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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 %
RB
1151
Rodgers Brothers
Pennsylvania
$867K +$4.38K +106 +0.5%
AAM
1152
Autus Asset Management
Arizona
$861K -$181K -4,388 -17%
ST
1153
Spinnaker Trust
Maine
$860K -$7.19K -174 -0.8%
BP
1154
Ballentine Partners
Massachusetts
$859K -$5.91K -143 -0.7%
DCM
1155
Donaldson Capital Management
Indiana
$850K +$209K +5,057 +33%
EIM
1156
Emerson Investment Management
Massachusetts
$845K -$31K -751 -4%
PIM
1157
Provident Investment Management
Michigan
$838K – – –
OIA
1158
Optimum Investment Advisors
Illinois
$834K +$7.1K +172 +0.9%
ASN
1159
Advisory Services Network
Georgia
$834K +$29.9K +724 +4%
BWP
1160
BSW Wealth Partners
Colorado
$828K -$13.3K -322 -2%
BT
1161
Brandywine Trust
Delaware
$818K – – –
SEC
1162
Seven Eight Capital
New York
$809K +$809K +19,600 New
NSIM
1163
North Star Investment Management
Illinois
$806K +$93.2K +2,256 +13%
KLWA
1164
Kelly Lawrence W & Associates
California
$802K -$12.4K -300 -2%
WSC
1165
Wellington Shields & Co
New York
$801K +$19.2K +466 +2%
OCG
1166
Opus Capital Group
Ohio
$800K +$800K +19,370 New
HVIA
1167
Hudson Valley Investment Advisors
New York
$797K -$29.4K -712 -4%
HCM
1168
Hollencrest Capital Management
California
$797K +$797K +19,294 New
PAI
1169
Pittenger & Anderson Inc
Nebraska
$789K +$104K +2,508 +15%
AF
1170
Allworth Financial
California
$787K -$66.5K -1,611 -8%
NCM
1171
Noesis Capital Mangement
Florida
$787K -$17.7K -428 -2%
SSWM
1172
Sheets Smith Wealth Management
North Carolina
$785K -$6.86K -166 -0.9%
CAG
1173
Crestwood Advisors Group
Massachusetts
$774K +$59.8K +1,449 +8%
CP
1174
Camelot Portfolios
Ohio
$773K +$3.1K +75 +0.4%
ST
1175
Sentinel Trust
Texas
$765K -$277K -6,702 -27%
45 46
47
48 49