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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Schwartz Investment Counsel
Michigan
$27.7M -$410K -9,700 -1%
BAPIM
252
British Airways Pensions Investment Management
United Kingdom
$27.6M +$27.6M +653,220 New
HighTower Advisors
253
HighTower Advisors
Illinois
$27.5M +$2.18M +51,559 +9%
B
254
BP
United Kingdom
$27.3M +$4.52M +107,000 +20%
WAM
255
Wolverine Asset Management
Illinois
$27.1M +$27.1M +641,978 New
CIC
256
Crawford Investment Counsel
Georgia
$27M +$3.87M +91,690 +17%
YL
257
YCG LLC
Texas
$27M +$710K +16,809 +3%
MIS
258
Morningstar Investment Services
Illinois
$26.7M +$2.56M +60,750 +11%
VRS
259
Virginia Retirement Systems
Virginia
$26.6M +$290K +6,867 +1%
ORIO
260
Old Republic International (ORI)
Illinois
$26.5M – – –
Truist Financial
261
Truist Financial
North Carolina
$26.2M -$3.78M -89,551 -13%
FIM
262
Foresters Investment Management
New York
$26M -$4.69M -111,200 -15%
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$25.6M +$1.43M +33,862 +6%
AIA
264
Avalon Investment & Advisory
Texas
$25.5M +$1.17M +27,627 +5%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$25.5M +$8.44K +200 +0%
ESBC
266
E.S. Barr & Co
Kentucky
$25.4M -$177K -4,200 -0.7%
GG
267
Gofen & Glossberg
Illinois
$25.3M +$38.4K +909 +0.2%
DT
268
Diversified Trust
Tennessee
$25.2M +$25.2M +597,123 New
PP
269
Prospector Partners
Connecticut
$25.2M -$10.4M -245,350 -29%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$25.2M -$2.63M -62,423 -9%
First Trust Advisors
271
First Trust Advisors
Illinois
$25.1M +$17.7M +418,563 +239%
BBHC
272
Brown Brothers Harriman & Co
New York
$25M -$12.8M -303,714 -34%
MHC
273
Meyer Handelman Company
New York
$24.9M – – –
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$24.7M -$84.5K -2,000 -0.3%
AI
275
Analytic Investors
California
$24.7M +$5.41M +128,078 +28%
9 10
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