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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 %
Lazard Asset Management
776
Lazard Asset Management
New York
$2.58M +$1.74K +45 +0.1%
KPCM
777
Kings Point Capital Management
New York
$2.57M +$13.5K +350 +0.5%
ST
778
Smithfield Trust
Pennsylvania
$2.57M +$22.8K +591 +0.9%
BII
779
Bainco International Investors
Massachusetts
$2.57M -$32.9K -850 -1%
UBWV
780
United Bank (West Virginia)
West Virginia
$2.55M -$3.91M -101,065 -61%
AO
781
Allen Operations
New York
$2.55M – – –
WB
782
Webster Bank
Connecticut
$2.53M -$23.2K -600 -0.9%
SFG
783
Sather Financial Group
Texas
$2.53M +$2.53M +65,494 New
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$2.53M -$122K -3,157 -5%
SA
785
Strategic Advisors
New York
$2.5M +$189K +4,887 +8%
CC
786
Cadinha & Co
Hawaii
$2.5M -$13.8K -357 -0.5%
PFP
787
Pinnacle Financial Partners
Tennessee
$2.5M +$50K +1,292 +2%
RMAM
788
Raab & Moskowitz Asset Management
New Jersey
$2.5M +$234K +6,284 +10%
FNBOMD
789
First National Bank of Mount Dora
Florida
$2.5M -$157K -4,065 -6%
RFS
790
Rockefeller Financial Services
New York
$2.49M -$8.87M -229,313 -78%
HCM
791
Howland Capital Management
Massachusetts
$2.48M +$8.51K +220 +0.3%
BBA
792
BLB&B Advisors
Pennsylvania
$2.46M +$129K +3,325 +6%
VP
793
Value Partners
Hong Kong
$2.44M -$14.7K -380 -0.6%
FHC
794
First Houston Capital
Texas
$2.44M -$96.7K -2,500 -4%
COI
795
Connable Office Inc
Michigan
$2.44M -$4.91K -127 -0.2%
SCA
796
Salient Capital Advisors
Texas
$2.42M +$32.7K +847 +1%
EFS
797
Essex Financial Services
Connecticut
$2.41M +$164K +4,248 +7%
NPC
798
National Planning Corporation
California
$2.39M +$79K +2,062 +3%
MC
799
Miles Capital
Iowa
$2.39M -$187K -4,825 -7%
NA
800
Navellier & Associates
Nevada
$2.39M +$6.03K +156 +0.3%
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