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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 %
LDB
676
Lee, Danner & Bass
Tennessee
$3.51M +$88.5K +2,074 +3%
HC
677
Hendley & Co
Ohio
$3.5M -$52.3K -1,225 -1%
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$3.48M -$237K -5,556 -6%
ECM
679
Everence Capital Management
Indiana
$3.47M – – –
WS
680
Wedbush Securities
California
$3.47M +$127K +2,974 +4%
BGDI
681
BW Gestao de Investimentos
Brazil
$3.46M -$48K -1,125 -1%
FAAS
682
First Allied Advisory Services
California
$3.46M -$361K -8,456 -9%
MYLI
683
Meiji Yasuda Life Insurance
Japan
$3.46M +$217K +5,086 +7%
BPC
684
Banque Pictet & Cie
Switzerland
$3.44M +$124K +2,900 +4%
CNBT
685
Canandaigua National Bank & Trust
New York
$3.43M +$25.2K +590 +0.7%
WWM
686
Willingdon Wealth Management
North Carolina
$3.4M +$252K +5,897 +8%
AP
687
AHL Partners
United Kingdom
$3.4M +$3.4M +79,766 New
JWBC
688
J.W. Burns & Co
New York
$3.39M -$3.75K -88 -0.1%
LA
689
Lynch & Associates
Indiana
$3.39M +$39.5K +926 +1%
BRM
690
Boston Research & Management
Massachusetts
$3.38M +$199K +4,660 +6%
SCA
691
Strategic Capital Alternatives
United States
$3.38M +$3.38M +79,178 New
ACM
692
Argentus Capital Management
Texas
$3.38M +$2.47M +57,827 +271%
DPIM
693
Duff & Phelps Investment Management
Illinois
$3.36M -$9.38K -220 -0.3%
FNT
694
First National Trust
Pennsylvania
$3.36M +$164K +3,845 +5%
HSA
695
HBK Sorce Advisory
Pennsylvania
$3.36M -$22.7K -533 -0.7%
PC
696
Pecaut & Co
Iowa
$3.34M -$25.6K -600 -0.8%
MFS
697
MSI Financial Services
Massachusetts
$3.33M +$414K +9,712 +14%
IMOV
698
Investment Management of Virginia
Virginia
$3.3M -$34.1K -800 -1%
PGIM
699
Pacific Global Investment Management
California
$3.3M +$5.93K +139 +0.2%
BHBT
700
Burke & Herbert Bank & Trust
Virginia
$3.3M -$4.27K -100 -0.1%
26 27
28
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