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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$3.01M +$213K +5,437 +8%
MYLI
702
Meiji Yasuda Life Insurance
Japan
$3M +$47.1K +1,200 +2%
GWM
703
Gupta Wealth Management
California
$2.99M -$140K -3,571 -4%
LA
704
Lynch & Associates
Indiana
$2.99M -$73.5K -1,874 -2%
BCM
705
Bluefin Capital Management
New York
$2.98M -$2.5M -63,736 -46%
PGIM
706
Pacific Global Investment Management
California
$2.96M +$1.96K +50 +0.1%
MAA
707
Mraz Amerine & Associates
California
$2.96M -$34.3K -875 -1%
OA
708
Outfitter Advisors
Virginia
$2.94M – – –
GIA
709
Guyasuta Investment Advisors
Pennsylvania
$2.94M +$261K +6,644 +10%
EDRH
710
Edmond de Rothschild Holding
Switzerland
$2.94M +$2.94M +74,794 New
AIP
711
Ameritas Investment Partners
Nebraska
$2.91M -$3.73K -95 -0.1%
GHA
712
GW Henssler & Associates
Georgia
$2.9M -$41.6K -1,060 -1%
FSA
713
Financial Sense Advisors
California
$2.9M -$190K -4,844 -6%
FAAS
714
First Allied Advisory Services
California
$2.89M +$115K +2,918 +4%
AIM
715
Artemis Investment Management
United Kingdom
$2.87M +$1.56M +39,703 +118%
CVM
716
Cheviot Value Management
California
$2.87M -$2.9K -74 -0.1%
RAM
717
Roanoke Asset Management
New Jersey
$2.86M +$37.1K +945 +1%
FNB
718
First Niagara Bank
New York
$2.86M -$617K -15,733 -18%
Mariner
719
Mariner
Kansas
$2.82M +$1.53M +39,004 +119%
PGFC
720
Peapack-Gladstone Financial Corp
New Jersey
$2.82M +$43.4K +1,107 +2%
LW
721
Linscomb Wealth
Texas
$2.81M +$38.6K +985 +1%
CI
722
CAZ Investments
Texas
$2.8M +$1.24M +31,663 +80%
JWM
723
Jackson Wealth Management
Florida
$2.8M -$548K -13,901 -16%
LAIC
724
Lederer & Associates Investment Counsel
California
$2.8M +$20.4K +520 +0.7%
HSA
725
HBK Sorce Advisory
Pennsylvania
$2.79M -$4.9K -125 -0.2%
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