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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 %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.5M -$562K -13,303 -4%
Parallax Volatility Advisers
352
Parallax Volatility Advisers
California
$14.4M +$10.3M +243,803 +249%
HIMC
353
Heritage Investors Management Corp
Maryland
$14.4M +$515K +12,190 +4%
EB
354
Eastern Bank
Massachusetts
$14.4M +$227K +5,371 +2%
EGA
355
Eagle Global Advisors
Texas
$14.4M +$5.02M +118,868 +54%
FT
356
Fiduciary Trust
Massachusetts
$14.3M -$413K -9,780 -3%
WDA
357
Wendell David Associates
New Hampshire
$14.2M -$258K -6,150 -2%
SIM
358
Sentry Investment Management
Wisconsin
$14.2M +$1.12M +26,595 +9%
CC
359
Capital Counsel
New York
$13.7M -$65.9K -1,560 -0.5%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$13.6M +$6.21M +146,670 +84%
PRA
361
Parametric Risk Advisors
Connecticut
$13.6M -$1.28M -30,285 -9%
RG
362
Rathbones Group
United Kingdom
$13.6M -$1.59M -37,724 -11%
UCFA
363
United Capital Financial Advisors
Texas
$13.5M +$1.6M +38,013 +13%
ACP
364
Arrowgrass Capital Partners
United Kingdom
$13.5M +$13.5M +318,750 New
CTI
365
Community Trust & Investment
Kentucky
$13.5M -$4.03M -95,363 -23%
CIC
366
Chilton Investment Company
Connecticut
$13.4M -$1.5M -35,587 -10%
ABTD
367
Arvest Bank Trust Division
Oklahoma
$13.4M +$218K +4,854 +2%
CCM
368
Cadence Capital Management
Massachusetts
$13.3M -$1.09M -25,820 -8%
FBNAT
369
FirstMerit Bank N.A. Trustee
Ohio
$13.1M -$1.83M -43,281 -12%
DCLA
370
Douglas C. Lane & Associates
New York
$13M -$3.82M -90,587 -23%
SFM
371
Stack Financial Management
Montana
$13M +$209K +4,950 +2%
VDBMI
372
Van Den Berg Management I
Texas
$13M +$12.2M +288,762 +1,600%
HSA
373
Hussman Strategic Advisors
Maryland
$12.8M +$12.6M +297,800 +4,963%
ADEF
374
Adams Diversified Equity Fund
Maryland
$12.7M – – –
BPBT
375
Boston Private Bank & Trust
Massachusetts
$12.6M -$510K -12,084 -4%
13 14
15
16 17