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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 %
TCOTO
876
Trust Company of the Ozarks
Missouri
$1.86M +$306K +7,910 +20%
ST
877
Stifel Trust
Missouri
$1.85M +$38.6K +999 +2%
RGC
878
Roberts, Glore & Co
Illinois
$1.85M -$3.87K -100 -0.2%
CBU
879
CIBC Bank USA
Illinois
$1.85M -$69.3K -1,794 -4%
BAS
880
Brown Advisory Securities
Maryland
$1.84M +$29.5K +763 +2%
WRM
881
Westport Resources Management
Connecticut
$1.84M +$45.2K +1,170 +3%
PIA
882
Peachtree Investment Advisors
Georgia
$1.83M -$38.7K -1,000 -2%
TBA
883
Tower Bridge Advisors
Pennsylvania
$1.83M -$116K -3,000 -6%
SLA
884
Silver Lake Advisory
Utah
$1.82M -$38K -982 -2%
ALA
885
Atherton Lane Advisers
California
$1.82M -$13.1M -337,662 -88%
GF
886
Gerstein Fisher
New York
$1.81M -$2.52M -65,219 -58%
EI
887
Excelsia Inc
Georgia
$1.81M -$112K -2,894 -6%
SNT
888
Security National Trust
West Virginia
$1.81M +$209K +5,400 +13%
SCM
889
Stux Capital Management
New York
$1.8M -$34.8K -900 -2%
MMG
890
Monetary Management Group
Missouri
$1.8M +$29K +750 +2%
VKH
891
Virtu KCG Holdings
New York
$1.8M -$917K -23,721 -34%
CCA
892
Checchi Capital Advisers
California
$1.79M +$1.21M +31,242 +206%
ECM
893
ETrade Capital Management
Virginia
$1.79M +$56.1K +1,450 +3%
SWM
894
SVA Wealth Management
Wisconsin
$1.79M +$448K +11,582 +33%
PCMC
895
Paragon Capital Management (Colorado)
Colorado
$1.78M -$9.51K -246 -0.5%
LI
896
Longer Investments
Arkansas
$1.78M -$543K -14,050 -23%
LSV Asset Management
897
LSV Asset Management
Illinois
$1.77M -$69.6K -1,800 -4%
CC
898
Courier Capital
New York
$1.77M -$85.2K -2,205 -5%
RMSCM
899
R.M. Sincerbeaux Capital Management
New York
$1.77M – – –
BO
900
Bank OZK
Arkansas
$1.76M +$141K +3,634 +9%
34 35
36
37 38