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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
626
First Foundation Advisors
California
$3.85M +$2.77M +70,705 +258%
ICOA
627
Investment Centers of America
North Dakota
$3.85M -$269K -6,844 -7%
CT
628
Cambridge Trust
Massachusetts
$3.83M +$193K +4,929 +5%
LIM
629
Leavell Investment Management
Alabama
$3.82M +$322K +8,200 +9%
NAM
630
NTV Asset Management
West Virginia
$3.81M -$31.1K -793 -0.8%
NEAM
631
New England Asset Management
Connecticut
$3.8M +$51K +1,300 +1%
SYBT
632
Stock Yards Bank & Trust
Kentucky
$3.8M +$9.65K +246 +0.3%
ADBIC
633
A.D. Beadell Investment Counsel
Wisconsin
$3.77M +$29.4K +750 +0.8%
BFM
634
Boston Financial Management
Massachusetts
$3.75M -$48.3K -1,231 -1%
LCP
635
Legacy Capital Partners
Wisconsin
$3.69M -$86.3K -2,200 -2%
AC
636
Addenda Capital
Quebec, Canada
$3.68M +$866K +21,944 +31%
FGP
637
Foyston, Gordon, & Payne
Ontario, Canada
$3.68M – – –
TCM
638
Tufton Capital Management
Maryland
$3.66M -$1.07M -27,190 -23%
FBT
639
First Bankers Trust
Kentucky
$3.64M -$22.4K -570 -0.6%
CONA
640
Capital One National Association
New York
$3.64M -$144K -3,667 -4%
EWM
641
Evercore Wealth Management
New York
$3.62M -$69.8K -1,779 -2%
SHGA
642
Sand Hill Global Advisors
California
$3.62M -$21.2K -540 -0.6%
FAM
643
Fred Alger Management
New York
$3.59M – – –
SCA
644
Salient Capital Advisors
Texas
$3.57M +$1.06M +26,932 +42%
BFA
645
Benedict Financial Advisors
Georgia
$3.56M +$113K +2,766 +3%
ACM
646
Argentus Capital Management
Texas
$3.55M +$329K +8,383 +10%
SFP
647
Santa Fe Partners
New Mexico
$3.55M +$3.55M +90,516 New
TFA
648
Toth Financial Advisory
Virginia
$3.54M -$20.7K -528 -0.6%
ICAS
649
Investors Capital Advisory Services
Massachusetts
$3.54M +$1.83M +46,544 +107%
TH
650
Timber Hill
Connecticut
$3.5M -$2.32M -59,221 -40%
24 25
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