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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 %
CIC
326
Chilton Investment Company
Connecticut
$15.6M -$430K -11,111 -3%
ACM
327
Academy Capital Management
Texas
$15.4M +$14.7M +381,469 +2,210%
EHC
328
Everett Harris & Co
California
$15.3M +$116K +2,989 +0.8%
GL
329
GLG LLC
New York
$15.1M +$15.1M +390,227 New
MIM
330
Marco Investment Management
Georgia
$15M +$52.1K +1,348 +0.3%
MAA
331
Matrix Asset Advisors
New York
$15M +$798K +20,644 +6%
WDA
332
Wendell David Associates
New Hampshire
$14.8M -$42.3K -1,085 -0.3%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$14.7M +$2.55M +66,050 +21%
DP
334
Dearborn Partners
Illinois
$14.6M +$959K +24,818 +7%
CFB
335
Cullen/Frost Bankers
Texas
$14.6M -$1.74M -44,986 -11%
WT
336
Whittier Trust
California
$14.6M +$85.1K +2,202 +0.6%
JGUA
337
John G. Ullman & Associates
New York
$14.4M +$1.22M +31,609 +9%
NLGIA
338
Nippon Life Global Investors Americas
New York
$14.4M +$3.67M +94,880 +34%
BMCMI
339
Bryn Mawr Capital Management Inc
Pennsylvania
$14.3M -$6.55M -169,428 -31%
Macquarie Group
340
Macquarie Group
Australia
$14.2M +$1.69M +43,792 +13%
MTC
341
McDaniel Terry & Co
Texas
$14.2M +$84.4K +2,184 +0.6%
SAM
342
Silvercrest Asset Management
New York
$14.2M +$161K +4,168 +1%
ABC
343
Associated Banc-Corp
Wisconsin
$14.1M -$173K -4,484 -1%
BPBT
344
Boston Private Bank & Trust
Massachusetts
$14M -$1.61M -41,671 -10%
HHAA
345
Henry H. Armstrong Associates
Pennsylvania
$14M -$238K -6,152 -2%
VFAM
346
Valley Forge Asset Management
Pennsylvania
$13.9M -$10.2M -263,810 -42%
NG
347
NatWest Group
United Kingdom
$13.9M -$8.24M -213,240 -37%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$13.8M +$2.23M +57,772 +19%
FBNAT
349
FirstMerit Bank N.A. Trustee
Ohio
$13.8M +$178K +4,607 +1%
GHA
350
GW Henssler & Associates
Georgia
$13.8M -$121K -3,133 -0.9%
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