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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
851
Walter & Keenan Wealth Management
Indiana
$2.11M -$26.1K -615 -1%
MMG
852
Monetary Management Group
Missouri
$2.1M +$129K +3,050 +7%
BAM
853
Brave Asset Management
New Jersey
$2.1M -$29.6K -700 -1%
ANTB
854
AMG National Trust Bank
Colorado
$2.09M +$13.3K +314 +0.6%
CCA
855
Checchi Capital Advisers
California
$2.08M +$117K +2,758 +6%
HCM
856
Hodges Capital Management
Texas
$2.07M -$53.3K -1,258 -3%
ICAS
857
Investors Capital Advisory Services
Massachusetts
$2.07M -$117K -2,775 -5%
RIL
858
Rothschild Investment LLC
Illinois
$2.05M -$40K -944 -2%
Harris Associates
859
Harris Associates
Illinois
$2.05M -$271K -6,400 -12%
SHWM
860
Smith & Howard Wealth Management
Georgia
$2.04M – – –
BWAM
861
Boyd Watterson Asset Management
Ohio
$2.04M -$62.6K -1,478 -3%
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$2.03M -$1.38M -32,574 -40%
BPM
863
Bowling Portfolio Management
Ohio
$2.03M -$165K -3,885 -7%
ECM
864
ETrade Capital Management
Virginia
$2.03M +$64.8K +1,529 +3%
TBA
865
Tower Bridge Advisors
Pennsylvania
$2.02M +$13.3K +314 +0.7%
SWM
866
SVA Wealth Management
Wisconsin
$2.02M +$59.6K +1,407 +3%
JCM
867
Jag Capital Management
Missouri
$2.01M +$400K +9,451 +25%
CIA
868
Choate Investment Advisors
Massachusetts
$2.01M -$860K -20,300 -30%
SCM
869
Southport Capital Management
Tennessee
$2M -$385K -9,092 -16%
SNT
870
Security National Trust
West Virginia
$2M +$14.8K +350 +0.7%
FMBTD
871
First Midwest Bank Trust Division
Illinois
$1.99M +$541K +12,778 +37%
RGC
872
Roberts, Glore & Co
Illinois
$1.99M -$42.4K -1,000 -2%
CBU
873
CIBC Bank USA
Illinois
$1.98M -$45.6K -1,076 -2%
IGIM
874
I.G. Investment Management
Manitoba, Canada
$1.97M +$1.01M +23,809 +104%
CWP
875
Capital Wealth Planning
Florida
$1.97M +$1.04M +24,610 +112%
33 34
35
36 37