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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 %
WA
1526
WealthTrust-Arizona
Arizona
$114K +$124 +3 +0.1%
LFG
1527
LifePlan Financial Group
Ohio
$112K -$16.5K -400 -13%
PCTC
1528
Perkins Coie Trust Company
Washington
$111K +$111K +2,680 New
Carson Wealth (CWM LLC)
1529
Carson Wealth (CWM LLC)
Nebraska
$103K -$35.1K -850 -25%
WA
1530
Winfield Associates
Ohio
$103K +$103K +2,500 New
FWM
1531
Focused Wealth Management
New York
$102K – – –
CG
1532
Colony Group
Massachusetts
$97K +$97K +2,339 New
WCMN
1533
Westchester Capital Management (Nebraska)
Nebraska
$87K – – –
IMS
1534
Index Management Solutions
Pennsylvania
$86K +$9.67K +235 +13%
MS
1535
Madison Scottsdale
Arizona
$83K – – –
VNB
1536
Valley National Bancorp
New York
$83K +$83K +2,000 New
CWM
1537
Cranbrook Wealth Management
Michigan
$81K +$81K +1,968 New
LWM
1538
LBA Wealth Management
Florida
$78K +$78K +1,895 New
GAAM
1539
Guinness Atkinson Asset Management
California
$75K +$24.4K +590 +48%
LWA
1540
Lenox Wealth Advisors
New York
$75K +$41.3K +1,006 +123%
VCM
1541
Vigilant Capital Management
Maine
$74K +$49.3K +1,200 +200%
LWM
1542
Lenox Wealth Management
Ohio
$72K +$72K +1,741 New
AA
1543
AlphaMark Advisors
Kentucky
$57K -$1.17K -28 -2%
SC
1544
Saturna Capital
Washington
$55K -$501K -12,218 -90%
BWFA
1545
Baltimore-Washington Financial Advisors
Maryland
$54K – – –
BC
1546
Blackhill Capital
New Jersey
$49K +$47.4K +1,150 +2,875%
SMG
1547
Spectrum Management Group
Indiana
$47K +$47K +1,144 New
PR
1548
Payden & Rygel
California
$45K – – –
GI
1549
Gradient Investments
Minnesota
$44K +$6.18K +149 +16%
ACM
1550
Antonetti Capital Management
Florida
$41K -$24.8K -600 -38%
60 61
62
63 64