 -26%
HTHT
884
Hemenway Trust Hemenway Trust
New Hampshire
$1.97M +$45.4K +1,100 +2%
RT
885
Rockland Trust
Massachusetts
$1.97M +$72.1K +1,745 +4%
SCM
886
Stux Capital Management
New York
$1.96M +$41.3K +1,000 +2%
CTI
887
Community Trust & Investment
Kentucky
$1.95M +$541K +13,093 +38%
HC
888
Highmount Capital
New York
$1.94M -$2.82M -68,200 -59%
ST
889
Stifel Trust
Missouri
$1.94M +$8.26K +200 +0.4%
BAS
890
Brown Advisory Securities
Maryland
$1.94M -$31.1K -752 -2%
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$1.92M +$71.9K +1,740 +4%
WRM
892
Westport Resources Management
Connecticut
$1.91M +$112K +2,705 +6%
HR
893
Howe & Rusling
New York
$1.89M +$102K +2,478 +6%
GLA
894
Great Lakes Advisors
Illinois
$1.89M -$757K -18,311 -29%
MMG
895
Monetary Management Group
Missouri
$1.89M +$1.41M +34,235 +297%
RMSCM
896
R.M. Sincerbeaux Capital Management
New York
$1.89M +$1.89M +45,760 New
EM
897
Excalibur Management
Massachusetts
$1.88M +$106K +2,560 +6%
ICOA
898
Investment Centers of America
North Dakota
$1.88M -$1.27M -32,934 -40%
MCM
899
Maryland Capital Management
Maryland
$1.88M -$266K -6,443 -12%
OMCS
900
Old Mutual Customised Solutions
South Africa
$1.86M – – –
34 35
36
37 38