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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
751
Lazard Asset Management
New York
$2.58M – – –
SCM
752
Sterneck Capital Management
Missouri
$2.58M +$2.26M +57,495 +693%
CCA
753
Checchi Capital Advisers
California
$2.56M -$14.5K -370 -0.6%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$2.56M +$5.77K +147 +0.2%
AIM
755
Allen Investment Management
New York
$2.56M +$941 +24 +0%
EM
756
Excalibur Management
Massachusetts
$2.56M +$39.5K +1,008 +2%
WSCM
757
Wellington Shields Capital Management
New York
$2.55M +$6.94K +177 +0.3%
NSEDCP
758
NJ State Employees Deferred Compensation Plan
New Jersey
$2.55M – – –
JWBC
759
J.W. Burns & Co
New York
$2.55M -$108K -2,741 -4%
PFSC
760
Peoples Financial Services Corp
Pennsylvania
$2.53M +$31.7K +808 +1%
WFG
761
Wills Financial Group
Virginia
$2.53M -$72.9K -1,859 -3%
YIA
762
YHB Investment Advisors
Connecticut
$2.53M -$1.93M -49,301 -43%
PRC
763
Platte River Capital
Colorado
$2.53M -$927K -23,633 -27%
MSU
764
Maple Securities USA
New Jersey
$2.52M -$1.12M -28,537 -31%
HVIA
765
Hudson Valley Investment Advisors
New York
$2.51M -$93.2K -2,375 -4%
LA
766
LVW Advisors
New York
$2.49M +$2.23M +56,904 +852%
PTC
767
Private Trust Company
Ohio
$2.48M +$95K +2,422 +4%
PWAP
768
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.47M -$45.5K -1,159 -2%
WS
769
Wedbush Securities
California
$2.47M +$145K +3,701 +6%
OPTFSNA
770
Old Point Trust & Financial Services N A
Virginia
$2.46M -$11.8K -300 -0.5%
NA
771
Navellier & Associates
Nevada
$2.46M +$582K +14,848 +31%
COI
772
Connable Office Inc
Michigan
$2.46M – – –
WG
773
Welch Group
Alabama
$2.44M +$51.4K +1,310 +2%
SGC
774
South Georgia Capital
Illinois
$2.42M +$2.12M +54,100 +703%
SHA
775
Smith Hayes Advisers
Nebraska
$2.4M -$2.71K -69 -0.1%
29 30
31
32 33