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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 %
Natixis Advisors
301
Natixis Advisors
Massachusetts
$20.6M +$3.07M +72,750 +17%
Connor, Clark & Lunn Investment Management (CC&L)
302
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.3M -$1.66M -39,300 -8%
VDI
303
Vaughan David Investments
Illinois
$20.2M +$379K +8,978 +2%
NMERB
304
New Mexico Educational Retirement Board
New Mexico
$20.2M -$2.11M -49,900 -9%
JPMPWA
305
J.P. Morgan Private Wealth Advisors
California
$20.1M +$128K +3,035 +0.6%
WAM
306
World Asset Management
Michigan
$19.9M -$4.14M -98,178 -17%
AAM
307
Advisors Asset Management
Colorado
$19.9M +$2.34M +55,392 +13%
PTC
308
Petrus Trust Company
Texas
$19.7M – – –
IIM
309
Intact Investment Management
Quebec, Canada
$19.6M +$8.4M +199,000 +75%
MOACM
310
Mutual of America Capital Management
New York
$19.3M +$126K +2,973 +0.7%
CFB
311
Cullen/Frost Bankers
Texas
$19.2M +$2.37M +56,237 +14%
SPC
312
Stewart & Patten Company
California
$18.9M -$79.1K -1,874 -0.4%
LS
313
Livforsakringsbolaget Skandia
Sweden
$18.8M -$5.53M -131,000 -23%
HNB
314
Huntington National Bank
Ohio
$18.7M -$265K -6,284 -1%
CC
315
Carlson Capital
Texas
$18.5M +$18.5M +438,200 New
GIM
316
Greylin Investment Management
Virginia
$18.3M -$196K -4,650 -1%
WB
317
WesBanco Bank
West Virginia
$18.2M -$397K -9,395 -2%
OI
318
Oakbrook Investments
Illinois
$18.2M +$4.91M +116,200 +37%
AT
319
AMF Tjänstepension
Sweden
$18.1M +$18.1M +428,700 New
GT
320
Glenview Trust
Kentucky
$18M +$18M +427,390 New
LTFS
321
Ladenburg Thalmann Financial Services
Florida
$17.9M +$5.25M +124,377 +41%
American Century Companies
322
American Century Companies
Missouri
$17.8M +$2.59M +61,263 +17%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$17.7M -$3.08M -72,865 -15%
PIM
324
Perkins Investment Management
Illinois
$17.6M +$5.81M +137,707 +49%
ISL
325
Ingalls & Snyder LLC
New York
$17.3M -$227K -5,381 -1%
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