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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
776
Sabal Trust
Florida
$2.29M +$25.3K +630 +1%
CWM
777
Concert Wealth Management
California
$2.28M +$144K +3,588 +7%
SAM
778
Symphony Asset Management
California
$2.25M +$2.25M +56,125 New
ICRM
779
Insight Capital Research & Management
California
$2.25M +$2.25M +56,078 New
PAIM
780
Punch & Associates Investment Management
Minnesota
$2.25M – – –
AAIM
781
American Assets Investment Management
California
$2.25M – – –
IAMOG
782
Investors Asset Management of Georgia
Georgia
$2.24M +$27.5K +685 +1%
BBA
783
BLB&B Advisors
Pennsylvania
$2.24M +$132K +3,278 +6%
LH
784
Lebenthal Holdings
New York
$2.23M -$109K -2,729 -5%
BCM
785
Bourgeon Capital Management
Connecticut
$2.23M +$90.3K +2,250 +4%
FDCC
786
Foster Dykema Cabot & Co
Massachusetts
$2.22M – – –
CM
787
Cornerstone Management
Georgia
$2.22M -$2.08M -51,770 -48%
SM
788
Stratton Management
Pennsylvania
$2.21M +$1.02M +25,483 +86%
SCM
789
Stuyvesant Capital Management
New York
$2.21M -$215K -5,350 -9%
HA
790
Hamel Associates
New Jersey
$2.2M -$100K -2,500 -4%
CIA
791
Covington Investment Advisors
Pennsylvania
$2.19M +$10K +250 +0.5%
GF
792
Gerstein Fisher
New York
$2.17M +$45K +1,121 +2%
HIM
793
Harbour Investment Management
Washington
$2.17M +$28.1K +700 +1%
YMRC
794
Yorktown Management & Research Company
Virginia
$2.16M +$2.16M +53,900 New
WA
795
WBH Advisory
Maryland
$2.16M -$52.5K -1,308 -2%
SACTSONJ
796
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.16M – – –
AUB
797
Atlantic Union Bankshares
Virginia
$2.15M +$235K +5,869 +12%
AP
798
Advisor Partners
California
$2.14M +$97.9K +2,446 +5%
SJIM
799
St. Johns Investment Management
Florida
$2.13M -$9.59K -239 -0.4%
MBTD
800
Mechanics Bank - Trust Department
California
$2.13M -$617K -15,366 -22%
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