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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 %
IHL
801
Investment House LLC
California
$2.12M -$172K -4,275 -7%
BW
802
Bison Wealth
Georgia
$2.11M +$137K +3,404 +7%
BRWA
803
B. Riley Wealth Advisors
Florida
$2.1M +$18.8K +468 +0.9%
MCM
804
Manchester Capital Management
Vermont
$2.1M +$112K +2,800 +6%
BG
805
Bollard Group
Massachusetts
$2.06M -$106K -2,653 -5%
GP
806
Girard Partners
Pennsylvania
$2.06M -$63K -1,570 -3%
CI
807
Capital International
California
$2.06M – – –
SSWM
808
Smith Salley Wealth Management
North Carolina
$2.06M +$13.2K +329 +0.6%
PRS
809
Pinkerton Retirement Specialists
Idaho
$2.06M +$7.82K +195 +0.4%
CIA
810
Choate Investment Advisors
Massachusetts
$2.04M +$318K +7,920 +18%
FMBTD
811
First Midwest Bank Trust Division
Illinois
$2.04M -$237K -5,917 -10%
SHWM
812
Smith & Howard Wealth Management
Georgia
$2.03M +$44.3K +1,105 +2%
SLA
813
Silver Lake Advisory
Utah
$2.03M -$43.8K -1,091 -2%
BAM
814
Burnham Asset Management
New York
$2.02M -$95.1K -2,370 -4%
JCM
815
Jag Capital Management
Missouri
$2.02M +$13.1K +327 +0.7%
BCFS
816
Butensky & Cohen Financial Security
Florida
$2.02M +$28.5K +711 +1%
LSCM
817
LaSalle Street Capital Management
Illinois
$2.01M – – –
SAIG
818
Semper Augustus Investments Group
Colorado
$2.01M – – –
OWD
819
Osborn Williams & Donohoe
Ohio
$2.01M -$20.8K -525 -1%
WSCM
820
Wellington Shields Capital Management
New York
$2M -$612K -15,250 -23%
SNT
821
Security National Trust
West Virginia
$2M -$27.1K -675 -1%
WJA
822
Williams Jones & Associates
New York
$1.99M -$171K -4,258 -8%
ICOM
823
Investment Counselors of Maryland
Maryland
$1.99M -$12K -300 -0.6%
GA
824
Geneva Advisors
Illinois
$1.98M +$50.3K +1,255 +3%
PCMC
825
Paragon Capital Management (Colorado)
Colorado
$1.97M +$16K +400 +0.8%
31 32
33
34 35