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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
626
Ronald Blue & Co
Georgia
$4.22M +$40.8K +963 +1%
SC
627
Schulhoff & Co
Ohio
$4.21M +$442K +10,428 +12%
KFC
628
Klingenstein Fields & Co
New York
$4.2M -$94K -2,219 -2%
OCM
629
Olstein Capital Management
New York
$4.19M – – –
NAM
630
NTV Asset Management
West Virginia
$4.19M +$132K +3,106 +3%
WCM
631
Weik Capital Management
Pennsylvania
$4.19M -$52.2K -1,232 -1%
QCMC
632
Quantum Capital Management (California)
California
$4.18M +$95.5K +2,254 +2%
PL
633
Perpetual Ltd
Australia
$4.18M +$562K +13,269 +16%
FBP
634
Flippin Bruce & Porter
Virginia
$4.17M -$12.7K -300 -0.3%
ADBIC
635
A.D. Beadell Investment Counsel
Wisconsin
$4.14M -$4.66K -110 -0.1%
LCP
636
Legacy Capital Partners
Wisconsin
$4.14M -$118K -2,795 -3%
EWM
637
Evercore Wealth Management
New York
$4.14M -$414K -9,779 -9%
FNB
638
First Niagara Bank
New York
$4.11M -$72.8K -1,719 -2%
CIP
639
Chartwell Investment Partners
Pennsylvania
$4.11M -$21.2K -500 -0.5%
FBT
640
First Bankers Trust
Kentucky
$4.05M -$37.1K -875 -0.9%
TBNY
641
Trustco Bank (New York)
New York
$4.04M -$110K -2,600 -3%
PVH
642
Psagot Value Holdings
Israel
$3.99M +$178K +4,200 +5%
WC
643
Woodstock Corp
Massachusetts
$3.99M -$3.18K -75 -0.1%
FGP
644
Foyston, Gordon, & Payne
Ontario, Canada
$3.97M – – –
VFS
645
VSR Financial Services
Kansas
$3.92M -$188K -4,446 -5%
BFG
646
Beacon Financial Group
Texas
$3.91M +$3.16M +74,888 +421%
DIA
647
Denver Investment Advisors
Colorado
$3.9M -$36.5K -862 -0.9%
LIM
648
Leavell Investment Management
Alabama
$3.89M -$261K -6,172 -6%
WTIM
649
Wilmington Trust Investment Management
Delaware
$3.89M -$72K -1,700 -2%
FSA
650
Financial Sense Advisors
California
$3.88M +$279K +6,588 +8%
24 25
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