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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 %
SCM
801
Southport Capital Management
Tennessee
$2.39M +$220K +5,202 +10%
ST
802
Sabal Trust
Florida
$2.38M -$3.8K -90 -0.2%
PAIM
803
Punch & Associates Investment Management
Minnesota
$2.36M – – –
AAIM
804
American Assets Investment Management
California
$2.36M – – –
FFBTD
805
First Financial Bank - Trust Division
Ohio
$2.35M -$12.9K -306 -0.5%
IIM
806
Ipswich Investment Management
Massachusetts
$2.34M -$259K -6,140 -10%
IAMOG
807
Investors Asset Management of Georgia
Georgia
$2.33M +$2.33M +55,134 New
SLF
808
Sun Life Financial
Ontario, Canada
$2.33M -$326K -7,730 -12%
MCM
809
Manchester Capital Management
Vermont
$2.32M -$142K -3,366 -6%
BAM
810
Burnham Asset Management
New York
$2.31M +$45.2K +1,070 +2%
RNS
811
Robert N. Shapiro
$2.3M -$37.6K -889 -2%
ICOM
812
Investment Counselors of Maryland
Maryland
$2.3M -$167K -3,950 -7%
GP
813
Girard Partners
Pennsylvania
$2.29M -$142K -3,369 -6%
SA
814
Strategic Advisors
New York
$2.28M -$187K -4,431 -8%
FDCC
815
Foster Dykema Cabot & Co
Massachusetts
$2.28M -$85.4K -2,023 -4%
SJIM
816
St. Johns Investment Management
Florida
$2.27M -$21.7K -515 -0.9%
SACTSONJ
817
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.27M – – –
NFG
818
Next Financial Group
Texas
$2.26M -$1.32M -31,268 -37%
TYCC
819
Texas Yale Capital Corp
Florida
$2.26M +$142K +3,365 +7%
HRC
820
Hoertkorn Richard Charles
$2.25M -$6.33K -150 -0.3%
BIM
821
Bridges Investment Management
Nebraska
$2.24M +$80.2K +1,900 +4%
RHDIC
822
R.H. Dinel Investment Counsel
California
$2.21M – – –
BW
823
Bison Wealth
Georgia
$2.21M +$2.21M +52,272 New
CI
824
Capital International
California
$2.2M +$334K +7,900 +18%
ARMC
825
American Research & Management Company
Massachusetts
$2.2M – – –
31 32
33
34 35