KO icon

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 %
GW
1126
GW & Wade
Massachusetts
$928K +$9.29K +225 +1%
MC
1127
Middleton & Co
Massachusetts
$923K -$89.4K -2,162 -9%
JFGIW
1128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$560K -13,549 -38%
KFS
1129
Kurt F. Somerville
$922K – – –
TYCC
1130
Texas Yale Capital Corp
Florida
$922K – – –
ACP
1131
Ashfield Capital Partners
California
$918K +$826 +20 +0.1%
SFSG
1132
Stearns Financial Services Group
North Carolina
$918K +$26.8K +648 +3%
LCM
1133
LVM Capital Management
Michigan
$914K -$68.6K -1,662 -7%
TSW
1134
Thompson Siegel & Walmsley
Virginia
$907K +$141K +3,425 +18%
CAM
1135
Carret Asset Management
New York
$901K -$50.4K -1,220 -5%
BONST
1136
Bank of Nova Scotia Trust
Ontario, Canada
$895K -$161K -3,906 -15%
MWAC
1137
Mariner Wealth Advisors (Cincinnati)
Ohio
$894K +$199K +4,809 +29%
GLI
1138
Guardian Life Insurance
New York
$889K -$1.02M -24,606 -53%
DBG
1139
De Burlo Group
Massachusetts
$888K +$243K +5,886 +38%
DAM
1140
Doheny Asset Management
California
$886K -$62K -1,500 -7%
BFPW
1141
BOK Financial Private Wealth
Colorado
$886K – – –
AII
1142
AGF Investments Inc
Ontario, Canada
$885K +$885K +21,400 New
LOCC
1143
Lombard Odier & Cie (Canada)
Quebec, Canada
$885K +$885K +21,440 New
KC
1144
Kingfisher Capital
North Carolina
$883K +$3.47K +84 +0.4%
PFA
1145
Paradigm Financial Advisors
Missouri
$883K +$883K +21,379 New
RHBC
1146
R.H. Bluestein & Co
Michigan
$877K -$318K -7,706 -27%
BB
1147
Busey Bank
Illinois
$877K +$24K +580 +3%
SC
1148
Saybrook Capital
North Carolina
$874K – – –
BFA
1149
Beaumont Financial Advisors
Massachusetts
$873K -$49.6K -1,200 -5%
BDF
1150
Balasa Dinverno & Foltz
$869K -$41 -1 -0%
44 45
46
47 48