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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 %
CCM
1326
Crossvault Capital Management
Texas
$431K +$431K +10,441 New
HWA
1327
Heritage Wealth Advisors
Virginia
$429K +$429K +10,356 New
FBA
1328
Front Barnett Associates
Illinois
$428K -$413 -10 -0.1%
SBWIC
1329
Schaper Benz & Wise Investment Counsel
Wisconsin
$426K – – –
IFB
1330
iAB Financial Bank
Indiana
$425K +$120K +2,900 +39%
BA
1331
Birinyi Associates
Connecticut
$423K +$196K +4,750 +86%
Westfield Capital Management
1332
Westfield Capital Management
Massachusetts
$422K – – –
CIM
1333
Confluence Investment Management
Missouri
$421K +$495 +12 +0.1%
HCM
1334
Hutchinson Capital Management
California
$418K -$1.65K -40 -0.4%
SSI
1335
Scott & Selber Inc
Texas
$416K -$7.85K -190 -2%
LPT
1336
Legacy Private Trust
Wisconsin
$412K -$83K -2,010 -17%
CW
1337
Cobiz Wealth
Colorado
$412K +$4.13K +100 +1%
LC
1338
Lubar & Co
Wisconsin
$411K – – –
LBC
1339
Lawrence B. Cohen
$407K -$10.3K -250 -2%
QSS
1340
Quantitative Systematic Strategies
Florida
$406K +$406K +9,879 New
SIC
1341
Sigma Investment Counselors
Michigan
$403K -$23.3K -564 -5%
SWK
1342
Stephen W. Kidder
$403K -$4.13K -100 -1%
AWP
1343
Ascent Wealth Partners
New York
$403K +$403K +9,748 New
FIM
1344
Fernwood Investment Management
Massachusetts
$403K +$403K +9,760 New
GIA
1345
GHP Investment Advisors
Colorado
$401K -$743 -18 -0.2%
MCM
1346
McRae Capital Management
New Jersey
$401K – – –
CHAM
1347
Clear Harbor Asset Management
Connecticut
$399K – – –
JG
1348
Jefferies Group
New York
$398K -$5.65M -136,481 -93%
FAM
1349
Formidable Asset Management
Ohio
$397K +$16.7K +440 +4%
IFS
1350
Ifrah Financial Services
Arkansas
$397K +$397K +9,610 New
52 53
54
55 56