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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 %
CFA
651
Carroll Financial Associates
North Carolina
$3.86M +$119K +2,794 +3%
IHL
652
Investment House LLC
California
$3.83M -$45.8K -1,073 -1%
SBH
653
Segall Bryant & Hamill
Illinois
$3.81M +$40.5K +950 +1%
TSS
654
Thomas Story & Son
Indiana
$3.77M – – –
CC
655
ClearArc Capital
Ohio
$3.76M +$236K +5,526 +7%
PIM
656
Profit Investment Management
Maryland
$3.73M – – –
P
657
Pitcairn
Pennsylvania
$3.72M +$55.5K +1,301 +2%
BPGAM
658
BTG Pactual Global Asset Management
Bermuda
$3.72M +$3.72M +87,100 New
OA
659
OFI Advisors
Pennsylvania
$3.7M +$66.9K +1,567 +2%
AT
660
Arden Trust
Delaware
$3.69M -$167K -3,918 -4%
QCMC
661
Quantum Capital Management (California)
California
$3.68M -$529K -12,391 -13%
TFA
662
Toth Financial Advisory
Virginia
$3.66M +$50.6K +1,186 +1%
AHC
663
Adell Harriman & Carpenter
Texas
$3.64M – – –
JC
664
Jacobs & Co
California
$3.62M +$98.1K +2,300 +3%
VV
665
Verity & Verity
South Carolina
$3.62M +$34.2K +801 +1%
NFG
666
Next Financial Group
Texas
$3.62M -$550K -12,898 -13%
FA
667
FDx Advisors
Illinois
$3.59M -$14.1K -331 -0.4%
WC
668
Woodstock Corp
Massachusetts
$3.58M -$440K -10,314 -11%
SC
669
Saiers Capital
New York
$3.58M -$276K -6,460 -7%
KJHP
670
K.J. Harrison & Partners
Ontario, Canada
$3.58M – – –
CFSG
671
Community Financial Services Group
Vermont
$3.57M +$199K +4,661 +6%
HCMT
672
Highland Capital Management (Tennessee)
Tennessee
$3.55M +$1.92K +45 +0.1%
SAM
673
Smithbridge Asset Management
Pennsylvania
$3.54M -$97.3K -2,280 -3%
HRIA
674
Haberer Registered Investment Advisor
Ohio
$3.53M -$271K -6,350 -7%
PWM
675
Patriot Wealth Management
Texas
$3.53M +$3.53M +82,669 New
25 26
27
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