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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 %
Capital International Investors
26
Capital International Investors
California
$765M +$61.7M +1,461,875 +9%
TCIM
27
TIAA CREF Investment Management
New York
$759M -$53.7M -1,271,419 -7%
Legal & General Group
28
Legal & General Group
United Kingdom
$715M -$15.6M -368,797 -2%
UBS Group
29
UBS Group
Switzerland
$659M +$659M +15,602,322 New
Morgan Stanley
30
Morgan Stanley
New York
$649M -$54.9M -1,300,977 -8%
UBS AM
31
UBS AM
Illinois
$606M +$898K +21,259 +0.1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$560M -$48.3M -1,144,808 -8%
Invesco
33
Invesco
Georgia
$540M +$44.4M +1,052,603 +9%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$526M -$7.25M -171,075 -1%
Charles Schwab
35
Charles Schwab
California
$497M +$37.8M +894,402 +8%
BA
36
BlackRock Advisors
Delaware
$491M -$16.7M -395,030 -3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$476M -$3.98M -94,156 -0.8%
SF
38
Synovus Financial
Georgia
$459M -$27M -640,573 -6%
BlackRock
39
BlackRock
New York
$457M +$29.2M +690,562 +7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$447M -$16M -378,547 -3%
Ameriprise
41
Ameriprise
Minnesota
$438M +$51M +1,207,867 +13%
BIM
42
BlackRock Investment Management
Delaware
$437M +$5.98M +141,544 +1%
Goldman Sachs
43
Goldman Sachs
New York
$437M +$34.6M +818,935 +9%
Fisher Asset Management
44
Fisher Asset Management
Washington
$429M +$892K +21,127 +0.2%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$421M +$52.6M +1,245,000 +14%
CS
46
Credit Suisse
Switzerland
$417M -$57.6M -1,364,502 -12%
MAA
47
Managed Account Advisors
New Jersey
$416M +$17.7M +418,526 +4%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$405M -$2.84M -66,419 -0.7%
APG Asset Management
49
APG Asset Management
Netherlands
$400M +$82.1M +1,944,744 +26%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$393M -$18.7M -442,370 -5%
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