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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 %
BFO
626
Boston Family Office
Massachusetts
$3.94M -$37.9K -980 -1%
KFC
627
Klingenstein Fields & Co
New York
$3.92M -$5.06M -130,819 -56%
KIA
628
KCM Investment Advisors
California
$3.91M -$119K -3,076 -3%
LCP
629
Legacy Capital Partners
Wisconsin
$3.89M -$89.1K -2,305 -2%
MC
630
Martin & Co
Tennessee
$3.88M +$25.3K +655 +0.7%
ACM
631
Argyle Capital Management
Pennsylvania
$3.87M -$50.4K -1,304 -1%
HCC
632
Hirtle Callaghan & Co
Pennsylvania
$3.87M -$33K -850 -0.8%
WCM
633
Weik Capital Management
Pennsylvania
$3.87M +$106K +2,750 +3%
AAMU
634
AEGON Asset Management (UK)
United Kingdom
$3.87M +$3.87M +100,000 New
OCM
635
Olstein Capital Management
New York
$3.83M – – –
GAM
636
Gotham Asset Management
New York
$3.82M +$1.55M +40,059 +68%
FNB
637
First Niagara Bank
New York
$3.82M -$359K -9,297 -9%
VCM
638
Violich Capital Management
California
$3.82M +$216K +5,575 +6%
FBP
639
Flippin Bruce & Porter
Virginia
$3.81M +$737K +19,070 +24%
RBC
640
Ronald Blue & Co
Georgia
$3.81M -$29.2K -755 -0.8%
LIM
641
Leavell Investment Management
Alabama
$3.79M -$490K -12,666 -11%
TBNY
642
Trustco Bank (New York)
New York
$3.79M -$165K -4,278 -4%
ADBIC
643
A.D. Beadell Investment Counsel
Wisconsin
$3.79M -$11.6K -300 -0.3%
AB
644
Amalgamated Bank
New York
$3.77M -$75.1K -1,942 -2%
CIP
645
Chartwell Investment Partners
Pennsylvania
$3.77M – – –
VFS
646
VSR Financial Services
Kansas
$3.75M -$79.3K -2,051 -2%
FBT
647
First Bankers Trust
Kentucky
$3.73M -$24.2K -626 -0.6%
QCMC
648
Quantum Capital Management (California)
California
$3.73M +$133K +3,453 +4%
IHL
649
Investment House LLC
California
$3.71M -$1.06M -27,395 -22%
NAM
650
NTV Asset Management
West Virginia
$3.71M +$314K +8,117 +9%
24 25
26
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