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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 %
TTWM
826
TCV Trust & Wealth Management
Virginia
$2.24M -$65.9K -1,706 -3%
RNS
827
Robert N. Shapiro
$2.24M -$15.3K -396 -0.7%
CAL
828
Capital Analysts LLC
Pennsylvania
$2.23M +$293K +7,581 +15%
OMCS
829
Old Mutual Customised Solutions
South Africa
$2.22M +$472K +12,200 +27%
FDCC
830
Foster Dykema Cabot & Co
Massachusetts
$2.21M – – –
HC
831
HHG & Company
Connecticut
$2.2M +$88.7K +2,292 +4%
GA
832
Geneva Advisors
Illinois
$2.19M +$635K +16,436 +41%
SCM
833
Southport Capital Management
Tennessee
$2.18M -$104K -2,677 -5%
WIC
834
Woodmont Investment Counsel
Tennessee
$2.18M -$22.2K -575 -1%
PAIM
835
Punch & Associates Investment Management
Minnesota
$2.17M – – –
HRC
836
Hoertkorn Richard Charles
$2.17M -$7.73K -200 -0.4%
AAIM
837
American Assets Investment Management
California
$2.17M – – –
SJIM
838
St. Johns Investment Management
Florida
$2.16M +$2.16M +55,929 New
FWP
839
FAS Wealth Partners
Kansas
$2.15M -$776K -20,074 -27%
WTB
840
Washington Trust Bank
Washington
$2.14M +$2.14M +55,346 New
ST
841
Sabal Trust
Florida
$2.14M -$184K -4,765 -8%
PWP
842
Private Wealth Partners
California
$2.13M +$33.2K +860 +2%
Harris Associates
843
Harris Associates
Illinois
$2.12M -$92.8K -2,400 -4%
NCM
844
Narwhal Capital Management
Georgia
$2.1M – – –
LNB
845
Ledyard National Bank
$2.08M -$1.16M -30,066 -36%
RHDIC
846
R.H. Dinel Investment Counsel
California
$2.08M -$56.1K -1,450 -3%
ARMC
847
American Research & Management Company
Massachusetts
$2.08M -$109K -2,825 -5%
SACTSONJ
848
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.08M – – –
LW
849
Linscomb Wealth
Texas
$2.07M +$655K +16,938 +46%
NIC
850
Northwest Investment Counselors
Oregon
$2.06M +$124K +3,209 +6%
32 33
34
35 36