KO icon

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 %
FQ
651
First Quadrant
California
$3.87M – – –
NFG
652
Next Financial Group
Texas
$3.85M +$3.85M +97,647 New
IHL
653
Investment House LLC
California
$3.85M -$219K -5,173 -5%
SCG
654
Strategic Capital Group
Washington
$3.84M -$37.2K -877 -1%
NEAM
655
New England Asset Management
Connecticut
$3.83M -$110K -2,600 -3%
AT
656
Arden Trust
Delaware
$3.83M -$94.7K -2,235 -2%
VIA
657
Vantage Investment Advisors
Pennsylvania
$3.83M +$23.8K +562 +0.6%
SC
658
Saiers Capital
New York
$3.83M +$956K +22,560 +33%
AC
659
Addenda Capital
Quebec, Canada
$3.79M -$674K -15,827 -15%
HRIA
660
Haberer Registered Investment Advisor
Ohio
$3.77M +$482K +11,376 +15%
FAAS
661
First Allied Advisory Services
California
$3.76M -$69K -1,639 -2%
TSS
662
Thomas Story & Son
Indiana
$3.75M – – –
SBH
663
Segall Bryant & Hamill
Illinois
$3.74M -$45.1K -1,065 -1%
CFA
664
Carroll Financial Associates
North Carolina
$3.73M +$378K +8,926 +11%
PIM
665
Profit Investment Management
Maryland
$3.7M – – –
OIMU
666
Orbis Investment Management (US)
California
$3.7M +$3.7M +87,277 New
ONB
667
Old National Bancorp
Indiana
$3.69M +$1.09M +25,773 +42%
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$3.69M +$28.7K +677 +0.8%
AHC
669
Adell Harriman & Carpenter
Texas
$3.64M -$369K -8,716 -9%
P
670
Pitcairn
Pennsylvania
$3.64M -$297K -7,021 -8%
SAM
671
Smithbridge Asset Management
Pennsylvania
$3.61M +$6.35K +150 +0.2%
OA
672
OFI Advisors
Pennsylvania
$3.61M -$95.4K -2,252 -3%
NSEDCP
673
NJ State Employees Deferred Compensation Plan
New Jersey
$3.6M -$1.06M -25,000 -23%
TFA
674
Toth Financial Advisory
Virginia
$3.59M +$126K +2,966 +4%
FA
675
FDx Advisors
Illinois
$3.58M +$1.11M +26,224 +45%
25 26
27
28 29