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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 %
CP
426
Coho Partners
Pennsylvania
$8.84M +$623K +16,114 +8%
PA
427
Pinnacle Associates
New York
$8.79M -$1.54M -39,732 -15%
UAM
428
UAS Asset Management
New York
$8.75M -$878K -22,705 -9%
CCM
429
Covington Capital Management
California
$8.73M -$16.5K -426 -0.2%
PG
430
PEAK6 Group
Illinois
$8.71M -$430K -11,118 -5%
SC
431
Sculptor Capital
New York
$8.7M +$5.24M +135,603 +152%
CAI
432
Capital Advisors Inc
Oklahoma
$8.61M +$8.19M +211,730 +1,915%
LTI
433
Laffer Tengler Investments
Tennessee
$8.56M +$18.2K +470 +0.2%
BOH
434
Bank of Hawaii
Hawaii
$8.51M -$284K -7,342 -3%
UOC
435
UBS O'Connor
Illinois
$8.51M -$50.3M -1,300,000 -86%
WF
436
WealthTrust Fairport
Ohio
$8.39M -$135K -3,499 -2%
BAM
437
Barrett Asset Management
New York
$8.38M -$574K -14,835 -6%
CAN
438
Cetera Advisor Networks
California
$8.37M +$1.5M +38,796 +22%
IA
439
Icon Advisers
Colorado
$8.28M – – –
CCM
440
Chilton Capital Management
Texas
$8.07M -$169K -4,378 -2%
CA
441
CapWealth Advisors
Tennessee
$8.06M -$371K -9,600 -4%
GRQ
442
Gardner Russo & Quinn
Pennsylvania
$8.03M +$170K +4,390 +2%
BMO
443
Beck Mack & Oliver
New York
$7.99M -$169K -4,367 -2%
CDH
444
Charles D. Hyman
$7.95M +$8.7K +225 +0.1%
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$7.92M +$3.75M +97,052 +90%
Creative Planning
446
Creative Planning
Kansas
$7.84M +$820K +21,203 +12%
MCM
447
Monarch Capital Management
Indiana
$7.8M -$60.9K -1,576 -0.8%
FHA
448
First Horizon Advisors
Tennessee
$7.79M -$4.52K -117 -0.1%
ACA
449
Anchor Capital Advisors
Massachusetts
$7.76M -$102K -2,642 -1%
MCTIC
450
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.74M -$69.6K -1,800 -0.9%
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