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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 %
NSAM
776
North Star Asset Management
Wisconsin
$2.54M -$4.14K -98 -0.2%
AC
777
Alleghany Corporation
New York
$2.53M – – –
LCP
778
LGT Capital Partners
Switzerland
$2.53M +$1.9M +45,000 +300%
FNBOMD
779
First National Bank of Mount Dora
Florida
$2.53M -$65.4K -1,550 -3%
IT
780
Independence Trust
Tennessee
$2.52M +$39.5K +936 +2%
WJA
781
Williams Jones & Associates
New York
$2.52M +$60.2K +1,426 +2%
CC
782
Cadinha & Co
Hawaii
$2.52M -$153K -3,626 -6%
WG
783
Welch Group
Alabama
$2.52M -$76.7K -1,818 -3%
SSG
784
Summit Securities Group
New York
$2.51M -$6.38M -151,083 -72%
IHL
785
Investment House LLC
California
$2.51M -$1.29M -30,447 -34%
BBA
786
BLB&B Advisors
Pennsylvania
$2.5M -$98.5K -2,333 -4%
CAL
787
Capital Analysts LLC
Pennsylvania
$2.49M +$39K +923 +2%
HW
788
Hedeker Wealth
Illinois
$2.47M +$2.47M +58,482 New
BCM
789
Bourgeon Capital Management
Connecticut
$2.45M +$1.38M +32,600 +128%
TC
790
Taylor Cottrill
New Hampshire
$2.45M +$67.5K +1,600 +3%
NJBEST
791
New Jersey Better Educational Savings Trust
New Jersey
$2.45M +$1.44M +34,000 +142%
KCP
792
KDI Capital Partners
North Carolina
$2.45M +$2.33M +55,300 +2,048%
BTW
793
Boston Trust Walden
Massachusetts
$2.44M -$33.8K -800 -1%
SCM
794
Shelton Capital Management
Colorado
$2.42M +$850K +20,130 +54%
HRIA
795
Haberer Registered Investment Advisor
Ohio
$2.42M -$1.08M -25,457 -31%
AF
796
Arrow Financial
New York
$2.42M -$37.2K -880 -2%
MFS
797
MSI Financial Services
Massachusetts
$2.41M -$881K -20,869 -27%
TH
798
TCTC Holdings
Texas
$2.41M -$101K -2,400 -4%
GIA
799
Guyasuta Investment Advisors
Pennsylvania
$2.4M -$52.5K -1,244 -2%
OWD
800
Osborn Williams & Donohoe
Ohio
$2.39M +$14.8K +350 +0.6%
30 31
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