KO icon

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 %
SCA
1476
SAC Capital Advisors
Connecticut
$227K -$4.52M -109,486 -95%
DFIM
1477
Detwiler Fenton Investment Management
Massachusetts
$227K – – –
TSWM
1478
Triangle Securities Wealth Management
North Carolina
$227K +$1.2K +29 +0.5%
DJSG
1479
D.J. St. Germain
Massachusetts
$226K – – –
GIM
1480
Greystone Investment Management
Ohio
$226K – – –
TCOO
1481
Trust Company of Oklahoma
Oklahoma
$222K +$222K +5,365 New
1GA
1482
1st Global Advisors
Texas
$221K -$1.12K -27 -0.5%
TIC
1483
Trees Investment Counsel
Illinois
$219K -$4.13K -100 -2%
OC
1484
Oakworth Capital
Alabama
$216K +$216K +5,224 New
WA
1485
WESPAC Advisors
California
$216K +$216K +5,239 New
RCM
1486
Reynolds Capital Management
Nevada
$215K +$215K +5,200 New
MIM
1487
Miller Investment Management
Pennsylvania
$215K +$215K +5,200 New
WPP
1488
Whalerock Point Partners
Rhode Island
$214K +$214K +5,188 New
BBNB
1489
Baker Boyer National Bank
Washington
$213K +$213K +5,150 New
Rafferty Asset Management
1490
Rafferty Asset Management
New York
$212K +$212K +5,132 New
BEC
1491
Blue Edge Capital
Virginia
$211K +$211K +5,100 New
CA
1492
Capital Advantage
California
$207K +$207K +5,014 New
HS
1493
Huntington Steele
Pennsylvania
$206K +$206K +4,982 New
MBE
1494
Michael B. Elefante
$205K -$4.57K -111 -2%
CIC
1495
Cornercap Investment Counsel
Georgia
$203K +$203K +4,902 New
EI
1496
EDMP Inc
Florida
$202K +$202K +4,890 New
RH
1497
Rayner & Haynor
California
$202K +$202K +4,900 New
GAM
1498
Garrison Asset Management
Arkansas
$201K +$201K +4,860 New
HCP
1499
Holt Capital Partners
Texas
$201K +$201K +4,872 New
AFIA
1500
America First Investment Advisors
Nebraska
$195K – – –
58 59
60
61 62