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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 %
AIC
1101
Atlantic Investment Company
Georgia
$997K – – –
RS
1102
Robeco Schweiz
Switzerland
$996K -$1.08M -26,200 -52%
DAS
1103
Dynamic Advisor Solutions
Arizona
$995K +$995K +24,089 New
JIC
1104
Joel Isaacson & Co
New York
$994K -$13.2K -320 -1%
BL
1105
Bolton LP
Connecticut
$990K -$4.87M -117,750 -83%
LJAC
1106
L.J. Altfest & Co
New York
$987K +$987K +23,893 New
IGIM
1107
I.G. Investment Management
Manitoba, Canada
$986K – – –
BFEC
1108
Benjamin F. Edwards & Company
Missouri
$986K +$88.2K +2,134 +10%
HW
1109
Hancock Whitney
Mississippi
$983K -$4.13K -100 -0.4%
WAM
1110
Weatherly Asset Management
California
$983K +$9.25K +224 +0.9%
MCM
1111
Maple Capital Management
Vermont
$981K -$3.06K -74 -0.3%
G
1112
GlobalBridge
Minnesota
$981K +$15.2K +369 +2%
KS
1113
Karpas Strategies
Connecticut
$979K -$10.3K -250 -1%
ACM
1114
Ashford Capital Management
Delaware
$979K – – –
EA
1115
Emerald Advisers
Pennsylvania
$969K +$55.5K +1,342 +6%
FBB
1116
Fulton Breakefield Broenniman
Maryland
$964K -$100K -2,429 -9%
GLAM
1117
Gardner Lewis Asset Management
Pennsylvania
$963K +$963K +23,315 New
CCP
1118
Clarkston Capital Partners
Michigan
$956K -$22K -534 -2%
RC
1119
RegentAtlantic Capital
New Jersey
$953K -$288K -6,965 -23%
SNBOSD
1120
Security National Bank of So Dak
Iowa
$952K +$29.5K +715 +3%
JFA
1121
JNBA Financial Advisors
Minnesota
$948K +$16.7K +405 +2%
BVDMP
1122
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$941K – – –
FFA
1123
First Foundation Advisors
California
$939K +$78K +1,890 +9%
CPA
1124
Court Place Advisors
Maryland
$936K +$936K +22,664 New
BOS
1125
Bank of Stockton
California
$933K -$18.6K -450 -2%
43 44
45
46 47