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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 %
VV
676
Verity & Verity
South Carolina
$3.56M +$218K +5,144 +7%
KJHP
677
K.J. Harrison & Partners
Ontario, Canada
$3.55M – – –
SHGA
678
Sand Hill Global Advisors
California
$3.55M +$88.5K +2,090 +3%
ECM
679
Everence Capital Management
Indiana
$3.53M – – –
HC
680
Hendley & Co
Ohio
$3.53M -$6.02K -142 -0.2%
GAM
681
Gotham Asset Management
New York
$3.52M -$669K -15,783 -16%
HCMT
682
Highland Capital Management (Tennessee)
Tennessee
$3.52M +$114K +2,685 +3%
CC
683
ClearArc Capital
Ohio
$3.5M +$43.5K +1,028 +1%
JC
684
Jacobs & Co
California
$3.5M +$242K +5,712 +7%
BGDI
685
BW Gestao de Investimentos
Brazil
$3.48M – – –
PAM
686
PartnerRe Asset Management
Connecticut
$3.41M -$474K -11,199 -12%
LDB
687
Lee, Danner & Bass
Tennessee
$3.39M -$25.8K -610 -0.8%
SIG
688
Schooner Investment Group
Pennsylvania
$3.38M -$1.06M -25,000 -24%
CNBT
689
Canandaigua National Bank & Trust
New York
$3.38M +$90.3K +2,132 +3%
JWBC
690
J.W. Burns & Co
New York
$3.37M +$88.2K +2,083 +3%
HSA
691
HBK Sorce Advisory
Pennsylvania
$3.36M -$56.3K -1,328 -2%
DPIM
692
Duff & Phelps Investment Management
Illinois
$3.35M +$36.4K +860 +1%
CFSG
693
Community Financial Services Group
Vermont
$3.35M +$158K +3,739 +5%
PC
694
Pecaut & Co
Iowa
$3.34M – – –
LA
695
Lynch & Associates
Indiana
$3.32M -$10.5K -248 -0.3%
WS
696
Wedbush Securities
California
$3.31M -$187K -4,425 -5%
IMOV
697
Investment Management of Virginia
Virginia
$3.31M -$62.5K -1,475 -2%
BPC
698
Banque Pictet & Cie
Switzerland
$3.29M -$2.45M -57,819 -43%
BHBT
699
Burke & Herbert Bank & Trust
Virginia
$3.28M -$44.5K -1,050 -1%
SLF
700
Sun Life Financial
Ontario, Canada
$3.27M -$315K -7,438 -9%
26 27
28
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