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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 %
SGK
576
Steigerwald Gordon & Koch
Virginia
$4.64M +$227K +5,935 +5%
FCCM
577
First City Capital Management
Georgia
$4.59M -$7.93K -205 -0.2%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$4.59M +$1.11M +28,812 +32%
EOJOAM
579
E. Ohman J:or Asset Management
Sweden
$4.58M -$255K -6,600 -5%
MAM
580
Martingale Asset Management
Massachusetts
$4.58M -$1.53M -39,466 -25%
FAM
581
Fred Alger Management
New York
$4.53M -$74.1M -1,916,022 -94%
DADC
582
D.A. Davidson & Co
Montana
$4.51M -$305K -7,894 -6%
HFS
583
Haverford Financial Services
Pennsylvania
$4.5M +$390K +10,110 +9%
PMG
584
ProVise Management Group
Florida
$4.5M +$798K +20,650 +22%
YIA
585
YHB Investment Advisors
Connecticut
$4.48M +$148K +3,833 +3%
SYBT
586
Stock Yards Bank & Trust
Kentucky
$4.46M -$37.9K -980 -0.8%
AA
587
Ancora Advisors
Ohio
$4.46M +$363K +9,400 +9%
QI
588
Quotient Investors
New York
$4.44M – – –
CB
589
Chemical Bank
Michigan
$4.44M -$203K -5,261 -4%
TCOV
590
Trust Company of Vermont
Vermont
$4.42M +$396K +10,251 +10%
TNB
591
Thomasville National Bank
Georgia
$4.4M +$181K +4,684 +4%
BFM
592
Boston Financial Management
Massachusetts
$4.38M -$304K -7,867 -6%
SBWM
593
Sunflower Bank Wealth Management
Arizona
$4.36M – – –
SAG
594
Sterne Agee Group
Alabama
$4.34M -$11.4K -296 -0.3%
JPMIA
595
J.P. Marvel Investment Advisors
Massachusetts
$4.33M -$19.3K -500 -0.4%
KFP
596
Keystone Financial Planning
Ohio
$4.31M +$713K +18,433 +20%
PA
597
Profund Advisors
Maryland
$4.3M -$203K -5,253 -5%
HKIM
598
Hayek Kallen Investment Management
Alabama
$4.29M +$44.7K +1,155 +1%
PL
599
Parthenon LLC
Kentucky
$4.28M – – –
NSEDCP
600
NJ State Employees Deferred Compensation Plan
New Jersey
$4.25M – – –
22 23
24
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