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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
726
Linscomb Wealth
Texas
$3.03M -$4.78K -112 -0.2%
UF
727
Univest Financial
Pennsylvania
$3.03M -$118K -2,771 -4%
WSTAM
728
Wilbanks Smith & Thomas Asset Management
Virginia
$2.99M +$108K +2,523 +4%
BCMO
729
Buckingham Capital Management (Ohio)
Ohio
$2.98M -$11.6K -273 -0.4%
NMIFOAC
730
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.97M – – –
CT
731
Cambridge Trust
Massachusetts
$2.97M -$50.6K -1,187 -2%
HA
732
Hamel Associates
New Jersey
$2.94M -$53.7K -1,260 -2%
WT
733
Washington Trust
Rhode Island
$2.91M -$59.9K -1,405 -2%
PFP
734
Pinnacle Financial Partners
Tennessee
$2.91M +$105K +2,451 +4%
PWAP
735
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.9M -$37.5K -880 -1%
WFG
736
Wills Financial Group
Virginia
$2.9M -$119K -2,785 -4%
SI
737
SII Investments
Wisconsin
$2.9M -$210K -4,928 -7%
PCA
738
Private Capital Advisors
Connecticut
$2.89M -$66.1K -1,550 -2%
CAM
739
Congress Asset Management
Massachusetts
$2.88M -$126K -2,947 -4%
FMW
740
Farr Miller & Washington
District of Columbia
$2.88M -$21.1K -495 -0.7%
FTC
741
Farmers Trust Company
Ohio
$2.88M -$17.1K -400 -0.6%
WRM
742
Weybosset Research & Management
Rhode Island
$2.87M -$3.66M -85,800 -56%
ASN
743
Advisory Services Network
Georgia
$2.87M +$2.04M +47,929 +247%
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
$2.86M -$97.6K -2,289 -3%
Lazard Asset Management
745
Lazard Asset Management
New York
$2.85M -$4.69M -110,000 -62%
KPCM
746
Kings Point Capital Management
New York
$2.84M +$27.2K +637 +1%
HCM
747
Howland Capital Management
Massachusetts
$2.83M -$22.2K -520 -0.8%
SFG
748
Sather Financial Group
Texas
$2.82M – – –
AO
749
Allen Operations
New York
$2.81M – – –
VKH
750
Virtu KCG Holdings
New York
$2.81M +$903K +21,171 +47%
28 29
30
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