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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 %
CIS
1001
Connors Investor Services
Pennsylvania
$1.37M – – –
KCM
1002
KSA Capital Management
New Jersey
$1.36M – – –
WC
1003
Whitnell & Co
Illinois
$1.36M +$15.5K +375 +1%
TIA
1004
Trust Investment Advisors
Indiana
$1.36M +$1.36M +32,950 New
SNBOSCI
1005
Security National Bank of Sioux City Iowa
Iowa
$1.36M +$155K +3,755 +13%
NERM
1006
New England Research & Management
Illinois
$1.35M +$1.35M +32,750 New
BCM
1007
BTR Capital Management
California
$1.35M -$64.9K -1,570 -5%
ITIM
1008
Indiana Trust & Investment Management
Indiana
$1.35M -$28.5K -690 -2%
IH
1009
IFC Holdings
Florida
$1.34M +$40.5K +1,006 +3%
KT
1010
Kanaly Trust
Texas
$1.33M +$592K +14,322 +80%
CCM
1011
CrestPoint Capital Management
Missouri
$1.32M +$1.32M +31,930 New
CBB
1012
Citizens Business Bank
California
$1.32M -$203K -4,915 -13%
SM
1013
Stratton Management
Pennsylvania
$1.32M -$90.9K -2,200 -6%
BCA
1014
Benchmark Capital Advisors
New York
$1.32M +$411K +9,950 +45%
WA
1015
Waverly Advisors
Alabama
$1.3M +$316K +7,657 +32%
QIM
1016
Quantitative Investment Management
Virginia
$1.3M +$1.3M +31,500 New
JAM
1017
Jupiter Asset Management
United Kingdom
$1.3M -$860K -20,823 -40%
LA
1018
Lau Associates
Delaware
$1.3M – – –
Mirae Asset Global Investments
1019
Mirae Asset Global Investments
South Korea
$1.29M -$91K -2,205 -7%
EAM
1020
EULAV Asset Management
Florida
$1.29M – – –
ACM
1021
Argentus Capital Management
Texas
$1.29M +$244K +5,894 +23%
KCP
1022
KDI Capital Partners
North Carolina
$1.28M -$4.47M -108,100 -78%
LC
1023
Lourd Capital
California
$1.27M +$496 +12 +0%
SCM
1024
Schnieders Capital Management
California
$1.27M +$1.27M +30,742 New
RT
1025
Reliance Trust
Georgia
$1.27M -$229K -5,538 -15%
39 40
41
42 43