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 %
TCT
476
TIAA CREF Trust
Missouri
$7.58M -$638K -15,115 -8%
KCM
477
Kanawha Capital Management
Virginia
$7.58M +$9.5K +225 +0.1%
GHA
478
Garcia Hamilton & Associates
Texas
$7.53M -$2.96M -70,221 -28%
AAM
479
AR Asset Management
California
$7.5M -$63.3K -1,500 -0.8%
CCM
480
Covington Capital Management
California
$7.49M -$656K -15,540 -8%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$7.48M -$156K -3,690 -2%
DL
482
Delta Lloyd
Netherlands
$7.39M +$506K +11,977 +7%
SI
483
Stephens Inc
Arkansas
$7.36M +$165K +3,902 +2%
HAI
484
Hennessy Advisors Inc
California
$7.35M +$1.21M +28,650 +20%
AIMCA
485
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.32M +$7.32M +173,300 New
MA
486
Marshwinds Advisory
Georgia
$7.3M -$11.8K -280 -0.2%
FSC
487
Fiduciary Services Corp
Georgia
$7.26M -$124K -2,934 -2%
BFIM
488
Beese Fulmer Investment Management
Ohio
$7.23M -$21.1K -500 -0.3%
TCM
489
Twin Capital Management
Pennsylvania
$7.21M -$1.11M -26,270 -13%
GLRA
490
Gerald L. Ray & Associates
Texas
$7.2M -$281K -6,647 -4%
AW
491
ACG Wealth
Georgia
$7.13M +$7.52K +178 +0.1%
RBC
492
Ronald Blue & Co
Georgia
$7.12M +$2.9M +68,652 +69%
GIM
493
Gyrus Investment Management
Ontario, Canada
$7.11M +$436K +10,325 +7%
CPIM
494
Columbia Partners Investment Management
Virginia
$7.05M -$563K -13,346 -7%
CA
495
CapWealth Advisors
Tennessee
$6.87M +$286K +6,767 +4%
BC
496
Brookfield Corp
Ontario, Canada
$6.83M – – –
FSA
497
Financial Sense Advisors
California
$6.77M +$2.83M +67,071 +72%
WCM
498
Wallace Capital Management
Texas
$6.73M +$19.6K +464 +0.3%
STI
499
Susquehanna Trust & Investment
Pennsylvania
$6.72M -$1.51M -35,668 -18%
VC
500
V2 Capital
Illinois
$6.7M -$223K -5,277 -3%
18 19
20
21 22