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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 %
PJSIMP
951
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.65M -$53.5K -1,295 -3%
RC
952
RBF Capital
California
$1.65M – – –
BRWA
953
B. Riley Wealth Advisors
Florida
$1.64M -$6.86K -166 -0.4%
DIS
954
Diversified Investment Strategies
Louisiana
$1.64M – – –
FIM
955
Fruth Investment Management
Texas
$1.63M -$20.6K -500 -1%
SIMM
956
Stillwater Investment Management (Minnesota)
Minnesota
$1.61M +$1.61M +39,065 New
TL
957
Tirschwell & Loewy
New York
$1.61M – – –
CAM
958
Cacti Asset Management
Georgia
$1.61M – – –
CHJWM
959
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M -$90.8K -2,198 -5%
MNBTD
960
Moody National Bank Trust Division
Texas
$1.6M -$7.43K -180 -0.5%
SKK
961
Shepherd Kaplan Krochuk
Massachusetts
$1.6M -$71.7K -1,737 -4%
MPAM
962
Murphy Pohlad Asset Management
Minnesota
$1.59M -$41.3K -1,000 -3%
DA
963
Dillon & Associates
Michigan
$1.59M – – –
VHAM
964
Van Hulzen Asset Management
California
$1.58M +$1.58M +38,211 New
LS
965
Livforsakringsbolaget Skandia
Sweden
$1.57M – – –
CIM
966
Calvert Investment Management
Maryland
$1.55M -$4.45M -107,806 -74%
JCM
967
Janney Capital Management
Pennsylvania
$1.54M +$22K +533 +1%
BO
968
BRR OpCo
Ohio
$1.54M +$19.1K +463 +1%
CIM
969
CIM Investment Management
Pennsylvania
$1.54M +$105K +2,540 +7%
JCM
970
Jag Capital Management
Missouri
$1.53M +$26K +630 +2%
PCM
971
Princeton Capital Management
New Jersey
$1.52M +$38.9K +941 +3%
KCM
972
Kames Capital Management
United Kingdom
$1.52M -$371K -8,988 -20%
LW
973
Linscomb Wealth
Texas
$1.52M -$32.7K -792 -2%
PFBT
974
Parkside Financial Bank & Trust
Missouri
$1.51M +$734K +17,777 +95%
STMM
975
South Texas Money Management
Texas
$1.51M -$233K -5,643 -13%
37 38
39
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