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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
826
Voya Financial Advisors
Connecticut
$2.07M +$2.07M +51,183 New
RT
827
Rockland Trust
Massachusetts
$2.06M +$141K +3,485 +7%
SNT
828
Security National Trust
West Virginia
$2.05M +$157K +3,883 +8%
BIM
829
Bridges Investment Management
Nebraska
$2.03M -$120K -2,950 -6%
SAIG
830
Semper Augustus Investments Group
Colorado
$2.03M – – –
SCP
831
Scoria Capital Partners
Connecticut
$2.03M +$2.03M +50,000 New
ARMC
832
American Research & Management Company
Massachusetts
$2.02M -$85.2K -2,100 -4%
SHWM
833
Smith & Howard Wealth Management
Georgia
$2.02M +$91.4K +2,254 +5%
CC
834
Cadinha & Co
Hawaii
$2M -$418K -10,300 -17%
PCMC
835
Paragon Capital Management (Colorado)
Colorado
$1.99M +$402K +9,916 +25%
MCM
836
Manchester Capital Management
Vermont
$1.99M -$238K -5,871 -11%
SSWM
837
Smith Salley Wealth Management
North Carolina
$1.99M +$133K +3,288 +7%
JCM
838
Jag Capital Management
Missouri
$1.98M +$5.47K +135 +0.3%
BW
839
Bison Wealth
Georgia
$1.98M -$137K -3,367 -6%
AssetMark Inc
840
AssetMark Inc
California
$1.98M +$18.3K +452 +0.9%
GA
841
Geneva Advisors
Illinois
$1.98M -$46.3K -1,141 -2%
HC
842
Hendley & Co
Ohio
$1.98M – – –
PRS
843
Pinkerton Retirement Specialists
Idaho
$1.98M +$1.6M +39,440 +426%
TBA
844
Tower Bridge Advisors
Pennsylvania
$1.97M +$14.1K +347 +0.7%
CA
845
Capital Advantage
California
$1.97M +$1.51M +20,258 +330%
LNB
846
Ledyard National Bank
$1.95M -$104K -2,571 -5%
BCFS
847
Butensky & Cohen Financial Security
Florida
$1.95M +$51.1K +1,260 +3%
FNFDCM
848
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.95M +$124K +3,050 +7%
NA
849
Navellier & Associates
Nevada
$1.94M -$630K -15,530 -24%
NIM
850
Northeast Investment Management
Massachusetts
$1.94M -$24K -591 -1%
32 33
34
35 36