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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
676
Weik Capital Management
Pennsylvania
$3.42M -$405K -9,975 -11%
PAM
677
PartnerRe Asset Management
Connecticut
$3.38M -$28.3K -698 -0.8%
CI
678
Constellation Investments
Ohio
$3.37M +$134K +3,300 +4%
Mirae Asset Global Investments
679
Mirae Asset Global Investments
South Korea
$3.37M +$1.59M +39,260 +90%
FHA
680
First Horizon Advisors
Tennessee
$3.36M +$814K +20,076 +32%
MIM
681
Midwest Investment Management
Ohio
$3.35M -$2.22M -54,810 -40%
WC
682
Woodstock Corp
Massachusetts
$3.34M -$11.2K -275 -0.3%
BRM
683
Boston Research & Management
Massachusetts
$3.33M +$75.8K +1,870 +2%
ACM
684
Argentus Capital Management
Texas
$3.33M -$721K -17,771 -18%
CAM
685
Columbia Asset Management
Michigan
$3.32M +$312K +7,690 +10%
TBNY
686
Trustco Bank (New York)
New York
$3.31M -$59.8K -1,475 -2%
SBH
687
Segall Bryant & Hamill
Illinois
$3.31M +$218K +5,366 +7%
FQ
688
First Quadrant
California
$3.31M -$438K -10,800 -12%
CHC
689
City Holding Co
West Virginia
$3.3M +$44.8K +1,106 +1%
CCM
690
Condor Capital Management
New Jersey
$3.3M +$2.98M +73,500 +937%
ASN
691
Advisory Services Network
Georgia
$3.3M +$1.99M +48,354 +152%
UF
692
Univest Financial
Pennsylvania
$3.27M +$35.6K +877 +1%
CNBT
693
Canandaigua National Bank & Trust
New York
$3.25M -$30.9K -761 -0.9%
LDB
694
Lee, Danner & Bass
Tennessee
$3.25M -$26.4K -650 -0.8%
K
695
Kemper
Illinois
$3.24M – – –
GWM
696
Gupta Wealth Management
California
$3.24M +$3.24M +79,773 New
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$3.2M +$1.12M +27,640 +54%
FSA
698
Financial Sense Advisors
California
$3.19M -$3.31M -81,599 -51%
LA
699
Lynch & Associates
Indiana
$3.17M -$82.6K -2,036 -3%
CAM
700
Congress Asset Management
Massachusetts
$3.13M +$174K +4,291 +6%
26 27
28
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