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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 %
FNBT
551
FineMark National Bank & Trust
Florida
$5.67M +$264K +6,251 +5%
OPCM
552
Osborne Partners Capital Management
California
$5.67M -$79K -1,870 -1%
BII
553
Bainco International Investors
Massachusetts
$5.57M +$2.87M +68,025 +106%
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$5.54M +$163K +3,871 +3%
CBN
555
Cadence Bank NA
Texas
$5.53M -$16.9K -400 -0.3%
SCA
556
Stonebridge Capital Advisors
Minnesota
$5.49M -$51.7K -1,224 -0.9%
NEI
557
Northwest & Ethical Investments
Ontario, Canada
$5.48M -$1.73M -40,950 -24%
TCOT
558
Trust Company of Toledo
Ohio
$5.47M -$294K -6,953 -5%
SAG
559
Sterne Agee Group
Alabama
$5.46M +$550K +13,019 +11%
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$5.46M +$12.4K +293 +0.2%
BCM
561
Buckhead Capital Management
Georgia
$5.41M -$92.9K -2,200 -2%
FB
562
Fulton Bank
Pennsylvania
$5.4M +$136K +3,210 +3%
DADC
563
D.A. Davidson & Co
Montana
$5.36M +$62K +1,469 +1%
GG
564
Greenwood Gearhart
Arkansas
$5.35M +$97.7K +2,315 +2%
SGK
565
Steigerwald Gordon & Koch
Virginia
$5.27M +$113K +2,746 +2%
CB
566
Community Bank
New York
$5.2M +$5.2M +123,213 New
MAM
567
Mark Asset Management
New York
$5.19M -$360K -8,526 -6%
SFM
568
Soros Fund Management
New York
$5.17M +$948K +22,446 +22%
TCM
569
Tufton Capital Management
Maryland
$5.07M -$77.7K -1,840 -2%
KIA
570
KCM Investment Advisors
California
$5.06M +$269K +6,374 +6%
KIC
571
Keating Investment Counselors
Florida
$5.04M +$11.4K +270 +0.2%
BOTW
572
Bank of the West
California
$5.01M +$225K +5,321 +5%
ICM
573
Ionic Capital Management
New York
$4.98M +$4.98M +118,000 New
YIA
574
YHB Investment Advisors
Connecticut
$4.97M -$90.7K -2,147 -2%
HFS
575
Haverford Financial Services
Pennsylvania
$4.95M -$36.3K -859 -0.7%
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