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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 %
SW
326
SVB Wealth
Massachusetts
$17.3M +$17.3M +409,104 New
FWIA
327
Fort Washington Investment Advisors
Ohio
$17.1M -$7.78M -184,251 -31%
KWILP
328
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.1M -$1.3M -30,906 -7%
ACM
329
Academy Capital Management
Texas
$17M +$45.9K +1,088 +0.3%
O
330
OppenheimerFunds
New York
$17M -$1.91M -45,130 -10%
Robeco Institutional Asset Management
331
Robeco Institutional Asset Management
Netherlands
$16.9M -$11.4M -269,763 -40%
MIM
332
Marco Investment Management
Georgia
$16.8M -$233K -5,530 -1%
Nomura Holdings
333
Nomura Holdings
Japan
$16.7M +$11.6M +275,463 +228%
MME
334
Meag Munich Ergo
Germany
$16.6M +$9.03M +211,564 +119%
AAC
335
Asset Advisors Corp
Georgia
$16.5M -$41K -970 -0.2%
GL
336
GLG LLC
New York
$16.4M -$47.7K -1,130 -0.3%
DP
337
Dearborn Partners
Illinois
$16M -$1.33M -31,521 -8%
JGUA
338
John G. Ullman & Associates
New York
$15.9M -$183K -4,325 -1%
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$15.9M -$116K -2,750 -0.7%
Marshall Wace
340
Marshall Wace
United Kingdom
$15.8M +$15.4M +363,622 +3,854%
MTC
341
McDaniel Terry & Co
Texas
$15.7M +$246K +5,831 +2%
EHC
342
Everett Harris & Co
California
$15.6M -$895K -21,204 -5%
CPSAC
343
Chas P. Smith & Associates (CPS)
Florida
$15.5M +$1.43M +33,892 +10%
SAM
344
Silvercrest Asset Management
New York
$15.4M -$17.5K -415 -0.1%
BKBG
345
BHF Kleinwort Benson Group
Belgium
$15.2M +$8.61M +204,011 +130%
WT
346
Whittier Trust
California
$15.2M -$540K -12,796 -3%
SAM
347
Securian Asset Management
Minnesota
$15.1M +$305K +7,223 +2%
NLGIA
348
Nippon Life Global Investors Americas
New York
$14.9M +$255K +6,050 +2%
HHAA
349
Henry H. Armstrong Associates
Pennsylvania
$14.7M -$206K -4,877 -1%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$14.6M -$1.13M -26,866 -7%
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