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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 %
SAS
601
Spectrum Advisory Services
Georgia
$4.5M – – –
AB
602
Amalgamated Bank
New York
$4.49M -$656K -15,547 -13%
SPC
603
Sigma Planning Corp
Michigan
$4.48M +$4.48M +106,186 New
ACM
604
Azimuth Capital Management
Michigan
$4.48M -$78.5K -1,860 -2%
HKIM
605
Hayek Kallen Investment Management
Alabama
$4.46M -$155K -3,665 -3%
PL
606
Parthenon LLC
Kentucky
$4.39M -$32.3K -766 -0.7%
QI
607
Quotient Investors
New York
$4.37M -$358K -8,476 -8%
FAM
608
Fred Alger Management
New York
$4.35M -$19K -450 -0.4%
AIA
609
Alerus Investment Advisors
Minnesota
$4.34M +$15.6K +369 +0.4%
CL
610
CFS LLC
Oklahoma
$4.32M -$296K -7,000 -6%
MC
611
Martin & Co
Tennessee
$4.3M +$43.5K +1,030 +1%
FBP
612
Flippin Bruce & Porter
Virginia
$4.3M +$98.2K +2,325 +2%
HA
613
Halsey Associates
Connecticut
$4.29M -$204K -4,830 -5%
CWM
614
Calamos Wealth Management
Illinois
$4.26M -$203K -4,807 -5%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$4.23M -$48.8K -1,157 -1%
BFG
616
Beacon Financial Group
Texas
$4.22M +$116K +2,711 +3%
ACM
617
Argentus Capital Management
Texas
$4.22M +$878K +20,792 +26%
GMIM
618
General Motors Investment Management
New York
$4.22M – – –
SIG
619
Schooner Investment Group
Pennsylvania
$4.21M -$421K -10,000 -9%
ACM
620
Argyle Capital Management
Pennsylvania
$4.21M -$8.44K -200 -0.2%
SC
621
Schulhoff & Co
Ohio
$4.21M +$9.2K +218 +0.2%
MC
622
Moors & Cabot
Massachusetts
$4.17M +$318K +7,558 +8%
NAM
623
NTV Asset Management
West Virginia
$4.15M -$20.6K -489 -0.5%
BFM
624
Boston Financial Management
Massachusetts
$4.14M -$170K -4,017 -4%
CIP
625
Chartwell Investment Partners
Pennsylvania
$4.1M – – –
23 24
25
26 27