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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 %
CIA
801
CCM Investment Advisers
South Carolina
$2.38M -$4.22M -109,298 -64%
ONB
802
Old National Bancorp
Indiana
$2.38M +$64.8K +1,676 +3%
WG
803
Welch Group
Alabama
$2.37M -$70.6K -1,825 -3%
HI
804
Hendershot Investments
Virginia
$2.37M -$10.6K -275 -0.4%
MC
805
Mathes Company
New York
$2.36M +$2.1M +54,349 +809%
MCC
806
Mid Continent Capital
Illinois
$2.35M +$42.5K +1,100 +2%
NSAM
807
North Star Asset Management
Wisconsin
$2.34M -$6.73K -174 -0.3%
AC
808
Alleghany Corporation
New York
$2.32M – – –
ECAM
809
East Coast Asset Management
Massachusetts
$2.32M +$24.8K +642 +1%
GIA
810
Guyasuta Investment Advisors
Pennsylvania
$2.31M +$37.6K +973 +2%
SGAM
811
Steinberg Global Asset Management
Florida
$2.31M – – –
TH
812
TCTC Holdings
Texas
$2.3M – – –
FAT
813
First American Trust
California
$2.29M -$2.87M -74,152 -56%
GAM
814
Guinness Asset Management
United Kingdom
$2.29M +$331K +8,560 +17%
TC
815
Taylor Cottrill
New Hampshire
$2.29M -$143K -3,700 -6%
BTW
816
Boston Trust Walden
Massachusetts
$2.29M -$22.1K -573 -1%
MJRIC
817
Mogy Joel R Investment Counsel
California
$2.28M -$92.8K -2,400 -4%
ICOM
818
Investment Counselors of Maryland
Maryland
$2.27M -$19.3K -500 -0.8%
IT
819
Independence Trust
Tennessee
$2.27M +$59.3K +1,535 +3%
OWD
820
Osborn Williams & Donohoe
Ohio
$2.26M -$110K -2,850 -5%
EM
821
Excalibur Management
Massachusetts
$2.26M +$491K +12,710 +28%
MCM
822
Manchester Capital Management
Vermont
$2.25M +$12.3K +317 +0.5%
FA
823
FDx Advisors
Illinois
$2.25M +$152K +3,943 +7%
NIM
824
Northeast Investment Management
Massachusetts
$2.25M -$533K -13,780 -19%
PFSC
825
Peoples Financial Services Corp
Pennsylvania
$2.25M -$58K -1,500 -3%
31 32
33
34 35