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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 %
WC
676
Woodstock Corp
Massachusetts
$3.49M -$53.5K -1,266 -2%
ACM
677
Aviance Capital Management
Florida
$3.48M +$1.2M +28,456 +53%
BFA
678
Benedict Financial Advisors
Georgia
$3.44M +$3.44M +82,908 New
CNBT
679
Canandaigua National Bank & Trust
New York
$3.41M +$19.3K +458 +0.6%
LDB
680
Lee, Danner & Bass
Tennessee
$3.41M -$62.6K -1,483 -2%
BRM
681
Boston Research & Management
Massachusetts
$3.39M +$45.6K +1,080 +1%
CHC
682
City Holding Co
West Virginia
$3.39M +$159K +3,761 +5%
LA
683
Lynch & Associates
Indiana
$3.38M +$29.6K +702 +0.9%
K
684
Kemper
Illinois
$3.38M -$5.07M -120,000 -60%
CI
685
Constellation Investments
Ohio
$3.37M +$139K +3,300 +4%
UF
686
Univest Financial
Pennsylvania
$3.37M +$373K +8,841 +12%
FNB
687
Farmers National Bank
Kentucky
$3.33M +$3.33M +78,814 New
SCA
688
Strategic Capital Alternatives
United States
$3.33M -$16.9K -400 -0.5%
AT
689
Arden Trust
Delaware
$3.3M -$361K -8,557 -10%
PGIM
690
Pacific Global Investment Management
California
$3.26M -$2.87K -68 -0.1%
BHBT
691
Burke & Herbert Bank & Trust
Virginia
$3.26M +$465 +11 +0%
TCCM
692
Timber Creek Capital Management
Massachusetts
$3.26M +$8.45K +200 +0.3%
AP
693
AHL Partners
United Kingdom
$3.25M -$118K -2,787 -3%
IMOV
694
Investment Management of Virginia
Virginia
$3.24M -$32.1K -760 -1%
BCP
695
Blue Chip Partners
Michigan
$3.23M +$3.23M +76,425 New
CIA
696
Covington Investment Advisors
Pennsylvania
$3.22M – – –
SBH
697
Segall Bryant & Hamill
Illinois
$3.22M -$548K -12,988 -15%
Simplex Trading
698
Simplex Trading
Illinois
$3.21M +$3.21M +76,030 New
CCMINC
699
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.21M +$2.83K +67 +0.1%
MAA
700
Mraz Amerine & Associates
California
$3.2M -$26.6K -629 -0.8%
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