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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
376
FirstMerit Bank N.A. Trustee
Ohio
$12.2M -$414K -10,217 -3%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.2M -$1.74M -42,938 -13%
ADEF
378
Adams Diversified Equity Fund
Maryland
$12.2M – – –
CC
379
Cannell & Co
New York
$12.1M +$65.9K +1,625 +0.5%
BAM
380
Berkshire Asset Management
Pennsylvania
$12.1M +$769K +18,974 +7%
WPC
381
Waters Parkerson & Co
Louisiana
$11.9M +$301K +7,429 +3%
DC
382
Deere & Company
Illinois
$11.9M +$168K +4,135 +1%
MA
383
Montag & Associates
Georgia
$11.8M -$210K -5,186 -2%
CTI
384
Community Trust & Investment
Kentucky
$11.7M -$1.18M -29,140 -9%
TAM
385
Taurus Asset Management
New York
$11.7M +$107K +2,650 +0.9%
RG
386
Rathbones Group
United Kingdom
$11.7M -$1.37M -33,875 -11%
BPBT
387
Boston Private Bank & Trust
Massachusetts
$11.6M -$530K -13,064 -4%
VDBMI
388
Van Den Berg Management I
Texas
$11.5M -$914K -22,540 -7%
UAM
389
UAS Asset Management
New York
$11.5M +$2.69M +66,450 +31%
V
390
Veritable
Delaware
$11.5M -$175K -4,310 -1%
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$11.5M -$543K -13,400 -5%
CNB
392
City National Bank
California
$11.2M +$1.33M +32,882 +14%
HT
393
HighTower Trust
Texas
$11.1M -$1.7K -42 -0%
HB
394
Homrich & Berg
Georgia
$11M -$209K -5,144 -2%
Macquarie Group
395
Macquarie Group
Australia
$11M +$816K +20,115 +8%
Cambridge Investment Research Advisors
396
Cambridge Investment Research Advisors
Iowa
$11M +$242K +5,965 +2%
BUB
397
BBVA USA Bancshares
Texas
$10.9M -$127K -3,135 -1%
FFIC
398
First Fiduciary Investment Counsel
Ohio
$10.9M +$217K +5,350 +2%
PG
399
Patten Group
Tennessee
$10.9M -$42.9K -1,058 -0.4%
WIC
400
Willis Investment Counsel
Georgia
$10.8M +$243K +6,000 +2%
14 15
16
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