KO icon

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 %
LIM
651
Leavell Investment Management
Alabama
$3.81M -$76.3K -1,807 -2%
VIA
652
Vantage Investment Advisors
Pennsylvania
$3.81M -$50.8K -1,204 -1%
VFS
653
VSR Financial Services
Kansas
$3.8M -$100K -2,373 -3%
BPC
654
Banque Pictet & Cie
Switzerland
$3.8M +$401K +9,500 +12%
WSFS
655
Wilmington Savings Fund Society
Delaware
$3.77M -$465K -11,027 -11%
AGM
656
Alpine Global Management
New York
$3.75M +$3.75M +88,839 New
Belvedere Trading
657
Belvedere Trading
Illinois
$3.75M +$3.75M +88,800 New
FA
658
FDx Advisors
Illinois
$3.75M +$196K +4,652 +6%
MSU
659
Maple Securities USA
New Jersey
$3.72M +$3.08M +72,841 +476%
SHGA
660
Sand Hill Global Advisors
California
$3.71M -$174K -4,119 -4%
DIA
661
Denver Investment Advisors
Colorado
$3.7M -$135K -3,193 -4%
JC
662
Jacobs & Co
California
$3.7M +$114K +2,700 +3%
ONB
663
Old National Bancorp
Indiana
$3.69M -$386K -9,153 -9%
CSS
664
Cubist Systematic Strategies
Connecticut
$3.67M +$1.49M +35,343 +68%
CFSG
665
Community Financial Services Group
Vermont
$3.67M +$141K +3,337 +4%
MCA
666
Mercer Capital Advisers
New Jersey
$3.65M +$3.65M +86,413 New
TSS
667
Thomas Story & Son
Indiana
$3.65M -$86.6K -2,050 -2%
ATC
668
Argent Trust Company
Louisiana
$3.64M -$350K -8,299 -9%
VV
669
Verity & Verity
South Carolina
$3.58M +$718 +17 +0%
PAM
670
PartnerRe Asset Management
Connecticut
$3.55M +$494K +11,711 +16%
ICOA
671
Investment Centers of America
North Dakota
$3.54M -$581K -13,839 -14%
PWM
672
Patriot Wealth Management
Texas
$3.53M +$43K +1,018 +1%
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$3.53M +$16.8K +399 +0.5%
ECM
674
Everence Capital Management
Indiana
$3.52M – – –
TBNY
675
Trustco Bank (New York)
New York
$3.51M -$423K -10,021 -11%
25 26
27
28 29