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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 %
III
776
Independent Investors Inc
New York
$2.46M -$16.2K -400 -0.7%
TIM
777
Thompson Investment Management
Wisconsin
$2.44M -$125K -3,075 -5%
NSAM
778
North Star Asset Management
Wisconsin
$2.44M – – –
AC
779
Alleghany Corporation
New York
$2.43M – – –
JG
780
Jefferies Group
New York
$2.41M +$2.41M +59,527 New
WS
781
Wedbush Securities
California
$2.4M -$567K -13,995 -19%
SIM
782
Sadoff Investment Management
Wisconsin
$2.39M -$64.8K -1,598 -3%
TH
783
TCTC Holdings
Texas
$2.39M +$77K +1,900 +3%
HA
784
Hamel Associates
New Jersey
$2.39M -$132K -3,250 -5%
BTW
785
Boston Trust Walden
Massachusetts
$2.37M +$22K +542 +0.9%
SI
786
SII Investments
Wisconsin
$2.37M -$353K -8,718 -13%
IHL
787
Investment House LLC
California
$2.36M -$41.6K -1,025 -2%
BCA
788
Bray Capital Advisors
Florida
$2.35M +$278K +6,861 +13%
BCM
789
Bourgeon Capital Management
Connecticut
$2.34M -$20.3K -500 -0.9%
FNT
790
First National Trust
Pennsylvania
$2.33M -$470K -11,582 -17%
SCM
791
Shelton Capital Management
Colorado
$2.33M +$4.05K +100 +0.2%
FNBOMD
792
First National Bank of Mount Dora
Florida
$2.31M -$116K -2,865 -5%
WJA
793
Williams Jones & Associates
New York
$2.31M -$110K -2,720 -5%
OWD
794
Osborn Williams & Donohoe
Ohio
$2.31M +$8.11K +200 +0.4%
TCM
795
Tradition Capital Management
New Jersey
$2.3M -$187K -4,604 -8%
CFA
796
Carroll Financial Associates
North Carolina
$2.28M +$159K +3,915 +7%
PAIM
797
Punch & Associates Investment Management
Minnesota
$2.27M – – –
AAIM
798
American Assets Investment Management
California
$2.27M – – –
ST
799
Sabal Trust
Florida
$2.27M -$16.2K -400 -0.7%
MF
800
Magnetar Financial
Illinois
$2.26M +$2.26M +55,674 New
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