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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
626
Investment Centers of America
North Dakota
$4.19M +$1.09M +25,529 +35%
Parallax Volatility Advisers
627
Parallax Volatility Advisers
California
$4.18M +$3.02M +70,911 +263%
CIP
628
Chartwell Investment Partners
Pennsylvania
$4.14M – – –
FQ
629
First Quadrant
California
$4.14M +$239K +5,600 +6%
LCP
630
Legacy Capital Partners
Wisconsin
$4.14M -$33.3K -780 -0.8%
ADBIC
631
A.D. Beadell Investment Counsel
Wisconsin
$4.13M -$42.7K -1,000 -1%
ONB
632
Old National Bancorp
Indiana
$4.12M +$396K +9,292 +11%
WCM
633
Weik Capital Management
Pennsylvania
$4.11M -$104K -2,435 -2%
NEAM
634
New England Asset Management
Connecticut
$4.07M +$205K +4,800 +5%
BFG
635
Beacon Financial Group
Texas
$4.06M +$143K +3,383 +4%
FBT
636
First Bankers Trust
Kentucky
$4.05M -$35.4K -830 -0.9%
ATC
637
Argent Trust Company
Louisiana
$4.03M -$360K -8,447 -8%
Fiera Capital (Canada)
638
Fiera Capital (Canada)
Quebec, Canada
$4.02M +$2.39M +55,978 +147%
FNB
639
First Niagara Bank
New York
$4M -$144K -3,374 -3%
FGP
640
Foyston, Gordon, & Payne
Ontario, Canada
$4M – – –
EWM
641
Evercore Wealth Management
New York
$4M -$175K -4,095 -4%
AC
642
Addenda Capital
Quebec, Canada
$3.99M +$166K +3,870 +4%
TBNY
643
Trustco Bank (New York)
New York
$3.98M -$97.8K -2,292 -2%
FSA
644
Financial Sense Advisors
California
$3.97M +$71.2K +1,669 +2%
VFS
645
VSR Financial Services
Kansas
$3.94M -$6.19K -145 -0.2%
LIM
646
Leavell Investment Management
Alabama
$3.93M +$9.05K +212 +0.2%
SHGA
647
Sand Hill Global Advisors
California
$3.92M +$350K +8,196 +10%
MC
648
Moors & Cabot
Massachusetts
$3.91M -$548K -12,805 -12%
VIA
649
Vantage Investment Advisors
Pennsylvania
$3.9M +$45.2K +1,059 +1%
DIA
650
Denver Investment Advisors
Colorado
$3.87M -$49.1K -1,150 -1%
24 25
26
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