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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 %
BAM
901
Brave Asset Management
New Jersey
$1.86M +$1.86M +45,070 New
CCM
902
Coldstream Capital Management
Washington
$1.86M -$29.1K -705 -2%
MM
903
Midas Management
New York
$1.86M +$620K +15,000 +50%
ECM
904
ETrade Capital Management
Virginia
$1.85M +$307K +7,434 +20%
OA
905
Oxbow Advisors
Texas
$1.83M +$8.51K +206 +0.5%
BC
906
Burney Company
Virginia
$1.82M -$85.9K -2,081 -5%
FCB
907
First Citizens Bancorporation
South Carolina
$1.82M -$47.3K -1,145 -3%
AAM
908
Augustine Asset Management
Florida
$1.8M -$562K -13,614 -24%
OCM
909
Orleans Capital Management
Louisiana
$1.8M +$57.5K +1,391 +3%
DG
910
Davidson & Garrard
Virginia
$1.8M -$37.3K -902 -2%
AP
911
Advisor Partners
California
$1.8M +$204K +4,945 +13%
VIP
912
Vantage Investment Partners
Missouri
$1.79M -$11.6K -282 -0.6%
GT
913
Greenleaf Trust
Michigan
$1.79M +$13.6K +329 +0.8%
WCA
914
Waratah Capital Advisors
Ontario, Canada
$1.79M +$1.79M +43,200 New
MHIM
915
MacNealy Hoover Investment Management
Ohio
$1.79M +$1.79M +43,206 New
NAMA
916
Nikko Asset Management Americas
New York
$1.78M -$472K -11,500 -21%
BCM
917
Boltwood Capital Management
California
$1.78M +$37.2K +900 +2%
TWM
918
Torch Wealth Management
Ohio
$1.78M +$1.78M +43,122 New
TFF
919
Timothy F. Fidgeon
$1.76M -$41.3K -1,000 -2%
BE
920
Bonness Enterprises
District of Columbia
$1.76M – – –
HPCM
921
High Pointe Capital Management
Illinois
$1.76M -$444K -10,750 -20%
PMFA
922
Plante Moran Financial Advisors
Michigan
$1.75M +$92K +2,227 +6%
NPF
923
Norris Perne & French
Michigan
$1.74M +$28.3K +685 +2%
SCG
924
Strategic Capital Group
Washington
$1.74M -$899K -21,766 -34%
ANRIA
925
American National Registered Investment Advisor
Texas
$1.74M -$7.44K -180 -0.4%
35 36
37
38 39