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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 %
MFS
751
MSI Financial Services
Massachusetts
$2.68M +$361K +8,908 +16%
AO
752
Allen Operations
New York
$2.67M – – –
Lazard Asset Management
753
Lazard Asset Management
New York
$2.67M -$6.81K -168 -0.3%
CCA
754
Checchi Capital Advisers
California
$2.66M +$160K +3,954 +6%
SIG
755
Schooner Investment Group
Pennsylvania
$2.64M -$1.42M -35,000 -35%
AIM
756
Allen Investment Management
New York
$2.64M – – –
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$2.64M -$10.8K -266 -0.4%
NSEDCP
758
NJ State Employees Deferred Compensation Plan
New Jersey
$2.64M – – –
WSCM
759
Wellington Shields Capital Management
New York
$2.63M +$62.7K +1,546 +2%
QCMC
760
Quantum Capital Management (California)
California
$2.62M +$801K +19,279 +44%
PWAP
761
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.6M -$124K -3,056 -5%
SCA
762
Salient Capital Advisors
Texas
$2.6M -$59.9K -1,478 -2%
EM
763
Excalibur Management
Massachusetts
$2.6M +$41.8K +1,030 +2%
PFSC
764
Peoples Financial Services Corp
Pennsylvania
$2.59M +$66.9K +1,650 +3%
OPTFSNA
765
Old Point Trust & Financial Services N A
Virginia
$2.56M -$76K -1,874 -3%
SA
766
Strategic Advisors
New York
$2.54M +$249K +5,873 +11%
COI
767
Connable Office Inc
Michigan
$2.54M – – –
IT
768
Independence Trust
Tennessee
$2.53M +$101K +2,500 +4%
HDIM
769
Hanson & Doremus Investment Management
Vermont
$2.5M -$73K -1,800 -3%
CAL
770
Capital Analysts LLC
Pennsylvania
$2.48M +$88.3K +2,178 +4%
SHA
771
Smith Hayes Advisers
Nebraska
$2.48M -$28.3K -697 -1%
TTWM
772
TCV Trust & Wealth Management
Virginia
$2.47M +$10.1K +250 +0.4%
MCM
773
McMillion Capital Management
North Carolina
$2.47M -$196K -4,843 -7%
PTC
774
Private Trust Company
Ohio
$2.46M -$43K -1,060 -2%
ATC
775
Argent Trust Co
Tennessee
$2.46M -$244K -6,022 -9%
29 30
31
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