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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 %
SHWM
851
Smith & Howard Wealth Management
Georgia
$2.01M -$4.69K -111 -0.2%
RT
852
Rockland Trust
Massachusetts
$2M -$7.18K -170 -0.4%
OIM
853
Opus Investment Management
Massachusetts
$1.98M +$1.06M +25,000 +114%
SWP
854
Stratos Wealth Partners
Ohio
$1.98M +$126K +2,982 +7%
BCFS
855
Butensky & Cohen Financial Security
Florida
$1.98M +$1.98M +46,844 New
SNT
856
Security National Trust
West Virginia
$1.97M +$692K +16,377 +54%
CCM
857
Chilton Capital Management
Texas
$1.96M -$4.56M -107,885 -70%
BAS
858
Brown Advisory Securities
Maryland
$1.96M -$155K -3,674 -7%
BS
859
Bessemer Securities
New York
$1.95M +$558K +13,206 +40%
ST
860
Smithfield Trust
Pennsylvania
$1.94M -$259K -6,143 -12%
RIL
861
Rothschild Investment LLC
Illinois
$1.93M – – –
RMSCM
862
R.M. Sincerbeaux Capital Management
New York
$1.93M +$25.3K +600 +1%
SSWM
863
Smith Salley Wealth Management
North Carolina
$1.93M +$16.4K +389 +0.9%
AUB
864
Atlantic Union Bankshares
Virginia
$1.93M -$5.62K -133 -0.3%
RGC
865
Roberts, Glore & Co
Illinois
$1.92M -$33.1K -784 -2%
ICAS
866
Investors Capital Advisory Services
Massachusetts
$1.92M +$54.7K +1,297 +3%
Edgewood Management
867
Edgewood Management
Connecticut
$1.91M -$189K -4,482 -9%
OA
868
Oxbow Advisors
Texas
$1.91M -$16.8K -397 -0.9%
SAM
869
Symphony Asset Management
California
$1.9M +$1.9M +45,089 New
FNFDCM
870
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.9M +$42.2K +1,000 +2%
TCP
871
TAMRO Capital Partners
Virginia
$1.89M +$1.89M +44,782 New
CIM
872
CIM Investment Management
Pennsylvania
$1.88M +$20K +473 +1%
UBWV
873
United Bank (West Virginia)
West Virginia
$1.88M -$80.8K -1,912 -4%
ANTB
874
AMG National Trust Bank
Colorado
$1.88M -$60.9K -1,443 -3%
HCM
875
Hengehold Capital Management
Ohio
$1.87M -$844 -20 -0%
33 34
35
36 37