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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 %
ICM
1276
IronBridge Capital Management
Illinois
$516K -$547K -13,236 -51%
PWM
1277
ParenteBeard Wealth Management
Pennsylvania
$515K +$784 +19 +0.2%
SCM
1278
Sterneck Capital Management
Missouri
$514K -$82.7K -2,000 -14%
MPWT
1279
MassMutual Private Wealth & Trust
Connecticut
$512K +$512K +12,405 New
QGM
1280
Quality Growth Management
California
$510K +$510K +12,334 New
LCM
1281
Logan Capital Management
Pennsylvania
$504K +$117K +2,835 +30%
WIM
1282
Waverton Investment Management
United Kingdom
$503K +$41.3K +1,000 +9%
PI
1283
Pettee Investors
Connecticut
$502K +$502K +12,150 New
HL
1284
HeadInvest LLC
Maine
$499K -$48.8K -1,181 -9%
RA
1285
Rational Advisors
New York
$499K -$6.03K -146 -1%
AB
1286
Atlas Brown
Kentucky
$498K -$760K -18,400 -60%
DWT
1287
Dorsey & Whitney Trust
South Dakota
$498K -$79.3K -1,919 -14%
ACP
1288
Aviance Capital Partners
Florida
$495K -$38K -920 -7%
RFA
1289
Reilly Financial Advisors
California
$493K +$42.7K +1,033 +9%
ACM
1290
Argent Capital Management
Missouri
$492K -$3.3K -80 -0.7%
LIM
1291
Lathrop Investment Management
Arkansas
$491K -$24.2K -587 -5%
GI
1292
Glovista Investments
New Jersey
$490K +$49.6K +1,200 +11%
UR
1293
USCA RIA
Texas
$489K -$460K -11,136 -48%
DDPIC
1294
Deroy & Devereaux Private Investment Counsel
Michigan
$488K +$49.6K +1,200 +11%
MFW
1295
Meristem Family Wealth
Minnesota
$487K – – –
EWA
1296
Exencial Wealth Advisors
Oklahoma
$487K +$878 +22 +0.2%
EFSCE
1297
Enterprise Financial Services Corp (EFSC)
Missouri
$487K +$126K +3,046 +35%
OC
1298
Oarsman Capital
Wisconsin
$485K -$5.16K -125 -1%
GA
1299
GFS Advisors
Texas
$480K +$480K +11,630 New
PTC
1300
Philadelphia Trust Company
Pennsylvania
$476K -$11.2K -270 -2%
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