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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 %
FANJ
1426
Financial Architects (New Jersey)
New Jersey
$287K +$48.7K +1,178 +20%
CCM
1427
Condor Capital Management
New Jersey
$286K – – –
M
1428
MOTCO
Texas
$286K +$8.27K +200 +3%
TAM
1429
Todd Asset Management
Kentucky
$284K -$30.6K -740 -10%
MC
1430
Mathes Company
New York
$278K +$57.9K +1,400 +26%
B
1431
Bailard
California
$277K -$377K -9,130 -58%
GAG
1432
GM Advisory Group
New York
$277K +$277K +6,714 New
LCM
1433
Liberty Capital Management
Michigan
$276K -$20.7K -500 -7%
WOC
1434
West Oak Capital
California
$274K – – –
EWM
1435
Empirical Wealth Management
Washington
$272K +$83 +2 +0%
PHIMC
1436
Private Harbour Investment Management & Counsel
Ohio
$269K – – –
MCWS
1437
McKinley Carter Wealth Services
West Virginia
$266K -$44.8K -1,083 -14%
BSA
1438
Braun Stacey Associates
New York
$266K -$16.5K -400 -6%
SCM
1439
SOL Capital Management
Maryland
$266K -$7.24K -175 -3%
LGC
1440
Laurel Grove Capital
California
$266K – – –
VFP
1441
Verus Financial Partners
Virginia
$264K -$2.77K -67 -1%
SSA
1442
South Street Advisors
New York
$264K – – –
NFC
1443
Northeast Financial Consultants
Connecticut
$264K +$264K +6,400 New
WIC
1444
Wood Investment Counsel
Colorado
$261K – – –
ACH
1445
ArrowMark Colorado Holdings
Colorado
$260K – – –
FAG
1446
Financial Advisory Group
Texas
$258K +$258K +6,246 New
EA
1447
Evanston Advisors
Illinois
$256K +$702 +17 +0.3%
BMM
1448
Berkshire Money Management
Massachusetts
$254K +$254K +6,145 New
IPC
1449
Independent Portfolio Consultants
Florida
$253K +$1.03K +25 +0.4%
HFM
1450
Hartford Financial Management
Connecticut
$252K +$165 +4 +0.1%
56 57
58
59 60