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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 %
CFA
826
Carroll Financial Associates
North Carolina
$2.18M -$1.6M -38,361 -42%
FMB
827
Field & Main Bank
Kentucky
$2.17M +$8.45K +200 +0.4%
B
828
BancorpSouth
Mississippi
$2.17M +$47.3K +1,120 +2%
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$2.16M -$1.05M -24,834 -33%
SLA
830
Silver Lake Advisory
Utah
$2.16M +$23.6K +558 +1%
SWM
831
SVA Wealth Management
Wisconsin
$2.16M +$116K +2,742 +6%
BCA
832
Bray Capital Advisors
Florida
$2.15M +$2.15M +50,982 New
LNB
833
Ledyard National Bank
$2.14M +$343K +8,133 +19%
AMIM
834
Aull & Monroe Investment Management
Alabama
$2.13M -$71.7K -1,697 -3%
FMBTD
835
First Midwest Bank Trust Division
Illinois
$2.12M -$32.4K -768 -2%
SAIG
836
Semper Augustus Investments Group
Colorado
$2.11M – – –
GA
837
Geneva Advisors
Illinois
$2.11M -$116K -2,745 -5%
GIM
838
Goelzer Investment Management
Indiana
$2.1M +$18.2K +430 +0.9%
BG
839
Bollard Group
Massachusetts
$2.07M +$164K +3,889 +9%
JCM
840
Jag Capital Management
Missouri
$2.06M +$26K +616 +1%
HC
841
Hendley & Co
Ohio
$2.06M -$1.4M -33,244 -41%
Harris Associates
842
Harris Associates
Illinois
$2.06M +$16.9K +400 +0.8%
CIA
843
CCM Investment Advisers
South Carolina
$2.05M -$105K -2,488 -5%
AssetMark Inc
844
AssetMark Inc
California
$2.05M -$21.4K -508 -1%
TBA
845
Tower Bridge Advisors
Pennsylvania
$2.04M +$25.7K +609 +1%
NIM
846
Northeast Investment Management
Massachusetts
$2.04M -$166K -3,924 -8%
AP
847
Advisor Partners
California
$2.03M -$77.5K -1,839 -4%
WTB
848
Washington Trust Bank
Washington
$2.03M +$12.6K +298 +0.6%
BAM
849
Brave Asset Management
New Jersey
$2.01M -$50.7K -1,200 -2%
CIA
850
Choate Investment Advisors
Massachusetts
$2.01M -$36.6K -868 -2%
32 33
34
35 36