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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 %
WCM
576
Wisconsin Capital Management
Wisconsin
$4.95M -$61.2K -1,450 -1%
CAN
577
Cetera Advisor Networks
California
$4.94M -$3.12M -74,073 -39%
FCCM
578
First City Capital Management
Georgia
$4.92M -$18.6K -441 -0.4%
AA
579
Ancora Advisors
Ohio
$4.92M +$42.6K +1,008 +0.9%
TCOV
580
Trust Company of Vermont
Vermont
$4.87M -$218K -5,157 -4%
PWPCM
581
Perella Weinberg Partners Capital Management
New York
$4.86M +$4.86M +115,000 New
MSU
582
Mizuho Securities USA
New York
$4.85M -$2.49M -59,023 -34%
KFP
583
Keystone Financial Planning
Ohio
$4.82M -$10.9K -257 -0.2%
HIC
584
Harvey Investment Company
Kentucky
$4.79M -$163K -3,852 -3%
WC
585
Whitney & Co
New York
$4.76M -$27.3K -646 -0.6%
AIP
586
Ameritas Investment Partners
Nebraska
$4.75M -$322K -7,618 -6%
VCM
587
Violich Capital Management
California
$4.75M +$216K +5,125 +5%
MAA
588
Matrix Asset Advisors
New York
$4.74M -$10.4M -245,945 -69%
NB
589
NBT Bank
New York
$4.74M +$62.6K +1,482 +1%
CSIC
590
Clifford Swan Investment Counsel
California
$4.71M -$120K -2,838 -2%
SBWM
591
Sunflower Bank Wealth Management
Arizona
$4.7M -$12.7K -300 -0.3%
SOADOR
592
State of Alaska Department of Revenue
Alaska
$4.7M -$708K -16,770 -13%
JPMIA
593
J.P. Marvel Investment Advisors
Massachusetts
$4.65M -$6.76K -160 -0.1%
CM
594
Cornerstone Management
Georgia
$4.64M +$4.64M +109,835 New
MAM
595
Martingale Asset Management
Massachusetts
$4.62M +$108K +2,548 +2%
CCM
596
Chickasaw Capital Management
Tennessee
$4.58M +$241K +5,700 +6%
GCA
597
Greenwood Capital Associates
South Carolina
$4.56M +$193K +4,561 +4%
CCG
598
Chatham Capital Group
Georgia
$4.55M -$56.3K -1,334 -1%
MPM
599
Meritage Portfolio Management
Kansas
$4.52M -$21.1K -500 -0.5%
ST
600
Spot Trading
Illinois
$4.51M -$15.2M -359,339 -77%
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