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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 %
K
451
Kemper
Illinois
$7.73M – – –
STI
452
Susquehanna Trust & Investment
Pennsylvania
$7.72M -$2.74M -70,808 -26%
GJIC
453
Gamble Jones Investment Counsel
California
$7.71M +$414K +10,696 +6%
CNB
454
City National Bank
California
$7.64M -$34.4K -889 -0.4%
SC
455
SouthState Corp
Florida
$7.63M -$359K -9,286 -4%
Two Sigma Advisers
456
Two Sigma Advisers
New York
$7.62M -$5.78M -149,400 -43%
APFBOT
457
Amica Pension Fund Board of Trustees
Rhode Island
$7.62M – – –
CAMI
458
Concord Asset Management (Illinois)
Illinois
$7.49M -$23.3K -602 -0.3%
WIC
459
Willis Investment Counsel
Georgia
$7.46M +$723K +18,700 +11%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$7.41M +$150K +3,877 +2%
TAM
461
Timucuan Asset Management
Florida
$7.32M – – –
CIA
462
Capital Investment Advisors
Georgia
$7.31M +$34.3K +886 +0.5%
PCMK
463
Paragon Capital Management (Kansas)
Kansas
$7.3M +$593K +15,351 +9%
PAMG
464
Patton Albertson Miller Group
Tennessee
$7.28M +$88K +2,276 +1%
MHIC
465
Marble Harbor Investment Counsel
Massachusetts
$7.27M +$392K +10,150 +6%
PSUF
466
People's United Financial
Connecticut
$7.23M -$632K -16,347 -8%
SCM
467
Stonebridge Capital Management
California
$7.2M +$111K +2,868 +2%
RSVP
468
Ramsay Stattman Vela & Price
Colorado
$7.17M +$78.9K +2,040 +1%
GLRA
469
Gerald L. Ray & Associates
Texas
$7.14M – – –
CTA
470
Colonial Trust Advisors
South Carolina
$7.13M -$81.2K -2,100 -1%
LMGAM
471
Liberty Mutual Group Asset Management
Massachusetts
$7.06M +$174K +4,505 +3%
FSC
472
Fiduciary Services Corp
Georgia
$7.05M -$71.8K -1,858 -1%
MIS
473
Morningstar Investment Services
Illinois
$7.03M +$1.57M +40,562 +29%
TCT
474
TIAA CREF Trust
Missouri
$7.01M -$1.19M -30,707 -14%
FLII
475
First Long Island Investors
New York
$6.97M +$809K +20,930 +13%
17 18
19
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