KO icon

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 %
HT
401
HighTower Trust
Texas
$9.91M +$102K +2,630 +1%
HB
402
Homrich & Berg
Georgia
$9.84M +$406K +10,508 +4%
CCT
403
Chemung Canal Trust
New York
$9.69M -$479K -12,385 -5%
STC
404
SEI Trust Company
Pennsylvania
$9.68M -$574K -14,835 -6%
PP
405
Palladium Partners
Virginia
$9.66M -$59.1K -1,528 -0.6%
BUB
406
BBVA USA Bancshares
Texas
$9.65M -$2.84M -73,568 -23%
UB
407
UMB Bank
Missouri
$9.59M -$164K -4,242 -2%
LIA
408
LS Investment Advisors
Michigan
$9.57M +$1.47M +37,922 +18%
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$9.54M +$813K +21,023 +9%
SLI
410
Sumitomo Life Insurance
Japan
$9.51M -$984K -25,452 -9%
CC
411
Cannell & Co
New York
$9.51M +$9.51M +245,982 New
RJFSA
412
Raymond James Financial Services Advisors
Florida
$9.46M +$333K +8,604 +4%
SIA
413
Sit Investment Associates
Minnesota
$9.45M -$2.86M -73,900 -23%
LM
414
Lincluden Management
Ontario, Canada
$9.41M +$8.3M +214,730 +752%
PRC
415
Platte River Capital
Colorado
$9.32M +$673K +17,400 +8%
GIA
416
Granite Investment Advisors
New Hampshire
$9.16M +$127K +3,285 +1%
HCMNY
417
Howard Capital Management (New York)
New York
$9.15M +$98.9K +2,557 +1%
HCM
418
Huber Capital Management
California
$9.13M +$352K +9,100 +4%
CAM
419
Centre Asset Management
New York
$9.1M -$7.59M -196,460 -45%
SAA
420
Southeast Asset Advisors
Georgia
$9.03M -$199K -5,135 -2%
LIC
421
Lodestar Investment Counsel
Illinois
$8.91M +$126K +3,254 +1%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$8.9M +$1.73M +44,862 +24%
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$8.89M -$785K -20,301 -8%
OC
424
Oppenheimer & Co
New York
$8.88M +$199K +5,143 +2%
JEW
425
Jamison Eaton & Wood
New Jersey
$8.86M -$460K -11,890 -5%
15 16
17
18 19