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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
501
CapWealth Advisors
Tennessee
$6.41M -$187K -4,621 -3%
RBA
502
Richard Bernstein Advisors
New York
$6.41M – – –
WTC
503
WhitTier Trust Company
Nevada
$6.33M -$5.84K -144 -0.1%
MCM
504
Murphy Capital Management
New Jersey
$6.32M -$18.2K -448 -0.3%
TCM
505
Twin Capital Management
Pennsylvania
$6.22M -$705K -17,380 -10%
SGCA
506
Steel Grove Capital Advisors
Tennessee
$6.22M +$6.22M +152,039 New
APFBOT
507
Amica Pension Fund Board of Trustees
Rhode Island
$6.18M – – –
BM
508
Bislett Management
California
$6.08M – – –
PA
509
Pinnacle Associates
New York
$6.08M -$67.6K -1,667 -1%
SWM
510
SVA Wealth Management
Wisconsin
$6.06M +$3.99M +98,300 +193%
FNBT
511
FineMark National Bank & Trust
Florida
$6.02M +$574K +14,148 +11%
TH
512
Timber Hill
Connecticut
$6.02M +$6.02M +148,512 New
AL
513
Agran Libbie
California
$5.99M -$51.5K -1,270 -0.9%
NIA
514
Northstar Investment Advisors
Colorado
$5.98M +$127K +3,126 +2%
Toronto Dominion Bank
515
Toronto Dominion Bank
Ontario, Canada
$5.97M -$2.62M -64,532 -30%
LC
516
Lincoln Capital
Nebraska
$5.96M -$55.6K -1,372 -0.9%
CGT
517
Capital Guardian Trust
California
$5.94M +$35.3K +870 +0.6%
LBC
518
Lowe Brockenbrough & Co
Virginia
$5.94M -$120K -2,960 -2%
CTA
519
Colonial Trust Advisors
South Carolina
$5.93M +$294K +7,253 +5%
AAM
520
Auxier Asset Management
Oregon
$5.92M +$231K +5,687 +4%
BAC
521
Boys Arnold & Co
North Carolina
$5.91M +$149K +3,675 +3%
FCI
522
Financial Counselors Inc
Kansas
$5.89M -$226K -5,568 -4%
PAG
523
Private Advisor Group
New Jersey
$5.88M +$394K +9,715 +7%
PFM
524
Parsec Financial Management
North Carolina
$5.86M -$157K -3,883 -3%
WAS
525
Winch Advisory Services
Wisconsin
$5.86M +$5.86M +144,448 New
19 20
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