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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 %
LW
726
Linscomb Wealth
Texas
$2.86M +$118K +2,905 +4%
PFP
727
Pinnacle Financial Partners
Tennessee
$2.86M +$72.9K +1,797 +3%
P
728
Pitcairn
Pennsylvania
$2.85M -$107K -2,637 -4%
ICM
729
Ionic Capital Management
New York
$2.84M -$1.95M -48,000 -41%
FAAS
730
First Allied Advisory Services
California
$2.84M -$224K -5,535 -7%
EFS
731
Essex Financial Services
Connecticut
$2.83M -$34.5K -851 -1%
VHAM
732
Van Hulzen Asset Management
California
$2.83M +$2.43M +60,022 +621%
NMIFOAC
733
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.82M – – –
BOCM
734
Bontempo Ohly Capital Management
Maryland
$2.82M +$2.82M +69,592 New
HCM
735
Howland Capital Management
Massachusetts
$2.81M -$127K -3,137 -4%
FMW
736
Farr Miller & Washington
District of Columbia
$2.81M +$20.3K +500 +0.7%
IMOV
737
Investment Management of Virginia
Virginia
$2.79M -$316K -7,795 -10%
ZB
738
Zions Bancorporation
Utah
$2.79M +$2.79M +68,751 New
MBTD
739
Mechanics Bank - Trust Department
California
$2.77M -$68.9K -1,700 -2%
GIA
740
Guyasuta Investment Advisors
Pennsylvania
$2.77M +$458K +11,288 +20%
FTC
741
Farmers Trust Company
Ohio
$2.75M +$2.75M +67,710 +102,591%
JWBC
742
J.W. Burns & Co
New York
$2.74M -$41.8K -1,030 -1%
SCM
743
Southport Capital Management
Tennessee
$2.71M +$419K +10,320 +18%
GA
744
GFS Advisors
Texas
$2.71M -$998K -24,600 -27%
WFG
745
Wills Financial Group
Virginia
$2.69M -$52.7K -1,300 -2%
KPCM
746
Kings Point Capital Management
New York
$2.69M -$16.1K -398 -0.6%
RC
747
Reik & Co
New York
$2.69M -$373K -9,200 -12%
BCMO
748
Buckingham Capital Management (Ohio)
Ohio
$2.69M -$118K -2,915 -4%
HVIA
749
Hudson Valley Investment Advisors
New York
$2.69M +$1.96M +48,405 +272%
NG
750
Northstar Group
New York
$2.68M -$18.3K -450 -0.7%
28 29
30
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