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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
726
Pitcairn
Pennsylvania
$2.7M -$35K -872 -1%
WT
727
Washington Trust
Rhode Island
$2.69M -$24.7K -615 -0.9%
RT
728
Rockland Trust
Massachusetts
$2.69M +$439K +10,935 +19%
EDRH
729
Edmond de Rothschild Holding
Switzerland
$2.68M -$319K -7,943 -11%
CVM
730
Cheviot Value Management
California
$2.66M -$267K -6,650 -9%
EM
731
Excalibur Management
Massachusetts
$2.66M +$44.5K +1,109 +2%
HCM
732
Howland Capital Management
Massachusetts
$2.64M -$37.6K -938 -1%
FAAS
733
First Allied Advisory Services
California
$2.64M -$287K -7,152 -10%
AO
734
Allen Operations
New York
$2.64M – – –
TH
735
TCTC Holdings
Texas
$2.62M +$264K +6,573 +11%
BCMO
736
Buckingham Capital Management (Ohio)
Ohio
$2.62M -$50.4K -1,256 -2%
EFS
737
Essex Financial Services
Connecticut
$2.62M -$63.1K -1,574 -2%
AIM
738
Allen Investment Management
New York
$2.62M +$1K +25 +0%
NSEDCP
739
NJ State Employees Deferred Compensation Plan
New Jersey
$2.61M – – –
PFSC
740
Peoples Financial Services Corp
Pennsylvania
$2.6M +$14K +350 +0.5%
Eagle Capital Management (New York)
741
Eagle Capital Management (New York)
New York
$2.6M -$190M -4,726,437 -99%
SCM
742
Sterneck Capital Management
Missouri
$2.6M -$44.2K -1,103 -2%
MFS
743
MSI Financial Services
Massachusetts
$2.59M -$74.7K -1,862 -3%
NA
744
Navellier & Associates
Nevada
$2.59M +$68.5K +1,708 +3%
LA
745
LVW Advisors
New York
$2.58M +$32.8K +818 +1%
JWM
746
Jackson Wealth Management
Florida
$2.58M -$269K -6,695 -9%
SCA
747
Strategic Capital Alternatives
United States
$2.58M -$1.66M -41,303 -39%
NG
748
Northstar Group
New York
$2.56M -$101K -2,511 -4%
WG
749
Welch Group
Alabama
$2.56M +$68.2K +1,699 +3%
VHAM
750
Van Hulzen Asset Management
California
$2.54M -$212K -5,288 -8%
28 29
30
31 32