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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
576
Haverford Financial Services
Pennsylvania
$5.05M +$34.2K +801 +0.7%
HIC
577
Harvey Investment Company
Kentucky
$5M -$230K -5,400 -4%
FCCM
578
First City Capital Management
Georgia
$4.99M -$29K -680 -0.6%
PAG
579
Private Advisor Group
New Jersey
$4.97M +$170K +3,994 +4%
SAG
580
Sterne Agee Group
Alabama
$4.97M +$46.9K +1,100 +1%
AA
581
Ancora Advisors
Ohio
$4.92M +$13.4K +314 +0.3%
IGIM
582
I.G. Investment Management
Manitoba, Canada
$4.88M +$2.89M +67,785 +145%
CSIC
583
Clifford Swan Investment Counsel
California
$4.88M -$401K -9,395 -8%
KFP
584
Keystone Financial Planning
Ohio
$4.88M +$42.3K +992 +0.9%
KIA
585
KCM Investment Advisors
California
$4.84M +$247K +5,782 +5%
WC
586
Whitney & Co
New York
$4.84M +$76.8K +1,800 +2%
BOTW
587
Bank of the West
California
$4.84M -$2.75M -64,397 -36%
QI
588
Quotient Investors
New York
$4.78M -$107K -2,500 -2%
SBWM
589
Sunflower Bank Wealth Management
Arizona
$4.76M -$36.3K -850 -0.8%
NB
590
NBT Bank
New York
$4.72M -$187K -4,381 -4%
JPMIA
591
J.P. Marvel Investment Advisors
Massachusetts
$4.7M -$75.9K -1,779 -2%
SIG
592
Schooner Investment Group
Pennsylvania
$4.7M +$1.28M +30,000 +38%
CL
593
CFS LLC
Oklahoma
$4.67M -$1.71M -40,000 -27%
HKIM
594
Hayek Kallen Investment Management
Alabama
$4.66M -$67.8K -1,589 -1%
CCG
595
Chatham Capital Group
Georgia
$4.66M +$82.2K +1,928 +2%
FCI
596
Financial Counselors Inc
Kansas
$4.64M +$1.75M +41,115 +61%
ACM
597
Azimuth Capital Management
Michigan
$4.61M -$1.82M -42,569 -28%
MPM
598
Meritage Portfolio Management
Kansas
$4.59M -$12.8K -300 -0.3%
VCM
599
Violich Capital Management
California
$4.58M +$297K +6,970 +7%
MAM
600
Martingale Asset Management
Massachusetts
$4.56M -$6.49K -152 -0.1%
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