KO icon

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 %
IC
526
Inverness Counsel
New York
$5.63M -$159K -4,115 -3%
BP
527
Banyan Partners
Florida
$5.61M -$544K -14,072 -9%
BAC
528
Boys Arnold & Co
North Carolina
$5.54M +$283K +7,312 +5%
DL
529
Delta Lloyd
Netherlands
$5.53M +$599K +15,489 +12%
TCOT
530
Trust Company of Toledo
Ohio
$5.53M +$132K +3,425 +2%
CSM
531
Central Square Management
Illinois
$5.5M +$5.5M +142,200 New
WCM
532
Wallace Capital Management
Texas
$5.48M +$146K +3,785 +3%
GA
533
GFS Advisors
Texas
$5.47M +$5.02M +129,850 +1,117%
BCM
534
Birmingham Capital Management
Alabama
$5.46M +$256K +6,616 +5%
PIM
535
Perkins Investment Management
Illinois
$5.43M +$5.43M +140,397 New
MIM
536
Midwest Investment Management
Ohio
$5.43M +$1.87M +48,445 +53%
FNBT
537
FineMark National Bank & Trust
Florida
$5.41M +$401K +10,363 +8%
KCMRT
538
Kemper Corp Master Retirement Trust
Illinois
$5.41M – – –
IIM
539
Intact Investment Management
Quebec, Canada
$5.41M +$4.25M +109,980 +368%
DIA
540
Dana Investment Advisors
Wisconsin
$5.38M +$196K +5,062 +4%
Citadel Advisors
541
Citadel Advisors
Florida
$5.37M -$245M -6,325,782 -98%
11A
542
10-15 Associates
New York
$5.35M +$3.16M +81,675 +144%
NRS
543
Neville Rodie & Shaw
New York
$5.33M -$153K -3,970 -3%
Parallax Volatility Advisers
544
Parallax Volatility Advisers
California
$5.33M +$1.98M +51,228 +59%
Toronto Dominion Bank
545
Toronto Dominion Bank
Ontario, Canada
$5.26M -$650K -16,463 -11%
Two Sigma Investments
546
Two Sigma Investments
New York
$5.24M -$24M -621,666 -82%
BBI
547
Baxter Bros Inc
Connecticut
$5.24M +$112K +2,907 +2%
BPC
548
Banque Pictet & Cie
Switzerland
$5.24M +$76.7K +1,984 +1%
NIA
549
Northstar Investment Advisors
Colorado
$5.24M +$235K +6,085 +5%
SIG
550
Sky Investment Group
Connecticut
$5.17M +$40.8K +1,055 +0.8%
20 21
22
23 24