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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
376
Perkins Investment Management
Illinois
$11.9M +$1.74M +40,786 +17%
BF
377
BOK Financial
Oklahoma
$11.9M +$29.6K +693 +0.2%
Macquarie Group
378
Macquarie Group
Australia
$11.7M -$1.74M -40,882 -13%
GGI
379
Godsey & Gibb Inc
Virginia
$11.7M +$481K +11,279 +4%
IIM
380
Intact Investment Management
Quebec, Canada
$11.3M +$5.34M +125,220 +89%
BHC
381
Bowen Hanes & Co
Florida
$11.2M – – –
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$11.2M -$1.36M -31,930 -11%
STC
383
SEI Trust Company
Pennsylvania
$11.2M -$832K -19,510 -7%
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$11.2M +$894K +20,962 +9%
SBCM
385
Schwerin Boyle Capital Management
Massachusetts
$11.1M +$8.53K +200 +0.1%
William Blair & Company
386
William Blair & Company
Illinois
$11M -$484K -11,336 -4%
GIA
387
Granite Investment Advisors
New Hampshire
$11M +$708K +16,605 +7%
LM
388
Lincluden Management
Ontario, Canada
$11M +$39.5K +925 +0.4%
HPC
389
HM Payson & Co
Maine
$10.9M -$147K -3,438 -1%
CCT
390
Chemung Canal Trust
New York
$10.9M +$221K +5,188 +2%
AMI
391
Amica Mutual Insurance
Rhode Island
$10.9M – – –
RJFSA
392
Raymond James Financial Services Advisors
Florida
$10.7M +$176K +4,119 +2%
HT
393
HighTower Trust
Texas
$10.7M -$104K -2,427 -1%
GHA
394
Garcia Hamilton & Associates
Texas
$10.6M -$2.86M -66,932 -21%
WIC
395
Willis Investment Counsel
Georgia
$10.5M – – –
LIC
396
Lodestar Investment Counsel
Illinois
$10.5M +$163K +3,825 +2%
VVP
397
Vulcan Value Partners
Alabama
$10.5M -$31.5M -739,290 -75%
SBAM
398
Santa Barbara Asset Management
California
$10.4M -$115M -2,692,007 -92%
CP
399
Coho Partners
Pennsylvania
$10.3M +$261K +6,128 +3%
CAM
400
Cypress Asset Management
Texas
$10.2M -$705K -16,535 -6%
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16
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