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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 %
ADBIC
626
A.D. Beadell Investment Counsel
Wisconsin
$4.07M -$16.9K -400 -0.4%
LCP
627
Legacy Capital Partners
Wisconsin
$4.07M -$25.3K -600 -0.6%
RS
628
Robeco Schweiz
Switzerland
$4.04M -$1.23M -28,841 -23%
NEAM
629
New England Asset Management
Connecticut
$4.02M – – –
BFO
630
Boston Family Office
Massachusetts
$4.01M -$197K -4,668 -5%
CA
631
Cetera Advisors
Colorado
$4.01M +$822K +19,519 +26%
PRC
632
Platte River Capital
Colorado
$4M -$1.64M -38,822 -29%
WCM
633
Weik Capital Management
Pennsylvania
$3.98M -$89.4K -2,117 -2%
CC
634
ClearArc Capital
Ohio
$3.98M +$259K +6,123 +7%
EOJOAM
635
E. Ohman J:or Asset Management
Sweden
$3.98M -$1.09M -25,500 -22%
FBT
636
First Bankers Trust
Kentucky
$3.96M -$45.1K -1,069 -1%
FGP
637
Foyston, Gordon, & Payne
Ontario, Canada
$3.96M – – –
JWM
638
Jackson Wealth Management
Florida
$3.95M +$3.95M +93,469 New
AIM
639
abrdn Investment Management
United Kingdom
$3.94M -$3.02M -71,645 -43%
EWM
640
Evercore Wealth Management
New York
$3.94M -$7.21K -171 -0.2%
TFA
641
Toth Financial Advisory
Virginia
$3.92M +$297K +7,045 +8%
KFC
642
Klingenstein Fields & Co
New York
$3.92M -$265K -6,285 -6%
OIMU
643
Orbis Investment Management (US)
California
$3.91M -$537K -12,728 -12%
FQ
644
First Quadrant
California
$3.9M -$198K -4,700 -5%
HCC
645
Hirtle Callaghan & Co
Pennsylvania
$3.9M -$258K -6,100 -6%
AC
646
Allstate Corporation
Illinois
$3.87M -$3.83M -90,666 -50%
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$3.87M +$2.78M +65,900 +257%
GA
648
GFS Advisors
Texas
$3.86M -$1.91M -45,295 -33%
OA
649
OFI Advisors
Pennsylvania
$3.84M +$179K +4,246 +5%
FNB
650
First Niagara Bank
New York
$3.82M -$142K -3,353 -4%
24 25
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