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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 %
GC
1201
Grimes & Company
Massachusetts
$687K +$785 +19 +0.1%
CF
1202
CNA Financial
Illinois
$686K – – –
ACI
1203
Advance Capital I
Michigan
$686K +$262K +6,350 +62%
MPIA
1204
Mountain Pacific Investment Advisers
Idaho
$682K – – –
Envestnet Asset Management
1205
Envestnet Asset Management
Illinois
$675K -$4.05K -98 -0.6%
MBT
1206
Monroe Bank & Trust
Michigan
$674K -$56.8K -1,375 -8%
CI
1207
Capital International
California
$673K +$673K +16,300 New
PWM
1208
Perigon Wealth Management
California
$672K +$672K +16,271 New
WIS
1209
Wright Investors Service
Connecticut
$669K -$413 -10 -0.1%
SRC
1210
Shufro Rose & Co
New York
$665K +$119K +2,884 +22%
BSW
1211
Buckingham Strategic Wealth
Missouri
$664K -$58.9K -1,427 -8%
CFA
1212
Cahill Financial Advisors
Minnesota
$662K +$662K +16,002 New
DAC
1213
Dividend Assets Capital
South Carolina
$649K -$46.5K -1,125 -7%
JMFC
1214
J.M. Forbes & Co
Massachusetts
$647K -$8.26M -200,167 -93%
LKIM
1215
Lawson Kroeker Investment Management
Nebraska
$646K -$49.5K -1,200 -7%
TIA
1216
Tiemann Investment Advisors
California
$646K +$646K +15,633 New
PH
1217
Pinnacle Holdings
Oklahoma
$644K -$79.1K -1,915 -11%
CCM
1218
Catawba Capital Management
Virginia
$643K -$23.6K -570 -4%
BCMIO
1219
Beacon Capital Management Inc (Ohio)
Ohio
$641K +$641K +15,526 New
EA
1220
Elm Advisors
California
$636K +$636K +15,387 New
OIM
1221
Orca Investment Management
Oregon
$636K +$636K +15,387 New
VNA
1222
VNBTrust National Association
Virginia
$635K -$575K -13,920 -48%
CCM
1223
Cornerstone Capital Management
Minnesota
$634K -$788K -19,081 -55%
FBT
1224
Founders Bank & Trust
Michigan
$633K -$26.2K -696 -4%
FNBTCON
1225
First National Bank & Trust Co of Newtown
Pennsylvania
$633K – – –
47 48
49
50 51