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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 %
MA
351
Montag & Associates
Georgia
$13.7M +$1.78M +46,091 +15%
Connor, Clark & Lunn Investment Management (CC&L)
352
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.6M +$845K +19,800 +7%
PRA
353
Parametric Risk Advisors
Connecticut
$13.6M – – –
CC
354
Capital Counsel
New York
$13.6M -$1.04M -26,855 -7%
RG
355
Rathbones Group
United Kingdom
$13.3M -$549K -14,190 -4%
GIP
356
Greatmark Investment Partners
Georgia
$13.2M -$250K -6,454 -2%
QBFM
357
QS Batterymarch Financial Management
New York
$13.1M +$1.91M +49,391 +17%
SAM
358
Securian Asset Management
Minnesota
$13.1M -$14.8K -384 -0.1%
Fiera Capital (Canada)
359
Fiera Capital (Canada)
Quebec, Canada
$13.1M -$31.5M -815,480 -71%
EB
360
Eastern Bank
Massachusetts
$12.8M -$611K -15,812 -5%
HIMC
361
Heritage Investors Management Corp
Maryland
$12.6M +$534K +13,805 +4%
WPC
362
Waters Parkerson & Co
Louisiana
$12.3M -$62.2K -1,608 -0.5%
PI
363
Putnam Investments
Massachusetts
$12.3M -$4.52M -117,018 -27%
BHIA
364
Birch Hill Investment Advisors
Massachusetts
$12.3M -$3M -77,545 -20%
KRS
365
Kentucky Retirement Systems
Kentucky
$12.1M +$20.9K +541 +0.2%
BHC
366
Bowen Hanes & Co
Florida
$12.1M -$1.93M -50,000 -14%
AAM
367
Advisors Asset Management
Colorado
$12.1M +$755K +19,521 +7%
GHA
368
Garcia Hamilton & Associates
Texas
$12.1M -$825K -21,331 -6%
CCM
369
Cadence Capital Management
Massachusetts
$12.1M -$14.9M -386,051 -55%
V
370
Veritable
Delaware
$12M +$242K +6,247 +2%
AT
371
Arvest Trust
Oklahoma
$11.9M -$131K -3,220 -1%
JPMPWA
372
J.P. Morgan Private Wealth Advisors
California
$11.8M +$893K +23,096 +8%
UCFA
373
United Capital Financial Advisors
Texas
$11.8M +$5.56M +143,948 +90%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$11.6M -$209K -5,400 -2%
ADEF
375
Adams Diversified Equity Fund
Maryland
$11.6M – – –
13 14
15
16 17