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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 %
FB
601
Fulton Bank
Pennsylvania
$4.24M -$256K -6,626 -6%
WC
602
Whitney & Co
New York
$4.24M +$1.5M +38,725 +55%
PI
603
PineBridge Investments
New York
$4.22M -$3.87M -100,090 -48%
MPM
604
Meritage Portfolio Management
Kansas
$4.21M -$2.36K -61 -0.1%
Daiwa Securities Group
605
Daiwa Securities Group
Japan
$4.2M -$112K -2,900 -3%
HA
606
Halsey Associates
Connecticut
$4.2M +$40.6K +1,050 +1%
SAS
607
Spectrum Advisory Services
Georgia
$4.18M -$174K -4,500 -4%
EWM
608
Evercore Wealth Management
New York
$4.16M -$1.83M -47,403 -31%
CCG
609
Chatham Capital Group
Georgia
$4.15M -$150K -3,888 -3%
ATC
610
Argent Trust Company
Louisiana
$4.13M +$155K +4,022 +4%
AC
611
Addenda Capital
Quebec, Canada
$4.09M -$1.12M -28,706 -22%
PAG
612
Private Advisor Group
New Jersey
$4.09M +$454K +11,755 +13%
SDJVC
613
St. Denis J. Villere & Co
Louisiana
$4.07M +$143K +3,700 +4%
SIG
614
Schooner Investment Group
Pennsylvania
$4.06M +$966K +25,000 +31%
GIM
615
Goelzer Investment Management
Indiana
$4.06M +$192K +4,975 +5%
CGT
616
Capital Guardian Trust
California
$4.05M -$494K -12,770 -11%
GCA
617
Greenwood Capital Associates
South Carolina
$4.05M -$236K -6,102 -6%
SOADOR
618
State of Alaska Department of Revenue
Alaska
$4.04M -$583K -15,090 -13%
Tudor Investment Corp
619
Tudor Investment Corp
Connecticut
$4.04M +$1.72M +44,457 +74%
AIA
620
Alerus Investment Advisors
Minnesota
$4.03M -$411K -10,630 -9%
CCM
621
Chickasaw Capital Management
Tennessee
$4.02M +$90.9K +2,350 +2%
WSFS
622
Wilmington Savings Fund Society
Delaware
$4.02M -$269K -6,950 -6%
WJA
623
Williams Jones & Associates
New York
$4.01M +$2.15M +55,498 +115%
CWM
624
Calamos Wealth Management
Illinois
$3.98M -$24.6K -635 -0.6%
IIM
625
Ipswich Investment Management
Massachusetts
$3.94M -$1.04M -26,965 -21%
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