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 %
CMANY
1226
Capital Management Associates (New York)
New York
$631K – – –
EVC
1227
Eidelman Virant Capital
Missouri
$630K – – –
RMCM
1228
Reynders McVeigh Capital Management
Massachusetts
$627K +$18.1K +439 +3%
CCA
1229
Checchi Capital Advisers
California
$626K +$626K +15,160 New
BSWMG
1230
Barrington Strategic Wealth Management Group
Illinois
$618K -$4.3K -104 -0.7%
HI
1231
Hudock Inc
Pennsylvania
$618K +$10.4K +253 +2%
BHB
1232
Bank Hapoalim BM
Israel
$617K +$617K +14,929 New
LRPA
1233
L. Roy Papp & Associates
Arizona
$608K +$5.29K +128 +0.9%
BT
1234
Bankers Trust
Iowa
$606K -$11.3K -273 -2%
AT
1235
Acadia Trust
Maine
$603K -$413 -10 -0.1%
HBWM
1236
Hollow Brook Wealth Management
New York
$603K +$66.1K +1,600 +12%
EWM
1237
Endurance Wealth Management
Rhode Island
$602K -$52.3K -1,269 -8%
TCM
1238
Texan Capital Management
Texas
$601K -$4.13K -100 -0.7%
CNAM
1239
Campbell Newman Asset Management
Wisconsin
$595K – – –
FA
1240
FMA Advisory
Pennsylvania
$595K +$18K +435 +3%
LWI
1241
Long Wharf Investors
Massachusetts
$592K +$9.09K +220 +2%
WC
1242
Wexford Capital
Florida
$587K – – –
SFPIA
1243
Stevens First Principles Investment Advisors
California
$587K +$356K +8,615 +154%
SC
1244
Savant Capital
Illinois
$586K +$3.72K +90 +0.6%
WPC
1245
White Pine Capital
Minnesota
$584K – – –
BSB
1246
Bangor Savings Bank
Maine
$579K -$13.3K -323 -2%
CPO
1247
Cerity Partners OCIO
New York
$578K -$55.8K -1,350 -9%
PAWC
1248
P.A.W. Capital
Connecticut
$578K +$165K +4,000 +40%
AB
1249
AT Bancorp
Iowa
$577K -$10.6K -256 -2%
PAM
1250
Private Asset Management
California
$577K +$25.9K +627 +5%
48 49
50
51 52