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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 %
SI
551
Stephens Inc
Arkansas
$5.14M -$212K -5,489 -4%
Northwestern Mutual Wealth Management
552
Northwestern Mutual Wealth Management
Wisconsin
$5.13M +$148K +3,826 +3%
BCM
553
Buckhead Capital Management
Georgia
$5.1M -$89.3K -2,310 -2%
HIC
554
Harvey Investment Company
Kentucky
$5.1M +$175K +4,535 +4%
CBN
555
Cadence Bank NA
Texas
$5.09M -$187K -4,845 -4%
UAS
556
United Asset Strategies
New York
$5.08M +$617K +15,951 +14%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.05M -$149K -3,852 -3%
FNBOO
558
First National Bank of Omaha
Nebraska
$5.05M -$30.9K -800 -0.6%
SCA
559
Stonebridge Capital Advisors
Minnesota
$5.03M +$12.6K +325 +0.3%
MG
560
Markel Group
Virginia
$5.03M -$73.5K -1,900 -1%
KIC
561
Keating Investment Counselors
Florida
$5.01M +$79.3K +2,050 +2%
MERSOM
562
Municipal Employees' Retirement System of Michigan
Michigan
$5.01M +$69.6K +1,800 +1%
Jane Street
563
Jane Street
New York
$4.99M -$6.49M -167,801 -57%
TCM
564
Tradition Capital Management
New Jersey
$4.98M -$28.1K -726 -0.6%
CCA
565
Catalyst Capital Advisors
New York
$4.87M +$4.87M +126,000 New
BHWM
566
Bar Harbor Wealth Management
New Hampshire
$4.82M -$4.56K -118 -0.1%
GMIM
567
General Motors Investment Management
New York
$4.8M -$585K -15,137 -11%
AAM
568
Auxier Asset Management
Oregon
$4.79M +$4.76K +123 +0.1%
TCM
569
Tufton Capital Management
Maryland
$4.79M -$1.44M -37,215 -23%
CFS
570
Community Financial System
New York
$4.79M +$230K +5,945 +5%
CSIC
571
Clifford Swan Investment Counsel
California
$4.78M +$1.32M +34,133 +38%
QI
572
QS Investors
New York
$4.75M +$302K +7,800 +7%
NB
573
NBT Bank
New York
$4.69M -$259K -6,687 -5%
WCM
574
Wisconsin Capital Management
Wisconsin
$4.68M -$9.67K -250 -0.2%
NIMI
575
Natixis Investment Managers International
France
$4.67M – – –
21 22
23
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