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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 %
AMI
401
Amica Mutual Insurance
Rhode Island
$10.8M – – –
CTC
402
Central Trust Company
Missouri
$10.8M +$760K +18,005 +8%
RJFSA
403
Raymond James Financial Services Advisors
Florida
$10.8M +$122K +2,896 +1%
B
404
Barings
North Carolina
$10.7M -$1.42M -33,700 -12%
SC
405
Sculptor Capital
New York
$10.7M +$10.7M +252,845 New
HPC
406
HM Payson & Co
Maine
$10.7M -$128K -3,043 -1%
GIA
407
Granite Investment Advisors
New Hampshire
$10.7M -$193K -4,560 -2%
Macquarie Group
408
Macquarie Group
Australia
$10.6M -$1.01M -23,865 -9%
LM
409
Lincluden Management
Ontario, Canada
$10.5M -$387K -9,175 -4%
RP
410
Rowlandmiller & Partners
Georgia
$10.3M +$10.3M +245,123 New
LIC
411
Lodestar Investment Counsel
Illinois
$10.3M -$82.3K -1,949 -0.8%
CNB
412
City National Bank
California
$10.3M +$183K +4,340 +2%
AF
413
Ally Financial
Michigan
$10.1M -$5.07M -120,000 -33%
ABC
414
Associated Banc-Corp
Wisconsin
$10.1M -$3.23M -76,428 -24%
CAM
415
Centre Asset Management
New York
$10.1M +$2.8M +66,287 +39%
CAM
416
Cypress Asset Management
Texas
$10M -$132K -3,120 -1%
William Blair & Company
417
William Blair & Company
Illinois
$9.98M -$951K -22,526 -9%
CIM
418
Contravisory Investment Management
Massachusetts
$9.87M +$9.87M +233,847 New
CCT
419
Chemung Canal Trust
New York
$9.76M -$1.01M -24,026 -9%
BAM
420
Barrett Asset Management
New York
$9.71M -$14.8K -350 -0.2%
BF
421
BOK Financial
Oklahoma
$9.63M -$2.12M -50,297 -18%
CTA
422
Chesley Taft & Associates
Illinois
$9.61M -$72.2K -1,710 -0.7%
VFAM
423
Valley Forge Asset Management
Pennsylvania
$9.58M -$4.4M -104,186 -31%
PP
424
Palladium Partners
Virginia
$9.58M -$63.5K -1,504 -0.7%
HCMNY
425
Howard Capital Management (New York)
New York
$9.55M -$96K -2,273 -1%
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