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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 %
AAM
476
AR Asset Management
California
$6.95M +$7.73K +200 +0.1%
BOTW
477
Bank of the West
California
$6.95M +$145K +3,757 +2%
CC
478
Curian Capital
Colorado
$6.92M +$467K +12,092 +7%
TCM
479
Twin Capital Management
Pennsylvania
$6.84M -$333K -8,620 -5%
KCM
480
Kanawha Capital Management
Virginia
$6.82M -$76.5K -1,980 -1%
First Trust Advisors
481
First Trust Advisors
Illinois
$6.74M +$383K +9,917 +6%
VC
482
V2 Capital
Illinois
$6.72M +$465K +12,040 +7%
MA
483
Marshwinds Advisory
Georgia
$6.7M +$609K +15,741 +10%
Thrivent Financial for Lutherans
484
Thrivent Financial for Lutherans
Minnesota
$6.68M -$921K -23,825 -12%
FCMC
485
Founders Capital Management (Connecticut)
Connecticut
$6.67M +$508K +13,147 +8%
NEI
486
Northwest & Ethical Investments
Ontario, Canada
$6.61M +$1.6M +41,500 +32%
CICI
487
Capital Investment Counsel Inc
North Carolina
$6.6M +$1.19M +30,875 +22%
BFIM
488
Beese Fulmer Investment Management
Ohio
$6.58M +$12.4K +320 +0.2%
OPCM
489
Osborne Partners Capital Management
California
$6.58M -$52.2K -1,350 -0.8%
ELC
490
Edgar Lomax Company
Virginia
$6.5M +$273K +7,050 +4%
AIM
491
abrdn Investment Management
United Kingdom
$6.48M -$576K -14,900 -8%
LI
492
LMCG Investments
Massachusetts
$6.48M -$64.6K -1,671 -1%
AW
493
ACG Wealth
Georgia
$6.47M -$1.53M -39,587 -19%
WTC
494
WhitTier Trust Company
Nevada
$6.44M -$56.2K -1,455 -0.9%
CWA
495
Constellation Wealth Advisors
New York
$6.43M +$71.5K +1,850 +1%
PFM
496
Parsec Financial Management
North Carolina
$6.3M +$1M +25,935 +19%
LBC
497
Lowe Brockenbrough & Co
Virginia
$6.28M +$67.7K +1,750 +1%
BC
498
Brookfield Corp
Ontario, Canada
$6.25M – – –
HAM
499
Highstreet Asset Management
Ontario, Canada
$6.23M -$413K -10,683 -6%
SCM
500
Suffolk Capital Management
New York
$6.21M +$1.18M +30,600 +24%
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