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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 %
GIS
1026
Guardian Investor Services
New York
$1.26M -$5.45K -132 -0.4%
KCPG
1027
Kavar Capital Partners Group
Kansas
$1.26M +$1.26M +30,425 New
BFC
1028
Blue Fin Capital
Rhode Island
$1.25M +$1.25M +30,137 New
FMBTD
1029
First Midwest Bank Trust Division
Illinois
$1.24M +$23.7K +575 +2%
IIM
1030
Intact Investment Management
Quebec, Canada
$1.24M +$483K +11,700 +64%
ANBTV
1031
American National Bank & Trust (Virginia)
Virginia
$1.23M -$11K -266 -0.9%
FWCM
1032
Ferguson Wellman Capital Management
Oregon
$1.23M -$45.4K -1,100 -4%
CIM
1033
CenturyLink Investment Management
Colorado
$1.23M -$118K -2,848 -9%
ARMT
1034
Amica Retiree Medical Trust
Rhode Island
$1.23M +$1.23M +29,764 New
BS
1035
Bessemer Securities
New York
$1.23M +$1.23M +29,659 New
WIC
1036
Wilkins Investment Counsel
Massachusetts
$1.22M -$24.8K -600 -2%
AHS
1037
Aspiriant Holdings S3
California
$1.21M -$19K -459 -2%
EWM
1038
Elite Wealth Management
Washington
$1.21M -$1.65M -39,986 -58%
1SB
1039
1ST Source Bank
Indiana
$1.18M +$28.7K +696 +2%
LM
1040
Lincluden Management
Ontario, Canada
$1.18M -$5.37K -130 -0.5%
FCFC
1041
First Commonwealth Financial Corp
Pennsylvania
$1.18M +$18.3K +442 +2%
SCM
1042
Shelton Capital Management
Colorado
$1.18M -$24.8K -600 -2%
MM
1043
Meridian Management
Arkansas
$1.18M – – –
WA
1044
WFG Advisors
Texas
$1.18M +$22K +533 +2%
BJL
1045
Brighton Jones LLC
Washington
$1.18M +$47.6K +1,166 +4%
CCC
1046
Chelsea Counsel Company
California
$1.16M +$2.48K +60 +0.2%
Aristotle Capital Management
1047
Aristotle Capital Management
California
$1.16M -$82.6K -2,000 -7%
DMC
1048
Drexel Morgan & Co
Pennsylvania
$1.16M +$39.9K +965 +4%
BIC
1049
Beach Investment Counsel
Pennsylvania
$1.15M -$82.6K -2,000 -7%
ACM
1050
Alta Capital Management
Utah
$1.15M +$226K +5,471 +24%
40 41
42
43 44