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Coca-Cola
KO

Overview Fund Activity

1,570 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 596 increasing their positions, 698 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-19
Holders Change %
-1.2%
% of All Funds
45.38%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.12%
New
68
Increased
596
Reduced
698
Closed
72
Calls
$818M
Puts
$972M
Net Calls
-$154M
Net Calls Change
+$335M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
301
Bridgeway Capital Management
Texas
$18.9M +$606K +15,670 +3%
O
302
OppenheimerFunds
New York
$18.9M -$963K -24,910 -5%
HNB
303
Huntington National Bank
Ohio
$18.7M +$142K +3,670 +0.8%
SIM
304
Sadoff Investment Management
Wisconsin
$18.2M -$314K -8,112 -2%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$18.2M +$163K +4,217 +0.9%
PTC
306
Petrus Trust Company
Texas
$18M +$1.25M +32,300 +7%
WTNA
307
Wilmington Trust National Association
Delaware
$17.8M +$464K +12,004 +3%
1IC
308
1919 Investment Counsel
Maryland
$17.6M -$1.18M -30,651 -6%
SPC
309
Stewart & Patten Company
California
$17.6M -$363K -9,385 -2%
RJT
310
Raymond James Trust
Florida
$17.6M -$104K -2,686 -0.6%
VDI
311
Vaughan David Investments
Illinois
$17.4M +$258K +6,665 +2%
ORIO
312
Old Republic International (ORI)
Illinois
$17.1M +$10.3M +266,000 +151%
CIM
313
Corda Investment Management
Texas
$17M +$2.09M +53,941 +14%
MOACM
314
Mutual of America Capital Management
New York
$17M +$361K +9,336 +2%
KAS
315
Kemnay Advisory Services
New York
$16.8M – – –
GIM
316
Greylin Investment Management
Virginia
$16.7M +$1.79M +46,405 +12%
B
317
BP
United Kingdom
$16.6M – – –
ISL
318
Ingalls & Snyder LLC
New York
$16.6M +$1.04M +27,018 +7%
ICM
319
ICC Capital Management
Florida
$16.4M -$1.9M -49,220 -10%
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.3M +$156K +4,041 +1%
HI
321
Honeywell International
North Carolina
$16.2M -$38.7M -1,000,000 -70%
CTA
322
Chesley Taft & Associates
Illinois
$15.9M -$298K -7,704 -2%
AAM
323
Aberdeen Asset Management
United Kingdom
$15.9M -$69.6K -1,800 -0.4%
AAC
324
Asset Advisors Corp
Georgia
$15.8M -$109K -2,825 -0.7%
FT
325
Fiduciary Trust
Massachusetts
$15.7M -$450K -11,649 -3%
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