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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 %
BF
401
BOK Financial
Oklahoma
$10.7M +$1.48M +36,594 +16%
KRS
402
Kentucky Retirement Systems
Kentucky
$10.7M -$1.16M -28,546 -10%
BHC
403
Bowen Hanes & Co
Florida
$10.7M – – –
RJFSA
404
Raymond James Financial Services Advisors
Florida
$10.7M +$344K +8,494 +3%
CTC
405
Central Trust Company
Missouri
$10.5M +$179K +4,411 +2%
GIA
406
Granite Investment Advisors
New Hampshire
$10.5M +$230K +5,670 +2%
IP
407
Interval Partners
New York
$10.4M +$10.4M +255,974 New
Creative Planning
408
Creative Planning
Kansas
$10.4M -$79.4K -1,957 -0.8%
AMI
409
Amica Mutual Insurance
Rhode Island
$10.3M – – –
MIH
410
Madison Investment Holdings
Wisconsin
$10.2M +$2.35M +57,860 +30%
DCLA
411
Douglas C. Lane & Associates
New York
$10.2M -$2.29M -56,569 -18%
SBCM
412
Schwerin Boyle Capital Management
Massachusetts
$10.2M -$174K -4,300 -2%
HPC
413
HM Payson & Co
Maine
$10.1M -$165K -4,072 -2%
CIM
414
Contravisory Investment Management
Massachusetts
$9.87M +$383K +9,437 +4%
RP
415
Rowlandmiller & Partners
Georgia
$9.85M -$99.1K -2,441 -1%
CP
416
Coho Partners
Pennsylvania
$9.76M -$609K -15,008 -6%
ABC
417
Associated Banc-Corp
Wisconsin
$9.48M -$213K -5,245 -2%
CCT
418
Chemung Canal Trust
New York
$9.39M +$15.6K +385 +0.2%
First Trust Advisors
419
First Trust Advisors
Illinois
$9.37M -$14.7M -362,781 -61%
B
420
Barings
North Carolina
$9.36M -$957K -23,600 -9%
PG
421
PEAK6 Group
Illinois
$9.35M +$9.35M +230,585 New
CTA
422
Chesley Taft & Associates
Illinois
$9.3M +$62.9K +1,550 +0.7%
GI
423
Gradient Investments
Minnesota
$9.28M +$3.44M +84,929 +59%
William Blair & Company
424
William Blair & Company
Illinois
$9.28M -$308K -7,590 -3%
HCMNY
425
Howard Capital Management (New York)
New York
$9.24M +$70.1K +1,728 +0.8%
15 16
17
18 19