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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 %
TCCM
701
Timber Creek Capital Management
Massachusetts
$3.13M -$3.04K -75 -0.1%
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$3.12M -$8.11K -200 -0.3%
MAA
703
Mraz Amerine & Associates
California
$3.09M +$17.4K +428 +0.6%
AP
704
AHL Partners
United Kingdom
$3.08M -$39.4K -971 -1%
CCMINC
705
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.07M -$8.64K -213 -0.3%
PL
706
Perpetual Ltd
Australia
$3.06M +$272K +6,700 +10%
PGIM
707
Pacific Global Investment Management
California
$3.06M -$74.3K -1,833 -2%
MYLI
708
Meiji Yasuda Life Insurance
Japan
$3.05M +$66.6K +1,643 +2%
GHA
709
GW Henssler & Associates
Georgia
$3.04M +$62.7K +1,546 +2%
OA
710
Outfitter Advisors
Virginia
$3.04M – – –
AIP
711
Ameritas Investment Partners
Nebraska
$3.01M -$1.56M -38,358 -34%
CVM
712
Cheviot Value Management
California
$2.97M -$21K -518 -0.7%
BCP
713
Blue Chip Partners
Michigan
$2.94M -$155K -3,816 -5%
SFS
714
Strategic Financial Services
New York
$2.93M -$27.2K -670 -0.9%
MAM
715
Mark Asset Management
New York
$2.92M -$2.07M -50,944 -41%
RAM
716
Roanoke Asset Management
New Jersey
$2.92M -$16.2K -400 -0.6%
AC
717
Addenda Capital
Quebec, Canada
$2.91M -$82.5K -2,020 -3%
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$2.89M -$60.8K -1,500 -2%
HSA
719
HBK Sorce Advisory
Pennsylvania
$2.89M -$111K -2,749 -4%
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$2.88M -$29K -715 -1%
BIM
721
Bridgecreek Investment Management
Oklahoma
$2.88M -$37.3K -920 -1%
WT
722
Washington Trust
Rhode Island
$2.88M +$53.3K +1,315 +2%
LAIC
723
Lederer & Associates Investment Counsel
California
$2.87M -$29.6K -730 -1%
DPIM
724
Duff & Phelps Investment Management
Illinois
$2.87M -$157K -3,880 -5%
PGFC
725
Peapack-Gladstone Financial Corp
New Jersey
$2.87M +$200K +4,925 +7%
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