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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
626
Halsey Associates
Connecticut
$4.05M -$65.9K -1,626 -2%
SC
627
Schulhoff & Co
Ohio
$4.05M +$14.5K +357 +0.4%
CC
628
Curian Capital
Colorado
$4M +$3.23M +79,701 +421%
ACM
629
Argyle Capital Management
Pennsylvania
$3.99M -$56.8K -1,400 -1%
MC
630
Moors & Cabot
Massachusetts
$3.99M -$6.25K -155 -0.2%
NAM
631
NTV Asset Management
West Virginia
$3.98M -$8.11K -200 -0.2%
BFM
632
Boston Financial Management
Massachusetts
$3.93M -$49K -1,208 -1%
SYBT
633
Stock Yards Bank & Trust
Kentucky
$3.92M -$145K -3,571 -4%
CONA
634
Capital One National Association
New York
$3.91M -$2.12M -52,222 -35%
LCP
635
Legacy Capital Partners
Wisconsin
$3.91M – – –
NEAM
636
New England Asset Management
Connecticut
$3.88M +$12.2K +300 +0.3%
ADBIC
637
A.D. Beadell Investment Counsel
Wisconsin
$3.87M -$40.5K -1,000 -1%
BFO
638
Boston Family Office
Massachusetts
$3.84M -$14.2K -350 -0.4%
LM
639
Lincluden Management
Ontario, Canada
$3.82M -$6.22M -153,304 -62%
EWM
640
Evercore Wealth Management
New York
$3.81M +$27.8K +686 +0.7%
BPC
641
Banque Pictet & Cie
Switzerland
$3.8M +$149K +3,675 +4%
FGP
642
Foyston, Gordon, & Payne
Ontario, Canada
$3.8M – – –
FBT
643
First Bankers Trust
Kentucky
$3.79M -$13.3K -327 -0.3%
KFC
644
Klingenstein Fields & Co
New York
$3.78M +$11.6K +285 +0.3%
MSU
645
Maple Securities USA
New Jersey
$3.76M +$188K +4,629 +5%
CT
646
Cambridge Trust
Massachusetts
$3.76M +$851K +20,980 +29%
SHGA
647
Sand Hill Global Advisors
California
$3.76M +$201K +4,961 +6%
RS
648
Robeco Schweiz
Switzerland
$3.73M -$97.4K -2,405 -3%
FAM
649
Fred Alger Management
New York
$3.71M -$469K -11,559 -11%
TFA
650
Toth Financial Advisory
Virginia
$3.68M -$88.5K -2,183 -2%
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