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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
851
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$134K +3,197 +8%
UR
852
USCA RIA
Texas
$1.84M +$1.23M +30,548 +201%
RHDIC
853
R.H. Dinel Investment Counsel
California
$1.83M – – –
BAM
854
Brave Asset Management
New Jersey
$1.83M +$44.1K +1,100 +2%
CC
855
Cadinha & Co
Hawaii
$1.82M -$128K -3,200 -7%
RMSCM
856
R.M. Sincerbeaux Capital Management
New York
$1.81M -$24.9K -620 -1%
TCM
857
Texan Capital Management
Texas
$1.81M -$9.5K -237 -0.5%
TCOTO
858
Trust Company of the Ozarks
Missouri
$1.8M +$12K +300 +0.7%
MAM
859
Mizuho Asset Management
Japan
$1.8M +$291K +7,258 +19%
PPSG
860
Princeton Portfolio Strategies Group
New Jersey
$1.8M -$8.03K -200 -0.4%
CIM
861
CIM Investment Management
Pennsylvania
$1.79M – – –
BAS
862
Brown Advisory Securities
Maryland
$1.78M -$33.9K -848 -2%
W
863
Wealthfront
California
$1.78M +$830K +20,697 +87%
BIM
864
Bridges Investment Management
Nebraska
$1.77M – – –
BIC
865
Bridges Investment Counsel
Nebraska
$1.77M +$929K +23,678 +110%
AF
866
Aldebaran Financial
$1.77M +$14.5K +361 +0.8%
MHS
867
M Holdings Securities
Oregon
$1.77M +$183K +4,560 +12%
RFS
868
Rockefeller Financial Services
New York
$1.76M +$522K +13,000 +42%
SSB
869
Sandy Spring Bank
Maryland
$1.76M +$1.55M +38,544 +728%
CCM
870
Chilton Capital Management
Texas
$1.75M -$22.5K -560 -1%
CCFCSB
871
Cape Cod Five Cents Savings Bank
Massachusetts
$1.75M -$18.3K -455 -1%
RIL
872
Rothschild Investment LLC
Illinois
$1.75M -$40.1K -1,000 -2%
FHA
873
First Horizon Advisors
Tennessee
$1.74M -$548K -13,675 -24%
WIC
874
Wilkins Investment Counsel
Massachusetts
$1.74M – – –
LKIM
875
Lawson Kroeker Investment Management
Nebraska
$1.73M +$208K +5,193 +14%
33 34
35
36 37