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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 %
ECM
1076
Estabrook Capital Management
New York
$1.04M +$18.3K +442 +2%
Pacer Advisors
1077
Pacer Advisors
Pennsylvania
$1.04M +$1.04M +24,576 New
TCM
1078
Telos Capital Management
California
$1.04M -$35.6K -862 -3%
VAS
1079
Valicenti Advisory Services
New York
$1.03M -$22.5K -545 -2%
DSC
1080
Duncker Streett & Co
Missouri
$1.03M -$12.4K -300 -1%
BIC
1081
Bridges Investment Counsel
Nebraska
$1.03M +$151K +3,656 +17%
BOC
1082
Barbara Oil Co
Illinois
$1.03M +$1.03M +25,000 New
FNYS
1083
First New York Securities
New York
$1.03M +$1.03M +25,000 New
FUBT
1084
First United Bank & Trust
Maryland
$1.03M -$19K -460 -2%
BEAM
1085
Baker Ellis Asset Management
Washington
$1.03M -$16.5K -400 -2%
WP
1086
WMS Partners
Maryland
$1.03M +$330 +8 +0%
PTB
1087
Pioneer Trust Bank
Oregon
$1.03M -$13.2K -320 -1%
JA
1088
JLB & Associates
Michigan
$1.03M -$7.85K -190 -0.8%
NCM
1089
Nelson Capital Management
California
$1.02M -$161K -3,900 -14%
WEC
1090
Winslow Evans & Crocker
Massachusetts
$1.02M +$1.02M +24,797 New
MVIP
1091
Mar Vista Investment Partners
California
$1.02M +$115K +2,780 +13%
AFG
1092
Albion Financial Group
Utah
$1.02M +$103K +2,493 +11%
WCM
1093
Windsor Capital Management
Arizona
$1.02M +$106K +2,563 +12%
MSR
1094
Main Street Research
Connecticut
$1.02M +$11.2K +270 +1%
FMWA
1095
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$9.63K -233 -0.9%
DCM
1096
Driehaus Capital Management
Illinois
$1.01M – – –
TT
1097
Tower Trust
Indiana
$1.01M +$241K +5,830 +31%
ANI
1098
American National Insurance
Texas
$1M – – –
WSA
1099
Willow Street Advisors
Florida
$1M – – –
HCM
1100
Highlander Capital Management
New Jersey
$998K +$113K +2,735 +13%
42 43
44
45 46