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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 %
FMT
1251
First Mercantile Trust
Tennessee
$575K -$27.3K -661 -5%
DSAM
1252
Dock Street Asset Management
Florida
$567K – – –
AWA
1253
AmeriServ Wealth Advisors
Pennsylvania
$566K -$9.92K -240 -2%
TBA
1254
Train Babcock Advisors
New York
$565K – – –
ZTNA
1255
Zions Trust National Association
Utah
$561K -$49.2K -1,190 -8%
PHAM
1256
Palisades Hudson Asset Management
Florida
$557K – – –
RP
1257
Regal Partners
Australia
$557K +$310K +7,497 +125%
FM
1258
Foster & Motley
Ohio
$555K +$20.7K +502 +4%
TC
1259
Telemus Capital
Michigan
$553K -$52.8K -1,279 -9%
AP
1260
Atwood & Palmer
Missouri
$553K – – –
AWA
1261
ARS Wealth Advisors
Florida
$552K +$552K +13,351 New
BIM
1262
Barton Investment Management
Pennsylvania
$549K +$93.7K +2,267 +21%
VCAM
1263
Van Cleef Asset Management
Ohio
$548K +$4.13K +100 +0.8%
NI
1264
NFC Investments
Tennessee
$545K – – –
GCM
1265
Grisanti Capital Management
New York
$542K – – –
ANBT
1266
American National Bank & Trust
Texas
$536K -$2.06K -50 -0.4%
SCP
1267
Sandhill Capital Partners
New York
$535K +$14K +338 +3%
NFG
1268
Nadler Financial Group
Illinois
$532K +$2.89K +70 +0.5%
PG
1269
Portola Group
California
$532K +$67.1K +1,626 +14%
RIA
1270
Regal Investment Advisors
Michigan
$531K -$127K -3,080 -19%
LIA
1271
LBMC Investment Advisors
Tennessee
$527K +$1.78K +43 +0.3%
I
1272
IberiaBank
Louisiana
$524K +$14.7K +357 +3%
FA
1273
Financial Advantage
Maryland
$522K +$165 +4 +0%
LJHT
1274
Laurie J. Hall Trustee
$518K – – –
BFG
1275
Beacon Financial Group
Texas
$517K +$517K +12,582 New
49 50
51
52 53