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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 %
OMC
976
Overbrook Management Corp
New York
$1.5M -$29.7K -720 -2%
GSBTD
977
Glenview State Bank Trust Department
Illinois
$1.5M +$1.5M +36,275 New
CCT
978
Country Club Trust
Missouri
$1.5M -$155K -3,750 -9%
BT
979
Beacon Trust
New Jersey
$1.49M -$619K -14,977 -29%
CA
980
Cornerstone Advisors
North Carolina
$1.49M – – –
BFA
981
Bragg Financial Advisors
North Carolina
$1.49M +$26.2K +633 +2%
PPSG
982
Princeton Portfolio Strategies Group
New Jersey
$1.48M -$20.7K -500 -1%
RMDI
983
R.M. Davis Inc
Maine
$1.47M -$35.6K -863 -2%
Mackenzie Financial
984
Mackenzie Financial
Ontario, Canada
$1.47M +$1.47M +35,491 New
Dodge & Cox
985
Dodge & Cox
California
$1.46M – – –
PSI
986
Pinnacle Summer Investments
Virginia
$1.46M +$380K +9,199 +35%
B
987
BancorpSouth
Mississippi
$1.45M +$57.5K +1,392 +4%
PAM
988
Palisade Asset Management
Minnesota
$1.44M +$43.5K +1,054 +3%
SWM
989
SVA Wealth Management
Wisconsin
$1.43M +$1.43M +34,702 New
LC
990
Lilley & Co
Michigan
$1.43M +$41.1K +995 +3%
RJA
991
Robshaw & Julian Associates
New York
$1.43M – – –
IIC
992
Ironwood Investment Counsel
Arizona
$1.42M +$21.5K +520 +2%
CAM
993
CG Asset Management
New York
$1.41M +$1.41M +34,140 New
PIM
994
Penobscot Investment Management
Massachusetts
$1.41M +$53.7K +1,300 +4%
IC
995
InterOcean Capital
Illinois
$1.4M +$15.7K +380 +1%
PCM
996
Palisade Capital Management
New Jersey
$1.4M +$211K +5,100 +18%
GWI
997
Grace & White Inc
New York
$1.39M – – –
IPRC
998
Indices-Pac Research Corporation
New Jersey
$1.39M -$1.24M -30,125 -47%
CWM
999
Concert Wealth Management
California
$1.38M +$7.89K +192 +0.6%
MBT
1000
Montecito Bank & Trust
California
$1.38M +$26.2K +634 +2%
38 39
40
41 42