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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
801
HHG & Company
Connecticut
$2.42M -$1.37K -32 -0.1%
ST
802
Sabal Trust
Florida
$2.41M +$15.6K +365 +0.7%
TC
803
Taylor Cottrill
New Hampshire
$2.41M -$137K -3,200 -5%
CWP
804
Capital Wealth Planning
Florida
$2.41M +$417K +9,765 +21%
OWD
805
Osborn Williams & Donohoe
Ohio
$2.4M -$23.5K -550 -1%
FDCC
806
Foster Dykema Cabot & Co
Massachusetts
$2.39M – – –
PAIM
807
Punch & Associates Investment Management
Minnesota
$2.39M – – –
AAIM
808
American Assets Investment Management
California
$2.39M – – –
PIA
809
Peachtree Investment Advisors
Georgia
$2.39M -$76.9K -1,803 -3%
FFBTD
810
First Financial Bank - Trust Division
Ohio
$2.38M -$185K -4,326 -7%
RNS
811
Robert N. Shapiro
$2.36M +$10.7K +251 +0.5%
MFBTD
812
MB Financial Bank - Trust Department
Illinois
$2.35M +$993K +23,364 +73%
SJIM
813
St. Johns Investment Management
Florida
$2.32M -$70.7K -1,657 -3%
ACM
814
Aviance Capital Management
Florida
$2.3M +$1.07M +25,023 +87%
SACTSONJ
815
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.29M – – –
BAM
816
Burnham Asset Management
New York
$2.29M +$111K +2,600 +5%
TWM
817
Torch Wealth Management
Ohio
$2.29M +$332K +7,772 +17%
CF
818
CNA Financial
Illinois
$2.29M – – –
HRC
819
Hoertkorn Richard Charles
$2.28M +$17.1K +400 +0.8%
GA
820
Geneva Advisors
Illinois
$2.25M -$105K -2,456 -4%
RAM
821
Roanoke Asset Management
New Jersey
$2.24M -$213K -4,990 -9%
RHDIC
822
R.H. Dinel Investment Counsel
California
$2.24M – – –
NIM
823
Northeast Investment Management
Massachusetts
$2.23M -$20K -469 -0.9%
ST
824
Smithfield Trust
Pennsylvania
$2.22M -$84.2K -1,974 -4%
AMIM
825
Aull & Monroe Investment Management
Alabama
$2.22M +$22.2K +520 +1%
31 32
33
34 35