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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCC
801
Foster Dykema Cabot & Co
Massachusetts
$2.17M +$85.9K +2,190 +4%
IAMOG
802
Investors Asset Management of Georgia
Georgia
$2.17M +$5.89K +150 +0.3%
RHBC
803
R.H. Bluestein & Co
Michigan
$2.16M +$1.38M +35,210 +177%
WA
804
WBH Advisory
Maryland
$2.16M -$102K -2,593 -4%
CIA
805
Covington Investment Advisors
Pennsylvania
$2.13M -$3.92K -100 -0.2%
BG
806
Bollard Group
Massachusetts
$2.12M +$16.8K +429 +0.8%
WJA
807
Williams Jones & Associates
New York
$2.12M -$120K -3,056 -5%
SACTSONJ
808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.11M – – –
RC
809
Roundview Capital
New Jersey
$2.1M +$926K +23,600 +79%
HIM
810
Harbour Investment Management
Washington
$2.1M -$23.1K -590 -1%
SJIM
811
St. Johns Investment Management
Florida
$2.09M +$10.7K +273 +0.5%
BCM
812
Bourgeon Capital Management
Connecticut
$2.09M -$168K -4,280 -7%
CWM
813
Concert Wealth Management
California
$2.09M +$576K +14,645 +38%
GF
814
Gerstein Fisher
New York
$2.08M -$45.5K -1,161 -2%
Victory Capital Management
815
Victory Capital Management
Texas
$2.08M +$2.08M +52,889 New
TCM
816
Tradition Capital Management
New Jersey
$2.08M -$145K -3,708 -7%
GP
817
Girard Partners
Pennsylvania
$2.08M +$18.8K +478 +0.9%
BAM
818
Burnham Asset Management
New York
$2.07M -$39.2K -1,000 -2%
OWD
819
Osborn Williams & Donohoe
Ohio
$2.07M -$231K -5,723 -10%
BBA
820
BLB&B Advisors
Pennsylvania
$2.06M -$89.1K -2,272 -4%
FCBT
821
First Citizens Bank & Trust
North Carolina
$2.06M +$48.7K +1,241 +2%
AP
822
Advisor Partners
California
$2.05M +$250K +6,236 +14%
BRWA
823
B. Riley Wealth Advisors
Florida
$2.04M -$90.8K -2,312 -4%
FFBTD
824
First Financial Bank - Trust Division
Ohio
$2.03M -$65.9K -1,679 -3%
SLA
825
Silver Lake Advisory
Utah
$2.02M +$6.12K +156 +0.3%
31 32
33
34 35