KO icon

Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHCM
651
Stokes & Hubbell Capital Management
Louisiana
$3.4M +$3.4M +84,817 New
ATC
652
Argent Trust Company
Louisiana
$3.4M -$1.48K -37 -0%
PL
653
Perpetual Ltd
Australia
$3.4M +$100K +2,500 +3%
DIA
654
Denver Investment Advisors
Colorado
$3.38M -$48.1K -1,198 -1%
CI
655
Constellation Investments
Ohio
$3.38M – – –
MCA
656
Mercer Capital Advisers
New Jersey
$3.38M -$42.7K -1,065 -1%
CHC
657
City Holding Co
West Virginia
$3.37M +$73.6K +1,836 +2%
ECM
658
Everence Capital Management
Indiana
$3.34M – – –
BFM
659
Boston Financial Management
Massachusetts
$3.34M -$496K -12,351 -13%
TCM
660
Tufton Capital Management
Maryland
$3.34M -$406K -10,114 -11%
BPC
661
Banque Pictet & Cie
Switzerland
$3.31M +$3.31M +82,540 New
BRM
662
Boston Research & Management
Massachusetts
$3.3M +$6.82K +170 +0.2%
SCM
663
Shelton Capital Management
Colorado
$3.27M +$159K +3,964 +5%
CCM
664
Condor Capital Management
New Jersey
$3.27M +$1.85K +46 +0.1%
SCM
665
Southport Capital Management
Tennessee
$3.25M -$48K -1,197 -1%
FQ
666
First Quadrant
California
$3.25M +$60.2K +1,500 +2%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$3.24M +$155K +3,632 +5%
CAM
668
Columbia Asset Management
Michigan
$3.23M -$121K -3,011 -4%
JC
669
Jacobs & Co
California
$3.23M -$122K -3,035 -4%
BCP
670
Blue Chip Partners
Michigan
$3.22M +$106K +2,634 +3%
UF
671
Univest Financial
Pennsylvania
$3.22M -$114K -2,848 -3%
ASN
672
Advisory Services Network
Georgia
$3.21M +$77.8K +1,942 +2%
BONST
673
Bank of Nova Scotia Trust
Ontario, Canada
$3.21M +$1.37M +34,233 +75%
PC
674
Passport Capital
California
$3.21M +$3.21M +79,984 New
CIP
675
Chartwell Investment Partners
Pennsylvania
$3.21M – – –
25 26
27
28 29