KO icon

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 %
AIM
751
Allen Investment Management
New York
$2.75M +$140K +3,308 +5%
OPTFSNA
752
Old Point Trust & Financial Services N A
Virginia
$2.74M -$279K -6,600 -9%
NSEDCP
753
NJ State Employees Deferred Compensation Plan
New Jersey
$2.74M – – –
BCM
754
Bluefin Capital Management
New York
$2.7M -$4.87M -115,270 -64%
NA
755
Navellier & Associates
Nevada
$2.68M +$214K +5,067 +9%
HDIM
756
Hanson & Doremus Investment Management
Vermont
$2.68M – – –
WSCM
757
Wellington Shields Capital Management
New York
$2.67M -$45K -1,066 -2%
TIM
758
Thompson Investment Management
Wisconsin
$2.67M -$73.5K -1,740 -3%
VP
759
Value Partners
Hong Kong
$2.67M – – –
PPSG
760
Princeton Portfolio Strategies Group
New Jersey
$2.67M +$3.59K +85 +0.1%
EM
761
Excalibur Management
Massachusetts
$2.67M +$121K +2,865 +5%
FHA
762
First Horizon Advisors
Tennessee
$2.65M -$2.2K -52 -0.1%
FHC
763
First Houston Capital
Texas
$2.65M +$10.6K +250 +0.4%
COI
764
Connable Office Inc
Michigan
$2.64M – – –
WA
765
WBH Advisory
Maryland
$2.63M -$131K -3,114 -5%
HA
766
Hamel Associates
New Jersey
$2.63M -$283K -6,700 -10%
PFSC
767
Peoples Financial Services Corp
Pennsylvania
$2.62M -$39K -925 -1%
NPC
768
National Planning Corporation
California
$2.62M -$51.2K -1,190 -2%
SHA
769
Smith Hayes Advisers
Nebraska
$2.61M -$40.9K -968 -2%
PTC
770
Private Trust Company
Ohio
$2.61M +$455K +10,779 +21%
CCA
771
Checchi Capital Advisers
California
$2.6M +$175K +4,135 +7%
TCM
772
Tradition Capital Management
New Jersey
$2.59M -$106K -2,503 -4%
III
773
Independent Investors Inc
New York
$2.58M -$99.2K -2,350 -4%
SIM
774
Sadoff Investment Management
Wisconsin
$2.56M -$77.5K -1,835 -3%
TTWM
775
TCV Trust & Wealth Management
Virginia
$2.56M -$31.7K -750 -1%
29 30
31
32 33