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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 %
NES
1401
New England Securities
New York
$318K +$18.7K +451 +6%
SFA
1402
Sequoia Financial Advisors
Ohio
$318K +$318K +7,686 New
WCF
1403
West Coast Financial
California
$317K +$661 +16 +0.2%
MWM
1404
Modera Wealth Management
New Jersey
$316K +$7.32K +177 +2%
BOS
1405
Bingham Osborn & Scarborough
California
$314K +$314K +7,589 New
FIM
1406
Freedom Investment Management
Connecticut
$311K +$58.1K +1,407 +23%
SGC
1407
South Georgia Capital
Illinois
$310K +$310K +7,500 New
GIP
1408
Granite Investment Partners
California
$309K +$16.5K +400 +6%
PAS
1409
Partnervest Advisory Services
California
$309K +$40.4K +980 +15%
SWA
1410
SFMG Wealth Advisors
Texas
$307K +$496 +12 +0.2%
MIC
1411
Meridian Investment Counsel
California
$307K +$307K +7,424 New
Millennium Management
1412
Millennium Management
New York
$306K -$1.84M -44,475 -86%
RP
1413
Reinhart Partners
Wisconsin
$306K – – –
RPA
1414
Rock Point Advisors
Vermont
$305K -$55.7K -1,351 -15%
OSNBOA
1415
Old Second National Bank of Aurora
Illinois
$304K -$16.6K -400 -5%
WCBA
1416
Weaver C. Barksdale & Associates
Tennessee
$302K – – –
FLPIM
1417
F.L. Putnam Investment Management
Massachusetts
$302K – – –
EAM
1418
Evanson Asset Management
California
$300K +$300K +7,267 New
SSWM
1419
Smith Salley Wealth Management
North Carolina
$300K +$300K +7,273 New
FCT
1420
Family Capital Trust
Massachusetts
$299K – – –
MCMT
1421
Moon Capital Management (Tennessee)
Tennessee
$297K – – –
DBT
1422
Dubuque Bank & Trust
Iowa
$295K – – –
DOA
1423
D'Orazio & Associates
Virginia
$292K +$292K +7,068 New
CAW
1424
Cornerstone Advisors (Washington)
Washington
$289K – – –
CCM
1425
Carlson Capital Management
Minnesota
$287K -$33K -800 -10%
55 56
57
58 59