KO icon

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 %
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$3.11M +$2.63M +68,144 +549%
HCMT
702
Highland Capital Management (Tennessee)
Tennessee
$3.11M +$204K +5,280 +7%
IMOV
703
Investment Management of Virginia
Virginia
$3.08M -$770K -19,930 -20%
CAM
704
Congress Asset Management
Massachusetts
$3.06M -$2.62M -67,664 -46%
CFA
705
Carroll Financial Associates
North Carolina
$3.05M +$897K +23,212 +42%
PC
706
Pecaut & Co
Iowa
$3.05M – – –
VV
707
Verity & Verity
South Carolina
$3.05M +$494K +12,779 +19%
LA
708
Lynch & Associates
Indiana
$3.04M -$29.2K -755 -1%
PCA
709
Private Capital Advisors
Connecticut
$3.04M -$46.4K -1,200 -2%
BHBT
710
Burke & Herbert Bank & Trust
Virginia
$3.03M +$1.93K +50 +0.1%
DPIM
711
Duff & Phelps Investment Management
Illinois
$3.02M -$25.1K -650 -0.8%
CT
712
Cambridge Trust
Massachusetts
$3.02M -$225K -5,820 -7%
HRIA
713
Haberer Registered Investment Advisor
Ohio
$3M -$268K -6,925 -8%
CNBT
714
Canandaigua National Bank & Trust
New York
$3M -$32K -827 -1%
JWBC
715
J.W. Burns & Co
New York
$2.99M +$221K +5,715 +8%
CIA
716
Covington Investment Advisors
Pennsylvania
$2.99M – – –
PGIM
717
Pacific Global Investment Management
California
$2.97M -$53.7K -1,390 -2%
JC
718
Jacobs & Co
California
$2.97M +$466K +12,050 +19%
CVM
719
Cheviot Value Management
California
$2.95M -$134K -3,475 -4%
JAM
720
Jolley Asset Management
North Carolina
$2.94M +$62.3K +1,611 +2%
MCM
721
MAI Capital Management
Ohio
$2.94M +$473K +12,246 +19%
MAA
722
Mraz Amerine & Associates
California
$2.93M -$50.2K -1,298 -2%
CCG
723
Cypress Capital Group
Florida
$2.93M -$193K -5,002 -6%
MYLI
724
Meiji Yasuda Life Insurance
Japan
$2.92M -$168K -4,342 -5%
CFSG
725
Community Financial Services Group
Vermont
$2.91M +$7.15K +185 +0.2%
27 28
29
30 31