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 %
IAM
1176
Integre Asset Management
New York
$756K -$635K -15,372 -46%
CIC
1177
Carnegie Investment Counsel
Ohio
$751K +$35.7K +864 +5%
AIA
1178
Arbor Investment Advisors
North Carolina
$747K +$44.9K +1,088 +6%
PTCG
1179
Pring Turner Capital Group
California
$744K +$744K +18,020 New
AAM
1180
Azzad Asset Management
Virginia
$742K +$48.9K +1,184 +7%
ECM
1181
Endex Capital Management
Kansas
$739K – – –
AAMU
1182
Amundi Asset Management US
Massachusetts
$736K -$58.8M -1,424,518 -99%
UBV
1183
United Bank (Virginia)
Virginia
$736K +$24.3K +589 +3%
SFM
1184
Signature Financial Management
Virginia
$736K +$287K +6,933 +64%
JWA
1185
JFS Wealth Advisors
Pennsylvania
$729K -$13.1K -317 -2%
KWMG
1186
King Wealth Management Group
Florida
$725K – – –
SAM
1187
Summit Asset Management
Tennessee
$722K -$37.2K -900 -5%
SAMC
1188
Shinko Asset Management Company
Japan
$721K -$64.1K -1,551 -8%
FHC
1189
First Heartland Consultants
Missouri
$714K +$120K +2,906 +20%
ACM
1190
Academy Capital Management
Texas
$713K – – –
NGA
1191
Naples Global Advisors
Florida
$713K +$713K +17,271 New
CCM
1192
Check Capital Management
California
$709K -$6.07K -147 -0.8%
CCMD
1193
Cypress Capital Management (Delaware)
Delaware
$707K -$14.8K -358 -2%
FM
1194
Forward Management
California
$704K +$454 +11 +0.1%
CM
1195
Castleark Management
Illinois
$703K +$289K +7,000 +70%
KTC
1196
Kistler-Tiffany Companies
Pennsylvania
$699K +$28.9K +699 +4%
NCM
1197
Nebula Capital Management
Connecticut
$698K -$4.35M -105,300 -86%
EWA
1198
EP Wealth Advisors
California
$695K +$5.58K +135 +0.8%
YP
1199
Yellowstone Partners
Idaho
$693K +$693K +16,772 New
CL
1200
CPWM LLC
Washington
$691K -$27.4K -664 -4%
46 47
48
49 50