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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 %
PP
376
Patten & Patten
Tennessee
$11.6M -$327K -8,451 -3%
MME
377
Meag Munich Ergo
Germany
$11.5M -$2.19M -56,505 -16%
BAM
378
Berkshire Asset Management
Pennsylvania
$11.4M +$410K +10,595 +4%
SFM
379
Stack Financial Management
Montana
$11.3M -$35.5K -919 -0.3%
Baillie Gifford & Co
380
Baillie Gifford & Co
United Kingdom
$11.3M +$11.3M +292,710 New
LTFS
381
Ladenburg Thalmann Financial Services
Florida
$11.3M +$1.03M +26,652 +10%
TAM
382
Taurus Asset Management
New York
$11.2M +$1.36M +35,300 +14%
B
383
Barings
North Carolina
$11M +$2.47M +63,800 +29%
William Blair & Company
384
William Blair & Company
Illinois
$11M -$1.02M -26,460 -9%
DC
385
Deere & Company
Illinois
$11M -$2M -51,633 -15%
FCAM
386
F&C Asset Management
United Kingdom
$10.9M +$751K +19,434 +7%
AC
387
Allstate Corporation
Illinois
$10.8M +$5.57M +144,070 +107%
CAM
388
Cypress Asset Management
Texas
$10.7M -$2.29M -59,205 -18%
CTI
389
Community Trust & Investment
Kentucky
$10.7M +$8.85M +228,947 +484%
EGA
390
Eagle Global Advisors
Texas
$10.6M -$443K -11,459 -4%
SBCM
391
Schwerin Boyle Capital Management
Massachusetts
$10.4M +$174K +4,500 +2%
CTC
392
Central Trust Company
Missouri
$10.3M -$394K -10,183 -4%
SIM
393
Sentry Investment Management
Wisconsin
$10.3M +$155K +4,000 +2%
CEP
394
Chicago Equity Partners
Illinois
$10.3M -$2.28M -58,910 -18%
AMI
395
Amica Mutual Insurance
Rhode Island
$10.2M – – –
HPC
396
HM Payson & Co
Maine
$10.1M -$7.73K -200 -0.1%
GGI
397
Godsey & Gibb Inc
Virginia
$10M +$181K +4,679 +2%
TMAM
398
Tokio Marine Asset Management
Japan
$10M -$522K -13,507 -5%
PI
399
Placemark Investments
Illinois
$9.98M -$2.92M -75,584 -23%
BF
400
BOK Financial
Oklahoma
$9.94M +$90.8K +2,348 +0.9%
14 15
16
17 18