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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 %
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$6.69M -$150K -3,559 -2%
CIM
502
Calvert Investment Management
Maryland
$6.68M +$565K +13,384 +9%
RBA
503
Richard Bernstein Advisors
New York
$6.67M – – –
LI
504
Lafayette Investments
Maryland
$6.64M -$50K -1,184 -0.7%
FNBOO
505
First National Bank of Omaha
Nebraska
$6.64M +$1.04M +24,572 +19%
WTC
506
WhitTier Trust Company
Nevada
$6.6M -$368K -8,705 -5%
MCM
507
Murphy Capital Management
New Jersey
$6.6M +$217K +5,144 +3%
SIC
508
Salem Investment Counselors
North Carolina
$6.52M +$3.93K +93 +0.1%
Fiera Capital (Canada)
509
Fiera Capital (Canada)
Quebec, Canada
$6.47M +$2.49M +59,021 +63%
SCM
510
Suffolk Capital Management
New York
$6.46M -$179K -4,239 -3%
FTIOP
511
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.46M +$102K +2,414 +2%
APFBOT
512
Amica Pension Fund Board of Trustees
Rhode Island
$6.43M – – –
PA
513
Pinnacle Associates
New York
$6.4M -$2.49M -59,059 -28%
FCI
514
Financial Counselors Inc
Kansas
$6.36M +$1.77M +41,884 +38%
BM
515
Bislett Management
California
$6.33M -$422K -10,000 -6%
GE
516
General Electric
Ohio
$6.32M +$6.32M +149,723 New
LBC
517
Lowe Brockenbrough & Co
Virginia
$6.31M -$414K -9,800 -6%
AL
518
Agran Libbie
California
$6.29M -$19.1K -453 -0.3%
CONA
519
Capital One National Association
New York
$6.27M -$52.3K -1,240 -0.8%
PFM
520
Parsec Financial Management
North Carolina
$6.27M -$82.6K -1,957 -1%
LC
521
Lincoln Capital
Nebraska
$6.26M +$6.26M +148,339 New
CGT
522
Capital Guardian Trust
California
$6.15M +$88.7K +2,100 +1%
PDN
523
Pensionfund DSM Netherlands
Netherlands
$6.12M -$1.65M -39,000 -21%
NIA
524
Northstar Investment Advisors
Colorado
$6.09M +$83.6K +1,981 +1%
GI
525
Gradient Investments
Minnesota
$6.08M +$16.8K +398 +0.3%
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