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Coca-Cola
KO

Overview Fund Activity

1,570 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 596 increasing their positions, 698 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-19
Holders Change %
-1.2%
% of All Funds
45.38%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.12%
New
68
Increased
596
Reduced
698
Closed
72
Calls
$818M
Puts
$972M
Net Calls
-$154M
Net Calls Change
+$335M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
676
Thomas Story & Son
Indiana
$3.42M -$986K -25,500 -22%
MC
677
Moors & Cabot
Massachusetts
$3.41M +$3.41M +88,213 New
SI
678
SII Investments
Wisconsin
$3.38M +$305K +8,004 +10%
PIM
679
Profit Investment Management
Maryland
$3.38M – – –
OA
680
OFI Advisors
Pennsylvania
$3.38M +$240K +6,218 +8%
PCA
681
Personal Capital Advisors
California
$3.36M +$1.05M +27,213 +46%
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$3.34M +$3.34M +86,428 New
PL
683
Perpetual Ltd
Australia
$3.3M -$261K -6,745 -7%
SAM
684
Smithbridge Asset Management
Pennsylvania
$3.29M +$34K +880 +1%
FSA
685
Financial Sense Advisors
California
$3.28M +$45.6K +1,179 +1%
SLF
686
Sun Life Financial
Ontario, Canada
$3.28M -$1.46M -37,646 -31%
MBTD
687
Mechanics Bank - Trust Department
California
$3.26M -$3.29K -85 -0.1%
SCA
688
SAC Capital Advisors
Connecticut
$3.25M +$3.04M +78,645 +1,430%
KJHP
689
K.J. Harrison & Partners
Ontario, Canada
$3.23M +$142K +3,700 +5%
HC
690
Hendley & Co
Ohio
$3.22M -$119K -3,080 -4%
ECM
691
Everence Capital Management
Indiana
$3.22M +$112K +2,890 +4%
WS
692
Wedbush Securities
California
$3.2M +$71.6K +1,852 +2%
BGDI
693
BW Gestao de Investimentos
Brazil
$3.18M +$382K +9,880 +14%
TFA
694
Toth Financial Advisory
Virginia
$3.16M +$10.4K +270 +0.3%
SHGA
695
Sand Hill Global Advisors
California
$3.16M +$62.8K +1,625 +2%
CC
696
ClearArc Capital
Ohio
$3.16M +$306K +7,921 +11%
ICOA
697
Investment Centers of America
North Dakota
$3.15M +$1.27M +32,934 +68%
CAM
698
Coronation Asset Management
South Africa
$3.15M -$14M -362,143 -82%
LDB
699
Lee, Danner & Bass
Tennessee
$3.12M -$26.9K -696 -0.9%
HSA
700
HBK Sorce Advisory
Pennsylvania
$3.12M +$31K +801 +1%
26 27
28
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