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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 %
PTC
851
Private Trust Company
Ohio
$2.03M -$117K -3,016 -5%
LCM
852
Leonard Capital Management
Florida
$2.03M – – –
BA
853
Boston Advisors
Massachusetts
$2.02M -$26.1K -675 -1%
RAM
854
Roanoke Asset Management
New Jersey
$2.01M -$8.89K -230 -0.4%
BPM
855
Bowling Portfolio Management
Ohio
$2M -$31.4K -812 -2%
Edgewood Management
856
Edgewood Management
Connecticut
$2M – – –
BAM
857
Burnham Asset Management
New York
$2M +$49.1K +1,270 +3%
AMIM
858
Aull & Monroe Investment Management
Alabama
$1.99M -$3.87K -100 -0.2%
ICAS
859
Investors Capital Advisory Services
Massachusetts
$1.99M +$35.1K +909 +2%
FMB
860
Field & Main Bank
Kentucky
$1.98M – – –
CA
861
Cetera Advisors
Colorado
$1.96M -$213K -5,509 -10%
PCM
862
Parsons Capital Management
Rhode Island
$1.95M -$282K -7,281 -13%
WKWM
863
Walter & Keenan Wealth Management
Indiana
$1.95M +$1.95M +50,398 New
HCM
864
Hodges Capital Management
Texas
$1.94M -$58.3K -1,509 -3%
BAM
865
Brave Asset Management
New Jersey
$1.94M +$198K +5,115 +11%
SAIG
866
Semper Augustus Investments Group
Colorado
$1.93M – – –
HTHT
867
Hemenway Trust Hemenway Trust
New Hampshire
$1.92M +$81.2K +2,100 +4%
BWAM
868
Boyd Watterson Asset Management
Ohio
$1.92M -$8.74K -226 -0.5%
WIC
869
Whitegate Investment Counselors
New Hampshire
$1.92M +$1.92M +41,300 New
RIL
870
Rothschild Investment LLC
Illinois
$1.91M -$16.2K -420 -0.8%
ANTB
871
AMG National Trust Bank
Colorado
$1.9M -$2.55K -66 -0.1%
HC
872
Highmount Capital
New York
$1.89M +$72.7K +1,880 +4%
IPRC
873
Indices-Pac Research Corporation
New Jersey
$1.87M +$569K +14,726 +44%
HC
874
Hourglass Capital
Texas
$1.87M -$34.8K -900 -2%
SHWM
875
Smith & Howard Wealth Management
Georgia
$1.87M -$10.7K -277 -0.6%
33 34
35
36 37