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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 %
WT
726
Washington Trust
Rhode Island
$2.94M +$66.4K +1,572 +2%
NMIFOAC
727
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.94M – – –
BCMO
728
Buckingham Capital Management (Ohio)
Ohio
$2.92M -$24.5K -581 -0.8%
FNT
729
First National Trust
Pennsylvania
$2.92M -$410K -9,707 -12%
PL
730
Perpetual Ltd
Australia
$2.91M -$1.25M -29,709 -30%
PFP
731
Pinnacle Financial Partners
Tennessee
$2.9M +$28.5K +675 +1%
FMW
732
Farr Miller & Washington
District of Columbia
$2.9M +$51.7K +1,225 +2%
JWBC
733
J.W. Burns & Co
New York
$2.9M -$453K -10,740 -14%
CCI
734
Columbus Circle Investors
$2.88M +$2.88M +68,300 New
WG
735
Winton Group
United Kingdom
$2.88M -$3.55M -84,024 -55%
PVH
736
Psagot Value Holdings
Israel
$2.87M -$321K -7,600 -10%
LW
737
Linscomb Wealth
Texas
$2.86M -$140K -3,315 -5%
WFG
738
Wills Financial Group
Virginia
$2.86M -$14.4K -341 -0.5%
PWAP
739
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.84M -$33K -782 -1%
SI
740
SII Investments
Wisconsin
$2.83M -$29.7K -707 -1%
HIM
741
Harbour Investment Management
Washington
$2.82M -$269K -6,365 -9%
KPCM
742
Kings Point Capital Management
New York
$2.82M +$7.05K +167 +0.3%
ATC
743
Argent Trust Co
Tennessee
$2.82M +$2.82M +66,748 New
NG
744
Northstar Group
New York
$2.81M +$2.81M +66,555 New
Lazard Asset Management
745
Lazard Asset Management
New York
$2.79M -$30.9K -731 -1%
AO
746
Allen Operations
New York
$2.78M – – –
PGFC
747
Peapack-Gladstone Financial Corp
New Jersey
$2.78M -$55.2K -1,307 -2%
MCM
748
McMillion Capital Management
North Carolina
$2.77M -$5.87K -139 -0.2%
SCA
749
Salient Capital Advisors
Texas
$2.77M +$152K +3,604 +6%
LNWWM
750
Laird Norton Wetherby Wealth Management
California
$2.76M +$136K +3,209 +5%
28 29
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