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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 %
WFM
726
Wilmington Funds Management
Delaware
$2.91M – – –
TCCM
727
Timber Creek Capital Management
Massachusetts
$2.91M +$2.88M +74,520 +11,040%
WWM
728
Willingdon Wealth Management
North Carolina
$2.88M +$614K +15,896 +27%
HIM
729
Harbour Investment Management
Washington
$2.87M +$7.73K +200 +0.3%
FCI
730
Financial Counselors Inc
Kansas
$2.87M +$271K +7,004 +10%
OA
731
Outfitter Advisors
Virginia
$2.87M -$97.4K -2,520 -3%
UF
732
Univest Financial
Pennsylvania
$2.86M -$483K -12,486 -14%
RS
733
Robeco Schweiz
Switzerland
$2.85M +$1.9M +48,850 +201%
AF
734
Arrow Financial
New York
$2.84M +$107K +2,780 +4%
BRM
735
Boston Research & Management
Massachusetts
$2.83M -$928 -24 -0%
CHC
736
City Holding Co
West Virginia
$2.83M +$63.2K +1,635 +2%
CCMINC
737
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.82M -$153K -3,947 -5%
CAM
738
Columbia Asset Management
Michigan
$2.81M +$96.7K +2,500 +4%
RC
739
Reik & Co
New York
$2.8M – – –
OPTFSNA
740
Old Point Trust & Financial Services N A
Virginia
$2.79M +$61.9K +1,600 +2%
TF
741
Trutina Financial
Washington
$2.79M -$140K -3,624 -5%
BIM
742
Bridgecreek Investment Management
Oklahoma
$2.78M -$7.97K -206 -0.3%
SFS
743
Strategic Financial Services
New York
$2.77M +$700K +18,110 +34%
FNT
744
First National Trust
Pennsylvania
$2.75M +$195K +5,050 +8%
CI
745
Constellation Investments
Ohio
$2.75M +$50.3K +1,300 +2%
FFBTD
746
First Financial Bank - Trust Division
Ohio
$2.74M -$329K -8,501 -11%
PWAP
747
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.74M -$25.7K -665 -0.9%
TIM
748
Thompson Investment Management
Wisconsin
$2.72M -$95.1K -2,460 -3%
CC
749
Columbia Capital
California
$2.72M – – –
PGFC
750
Peapack-Gladstone Financial Corp
New Jersey
$2.71M -$25.3K -655 -0.9%
28 29
30
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