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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 %
EWM
1376
Edge Wealth Management
New York
$350K +$110K +2,668 +46%
AW
1377
Alpha Windward
Massachusetts
$347K +$17K +410 +5%
MKC
1378
M. Kraus & Co
Vermont
$346K +$346K +8,367 New
TT
1379
Tiedemann Trust
Delaware
$345K -$70K -1,697 -17%
FC
1380
FIC Capital
New York
$344K -$7.27K -176 -2%
SAM
1381
SignalPoint Asset Management
Missouri
$343K +$119K +2,885 +53%
SCA
1382
Stillwater Capital Advisors
Pennsylvania
$343K +$343K +8,302 New
MIP
1383
Marietta Investment Partners
Wisconsin
$338K – – –
PL
1384
Plancorp LLC
Missouri
$336K +$336K +8,121 New
BWP
1385
Baldwin Wealth Partners
Massachusetts
$334K +$51.3K +1,242 +18%
BCM
1386
Brookstone Capital Management
Illinois
$334K +$334K +8,089 New
CRM
1387
Cramer Rosenthal McGlynn
Connecticut
$330K -$55.8M -1,352,888 -99%
MC
1388
MSF Capital
New York
$330K – – –
UFG
1389
United Fire Group
Iowa
$330K – – –
YMRC
1390
Yorktown Management & Research Company
Virginia
$330K – – –
Verition Fund Management
1391
Verition Fund Management
Connecticut
$328K -$59.7K -1,444 -15%
LYV
1392
Live Your Vision
Pennsylvania
$328K +$328K +7,950 New
KMC
1393
Kirr Marbach & Co
Indiana
$327K – – –
BMC
1394
Benin Management Corp
Connecticut
$327K – – –
RWM
1395
Rench Wealth Management
Texas
$326K +$326K +7,901 New
EBSAM
1396
Eubel Brady & Suttman Asset Management
Ohio
$325K +$3.93K +95 +1%
CIP
1397
Cornerstone Investment Partners
Georgia
$324K -$4.13K -100 -1%
AIM
1398
Acuity Investment Management
Ontario, Canada
$323K -$7.08M -171,000 -96%
EIA
1399
Edgemoor Investment Advisors
Maryland
$322K +$33K +800 +11%
WKA
1400
Wilson Kemp & Associates
Michigan
$322K +$49.5K +1,200 +18%
54 55
56
57 58