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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 %
SIC
501
Salem Investment Counselors
North Carolina
$6.21M -$464K -12,000 -7%
MWR
502
McAdams Wright Ragen
Washington
$6.19M +$182K +4,718 +3%
BM
503
Bislett Management
California
$6.19M – – –
WRM
504
Weybosset Research & Management
Rhode Island
$6.16M -$367K -9,495 -6%
LI
505
Lafayette Investments
Maryland
$6.13M +$963K +24,900 +19%
BC
506
Bartlett & Co
Ohio
$6.12M -$10.5K -272 -0.2%
RBA
507
Richard Bernstein Advisors
New York
$6.11M +$1.47M +37,989 +32%
AIP
508
Ameritas Investment Partners
Nebraska
$6.08M -$176K -4,548 -3%
PDN
509
Pensionfund DSM Netherlands
Netherlands
$6.07M -$595K -15,395 -9%
ACM
510
Azimuth Capital Management
Michigan
$6.07M +$186K +4,822 +3%
CONA
511
Capital One National Association
New York
$6.06M -$4.87K -126 -0.1%
KFS
512
KMS Financial Services
Washington
$6.02M -$61.4K -1,588 -1%
MIH
513
Madison Investment Holdings
Wisconsin
$5.98M +$141K +3,654 +2%
GIM
514
Gyrus Investment Management
Ontario, Canada
$5.92M -$270K -6,325 -4%
SGCA
515
Steel Grove Capital Advisors
Tennessee
$5.9M – – –
AL
516
Agran Libbie
California
$5.9M +$50K +1,294 +0.9%
GAM
517
Griffin Asset Management
New York
$5.85M -$584K -15,095 -9%
MCM
518
Murphy Capital Management
New Jersey
$5.83M +$13.1K +338 +0.2%
Balyasny Asset Management
519
Balyasny Asset Management
Illinois
$5.83M -$45.3M -1,172,257 -89%
CL
520
CFS LLC
Oklahoma
$5.8M – – –
PP
521
PDT Partners
New York
$5.72M +$5.72M +147,929 New
BFIC
522
Bedell Frazier Investment Counselling
California
$5.69M -$152K -3,930 -3%
FIM
523
Frontier Investment Management
Texas
$5.68M +$141K +3,739 +3%
BST
524
Bath Savings Trust
Maine
$5.65M +$1.16K +30 +0%
FTIOP
525
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.65M -$102K -2,635 -2%
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