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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 %
SC
451
Saiers Capital
New York
$8.36M +$4.82M +114,150 +136%
LMGAM
452
Liberty Mutual Group Asset Management
Massachusetts
$8.29M +$205K +4,854 +3%
ACA
453
Anchor Capital Advisors
Massachusetts
$8.27M +$99.3K +2,351 +1%
ELC
454
Edgar Lomax Company
Virginia
$8.24M +$947K +22,420 +13%
FCMC
455
Founders Capital Management (Connecticut)
Connecticut
$8.23M +$200K +4,746 +2%
CIA
456
Capital Investment Advisors
Georgia
$8.21M +$143K +3,389 +2%
MIH
457
Madison Investment Holdings
Wisconsin
$8.21M +$2.19M +51,818 +36%
GJIC
458
Gamble Jones Investment Counsel
California
$8.14M +$234K +5,537 +3%
PSUF
459
People's United Financial
Connecticut
$8.13M -$52.3K -1,238 -0.6%
MHIC
460
Marble Harbor Investment Counsel
Massachusetts
$8.06M +$175K +4,155 +2%
RSVP
461
Ramsay Stattman Vela & Price
Colorado
$8.04M +$409K +9,684 +5%
MCM
462
Monarch Capital Management
Indiana
$8M -$104K -2,465 -1%
TAM
463
Timucuan Asset Management
Florida
$7.99M – – –
PA
464
Profund Advisors
Maryland
$7.91M +$2.13M +50,465 +37%
OC
465
Oppenheimer & Co
New York
$7.87M -$380K -9,004 -5%
SC
466
SouthState Corp
Florida
$7.85M -$469K -11,103 -6%
BMO
467
Beck Mack & Oliver
New York
$7.81M -$438K -10,365 -5%
PAMG
468
Patton Albertson Miller Group
Tennessee
$7.8M -$37.5K -889 -0.5%
GIP
469
Greatmark Investment Partners
Georgia
$7.79M -$11.8K -279 -0.2%
CAMI
470
Concord Asset Management (Illinois)
Illinois
$7.77M -$244K -5,785 -3%
MCTIC
471
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.76M -$253K -6,000 -3%
CB
472
Chemical Bank
Michigan
$7.66M +$2.37M +56,222 +45%
PCA
473
Personal Capital Advisors
California
$7.65M +$1.41M +33,505 +23%
PP
474
Patten & Patten
Tennessee
$7.61M +$165K +3,916 +2%
SCM
475
Stonebridge Capital Management
California
$7.6M -$621K -14,700 -8%
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