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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 %
PAA
1451
Peregrine Asset Advisers
Oregon
$252K +$1.44K +35 +0.6%
FNBOH
1452
First National Bank of Hutchinson
Kansas
$250K -$13.7K -332 -5%
SCM
1453
Salem Capital Management
Massachusetts
$249K – – –
FCIM
1454
Fairview Capital Investment Management
California
$248K – – –
LNC
1455
Lincoln National Corp
Pennsylvania
$248K +$248K +5,965 New
DMK
1456
David M. Knott
$248K -$99.1K -2,400 -29%
CIC
1457
Chase Investment Counsel
Virginia
$247K – – –
CCM
1458
Copeland Capital Management
Pennsylvania
$246K – – –
CIP
1459
Convergence Investment Partners
Florida
$245K -$372 -9 -0.2%
CCS
1460
Crosspoint Capital Strategies
California
$245K +$245K +6,393 New
EMG
1461
Ellington Management Group
Connecticut
$244K -$116K -2,800 -32%
HCA
1462
Harbour Capital Advisors
Virginia
$243K +$243K +5,878 New
BC
1463
Barnett & Company
Tennessee
$240K – – –
MAM
1464
Mastrapasqua Asset Management
Tennessee
$240K +$240K +5,800 New
NEPWA
1465
New England Private Wealth Advisors
Massachusetts
$240K +$240K +5,815 New
FIB
1466
First Interstate Bank
Montana
$236K – – –
AC
1467
Alexandria Capital
Virginia
$236K +$165 +4 +0.1%
JAFL
1468
Jay A. Fishman Ltd
Michigan
$235K – – –
CANC
1469
Culbertson A N & Co
Virginia
$235K +$6.62K +160 +3%
KL
1470
Kinsight LLC
Alabama
$234K -$2.64K -64 -1%
SCM
1471
Stellar Capital Management
Arizona
$233K +$233K +5,650 New
IUAM
1472
Itau USA Asset Management
New York
$231K – – –
CCB
1473
Cutter & Co Brokerage
Missouri
$230K -$25.5K -616 -10%
CISOA
1474
Capital Investment Services of America
Wisconsin
$230K – – –
DS
1475
DRW Securities
Illinois
$228K +$228K +5,519 New
57 58
59
60 61