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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 %
TRCT
1301
Tower Research Capital (TRC)
New York
$473K -$2.93M -70,918 -86%
HPBT
1302
High Point Bank & Trust
North Carolina
$473K -$155K -3,748 -25%
TCB
1303
Texas Capital Bancshares
Texas
$472K -$58.2K -1,410 -11%
EVM
1304
Evelyn V. Moreno
$472K +$472K +11,406 New
IT
1305
Investors Trust
Texas
$470K -$1.58M -41,651 -77%
HAIM
1306
Hunter Associates Investment Management
Pennsylvania
$470K +$1.61K +39 +0.3%
TFO
1307
Tarbox Family Office
California
$467K +$467K +11,296 New
AIM
1308
Aspen Investment Management
Michigan
$466K +$4.14K +100 +0.9%
MCM
1309
Marathon Capital Management
Maryland
$464K -$41.6K -1,006 -8%
CAI
1310
Capital Advisors Inc
Oklahoma
$457K +$4.42K +107 +1%
VIMU
1311
Veritas Investment Management (UK)
United Kingdom
$456K – – –
MWP
1312
MYCIO Wealth Partners
Pennsylvania
$456K +$289 +7 +0.1%
Boston Partners
1313
Boston Partners
Massachusetts
$452K +$702 +17 +0.2%
CAM
1314
Cubic Asset Management
Massachusetts
$450K -$2.06K -50 -0.5%
JWM
1315
Jacobus Wealth Management
Wisconsin
$449K +$248K +6,000 +123%
HJGA
1316
Hardman Johnston Global Advisors
Connecticut
$448K – – –
BHTS
1317
Bar Harbor Trust Services
Maine
$440K -$4.13K -100 -0.9%
PWW
1318
Pettyjohn Wood & White
Virginia
$439K -$16.4K -397 -4%
PBT
1319
Pictet Bank & Trust
Bahamas
$438K +$438K +10,600 New
AHB
1320
Abner Herrman & Brock
New Jersey
$437K +$72.2K +1,792 +20%
TWA
1321
TCI Wealth Advisors
Arizona
$436K +$114K +2,748 +35%
CPA
1322
Cowen Prime Advisors
New York
$435K -$5.29K -128 -1%
FPCM
1323
Financial Partners Capital Management
New York
$434K -$24.8K -600 -5%
CII
1324
Capital International Inc
California
$434K +$434K +10,500 New
FIG
1325
Fusion Investment Group
Pennsylvania
$434K +$434K +10,507 New
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