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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 %
HA
751
Hamel Associates
New Jersey
$2.71M -$146K -3,785 -5%
HIC
752
Hartline Investment Corp
Illinois
$2.71M -$695K -17,990 -20%
WT
753
Washington Trust
Rhode Island
$2.71M +$390K +10,089 +17%
DD
754
Dominick & Dominick
New York
$2.7M +$32.9K +850 +1%
GP
755
Girard Partners
Pennsylvania
$2.7M +$115K +2,975 +4%
NMIFOAC
756
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.69M – – –
LP
757
LMR Partners
United Kingdom
$2.69M +$2.69M +69,528 New
TH
758
Timber Hill
Connecticut
$2.68M -$1.79M -46,325 -40%
BSPF
759
British Steel Pension Fund
United Kingdom
$2.68M +$354K +9,164 +15%
FTC
760
Farmers Trust Company
Ohio
$2.67M +$105K +2,718 +4%
HDIM
761
Hanson & Doremus Investment Management
Vermont
$2.67M +$46.8K +1,210 +2%
WFG
762
Wills Financial Group
Virginia
$2.66M +$344K +8,888 +15%
BCMO
763
Buckingham Capital Management (Ohio)
Ohio
$2.66M +$290K +7,507 +12%
SWM
764
Segment Wealth Management
Texas
$2.64M +$216K +5,584 +9%
WSTAM
765
Wilbanks Smith & Thomas Asset Management
Virginia
$2.63M +$425 +11 +0%
WA
766
WBH Advisory
Maryland
$2.63M +$696 +18 +0%
RIM
767
Regent Investment Management
Kentucky
$2.63M +$11.9K +307 +0.5%
CIA
768
Choate Investment Advisors
Massachusetts
$2.62M -$234K -6,050 -8%
SC
769
Saiers Capital
New York
$2.62M -$619K -16,000 -19%
FMW
770
Farr Miller & Washington
District of Columbia
$2.62M -$6.19K -160 -0.2%
MFS
771
MSI Financial Services
Massachusetts
$2.61M -$1.06M -27,410 -29%
MCM
772
McMillion Capital Management
North Carolina
$2.61M -$154K -3,975 -6%
EIM
773
Essex Investment Management
Massachusetts
$2.61M -$58K -1,500 -2%
SHA
774
Smith Hayes Advisers
Nebraska
$2.59M +$16.8K +435 +0.7%
BIM
775
Bridges Investment Management
Nebraska
$2.59M -$113K -2,925 -4%
29 30
31
32 33