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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 %
CC
376
Cannell & Co
New York
$12.6M +$557K +13,185 +5%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$12.5M -$270K -6,400 -2%
MA
378
Montag & Associates
Georgia
$12.5M -$486K -11,520 -4%
KRS
379
Kentucky Retirement Systems
Kentucky
$12.4M -$593K -14,049 -5%
DC
380
Deere & Company
Illinois
$12.2M +$105K +2,482 +0.9%
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
$12.2M +$4.36M +103,150 +56%
V
382
Veritable
Delaware
$12.2M -$4.01M -94,904 -25%
WPC
383
Waters Parkerson & Co
Louisiana
$12.1M -$1.14M -27,051 -9%
TAM
384
Taurus Asset Management
New York
$12.1M -$140K -3,305 -1%
SEI Investments
385
SEI Investments
Pennsylvania
$12.1M +$12.1M +286,345 New
BAM
386
Berkshire Asset Management
Pennsylvania
$11.8M -$188K -4,447 -2%
HB
387
Homrich & Berg
Georgia
$11.7M -$309K -7,328 -3%
BUB
388
BBVA USA Bancshares
Texas
$11.5M -$1.09M -25,765 -9%
HT
389
HighTower Trust
Texas
$11.5M +$929K +22,002 +9%
PG
390
Patten Group
Tennessee
$11.4M +$11.4M +269,018 New
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
$11.3M -$13.6M -321,398 -55%
FCG
392
FrontFour Capital Group
Connecticut
$11.2M +$11.2M +264,844 New
Cambridge Investment Research Advisors
393
Cambridge Investment Research Advisors
Iowa
$11.2M +$101K +2,386 +0.9%
BHC
394
Bowen Hanes & Co
Florida
$11.1M – – –
FFIC
395
First Fiduciary Investment Counsel
Ohio
$11.1M +$1.15M +27,320 +12%
WIC
396
Willis Investment Counsel
Georgia
$11M +$616K +14,600 +6%
Creative Planning
397
Creative Planning
Kansas
$10.9M +$763K +18,066 +8%
CP
398
Coho Partners
Pennsylvania
$10.8M +$644K +15,244 +6%
SBCM
399
Schwerin Boyle Capital Management
Massachusetts
$10.8M -$183K -4,330 -2%
IGIM
400
I.G. Investment Management
Manitoba, Canada
$10.8M +$5.95M +140,936 +123%
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