KO icon

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 %
TMAM
426
Tokio Marine Asset Management
Japan
$9.54M +$205K +4,849 +2%
SAA
427
Southeast Asset Advisors
Georgia
$9.49M -$35.1K -831 -0.4%
KAS
428
Kemnay Advisory Services
New York
$9.42M – – –
DSI
429
Daiwa SB Investments
Japan
$9.42M +$8.81M +208,600 +1,447%
LIA
430
LS Investment Advisors
Michigan
$9.41M -$237K -5,614 -2%
UB
431
UMB Bank
Missouri
$9.25M -$283K -6,712 -3%
PI
432
Putnam Investments
Massachusetts
$9.23M -$2.8M -66,427 -23%
UAM
433
UAS Asset Management
New York
$9.2M +$235K +5,575 +3%
TNBTD
434
Trustmark National Bank Trust Department
Mississippi
$9.15M -$278K -6,577 -3%
BHIA
435
Birch Hill Investment Advisors
Massachusetts
$9.11M -$2M -47,330 -18%
HAM
436
Highstreet Asset Management
Ontario, Canada
$8.99M -$460K -10,899 -5%
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$8.94M +$3.65M +86,388 +69%
WF
438
WealthTrust Fairport
Ohio
$8.91M -$1.31K -31 -0%
PCMK
439
Paragon Capital Management (Kansas)
Kansas
$8.87M +$299K +7,088 +3%
UFF
440
USA Financial Formulas
Michigan
$8.82M +$8.82M +208,906 New
PI
441
Placemark Investments
Illinois
$8.82M +$480K +11,384 +6%
SLI
442
Sumitomo Life Insurance
Japan
$8.8M -$507K -12,019 -5%
PL
443
Parkwood LLC
Ohio
$8.76M +$8.76M +207,424 New
BSPF
444
British Steel Pension Fund
United Kingdom
$8.73M +$3.21M +76,000 +58%
GRQ
445
Gardner Russo & Quinn
Pennsylvania
$8.61M -$51.5K -1,220 -0.6%
FLII
446
First Long Island Investors
New York
$8.59M +$183K +4,325 +2%
BOH
447
Bank of Hawaii
Hawaii
$8.56M -$360K -8,515 -4%
JEW
448
Jamison Eaton & Wood
New Jersey
$8.53M -$567K -13,420 -6%
IC
449
InterOcean Capital
Illinois
$8.52M +$651K +15,424 +8%
CDH
450
Charles D. Hyman
$8.49M -$69.7K -1,650 -0.8%
16 17
18
19 20