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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 %
RC
701
Reik & Co
New York
$3.19M – – –
FAAS
702
First Allied Advisory Services
California
$3.18M -$220K -5,238 -6%
OA
703
Outfitter Advisors
Virginia
$3.16M -$12.7K -300 -0.4%
DPIM
704
Duff & Phelps Investment Management
Illinois
$3.15M -$180K -4,260 -5%
CAM
705
Columbia Asset Management
Michigan
$3.13M – – –
HSA
706
HBK Sorce Advisory
Pennsylvania
$3.12M -$202K -4,794 -6%
CVM
707
Cheviot Value Management
California
$3.11M -$26.7K -633 -0.9%
MYLI
708
Meiji Yasuda Life Insurance
Japan
$3.11M -$311K -7,360 -9%
GHA
709
GW Henssler & Associates
Georgia
$3.1M +$8.74K +207 +0.3%
AC
710
Addenda Capital
Quebec, Canada
$3.1M -$824K -19,499 -21%
WS
711
Wedbush Securities
California
$3.09M -$340K -8,051 -10%
CAM
712
Congress Asset Management
Massachusetts
$3.08M +$230K +5,448 +8%
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$3.08M -$367K -8,699 -11%
P
714
Pitcairn
Pennsylvania
$3.07M -$605K -14,325 -16%
SFS
715
Strategic Financial Services
New York
$3.07M +$14.4K +340 +0.5%
HCM
716
Howland Capital Management
Massachusetts
$3.06M +$254K +6,017 +9%
RAM
717
Roanoke Asset Management
New Jersey
$3.06M +$839K +19,870 +38%
BIM
718
Bridgecreek Investment Management
Oklahoma
$3.04M – – –
CT
719
Cambridge Trust
Massachusetts
$3.03M +$95.4K +2,260 +3%
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$3.03M +$68.4K +1,620 +2%
LAIC
721
Lederer & Associates Investment Counsel
California
$3.02M +$3.02M +71,540 New
EFS
722
Essex Financial Services
Connecticut
$2.99M +$546K +12,932 +22%
MBTD
723
Mechanics Bank - Trust Department
California
$2.96M -$83.8K -1,986 -3%
GAM
724
Guinness Asset Management
United Kingdom
$2.95M -$78.5K -1,860 -3%
Westfield Capital Management
725
Westfield Capital Management
Massachusetts
$2.95M +$2.51M +59,550 +583%
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