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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 %
SMU
1576
Signet Management USA
Virginia
$8K +$8K +200 New
IWC
1577
Integrated Wealth Counsel
California
$8K +$8K +200 New
WIC
1578
Willis Investment Counsel
Georgia
$7.2K +$145 +3,500 +2%
NIM
1579
NuWave Investment Management
New Jersey
$7K -$561K -13,615 -99%
FI
1580
FCM Investments
Texas
$6K – – –
MAS
1581
Madden Advisory Services
Florida
$5K – – –
DIA
1582
Denver Investment Advisors
Colorado
$4.36K +$229 +5,547 +6%
GC
1583
Globeflex Capital
California
$3K – – –
JIR
1584
James Investment Research
Ohio
$3K +$3K +61 New
CP
1585
Corbenic Partners
Pennsylvania
$2K +$49 +1 +3%
PIM
1586
Parasol Investment Management
Illinois
$2K +$2K +48 New
SMA
1587
Simply Money Advisors
Ohio
$2K +$2K +56 New
MRCM
1588
M&R Capital Management
New Jersey
$1.85K +$464 +11,241 +34%
FPCG
1589
Fort Pitt Capital Group
Pennsylvania
$1.05K +$84 +2 +9%
MIM
1590
Macroview Investment Management
Maryland
$1K – – –
WCM
1591
Wealthcare Capital Management
Virginia
$1K +$56 +1 +6%
NDSI
1592
Newman Dignan & Sheerar Inc
Rhode Island
$814 +$34 +818 +4%
PFM
1593
PacWest Financial Management
Arizona
$548 -$8 -200 -1%
WTB
1594
Washington Trust Bank
Washington
$324 -$307K -8,107 Closed
SGA
1595
Sustainable Growth Advisers
Connecticut
– -$71.1M -1,877,109 Closed
Capital Fund Management (CFM)
1596
Capital Fund Management (CFM)
France
– -$67.8M -1,788,599 Closed
FCBT
1597
First Citizens Bank & Trust
North Carolina
– -$13.7M -360,787 Closed
TCSAM
1598
Tyrus Capital S.A.M.
Monaco
– -$8.14M -215,000 Closed
PP
1599
Paloma Partners
Connecticut
– -$5.91M -156,100 Closed
Capstone Investment Advisors
1600
Capstone Investment Advisors
New York
– -$5.29M -139,552 Closed
62 63
64
65 66