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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIM
876
MacNealy Hoover Investment Management
Ohio
$1.78M – – –
PFBT
877
Parkside Financial Bank & Trust
Missouri
$1.78M +$167K +4,111 +10%
B
878
BancorpSouth
Mississippi
$1.77M -$317K -7,820 -15%
ICAS
879
Investors Capital Advisory Services
Massachusetts
$1.77M -$74.7K -1,842 -4%
RGC
880
Roberts, Glore & Co
Illinois
$1.76M -$80.1K -1,976 -4%
WIC
881
Wilkins Investment Counsel
Massachusetts
$1.75M – – –
SSB
882
Sandy Spring Bank
Maryland
$1.74M +$74.9K +1,848 +5%
CA
883
Callahan Advisors
Texas
$1.73M +$1.7K +42 +0.1%
BPM
884
Bowling Portfolio Management
Ohio
$1.73M -$57K -1,406 -3%
ACM
885
Alethea Capital Management
Washington
$1.73M +$1.73M +42,721 New
TCP
886
TAMRO Capital Partners
Virginia
$1.73M -$86.4K -2,130 -5%
CC
887
Courier Capital
New York
$1.73M -$14.2K -350 -0.8%
MAA
888
Matrix Asset Advisors
New York
$1.72M -$2.83M -69,820 -62%
WIC
889
Woodmont Investment Counsel
Tennessee
$1.71M -$16.2K -400 -0.9%
AIIMS
890
Analyst IMS Investment Management Services
Israel
$1.7M -$67.2K -1,658 -4%
PPSG
891
Princeton Portfolio Strategies Group
New Jersey
$1.7M -$859K -21,174 -34%
Mackenzie Financial
892
Mackenzie Financial
Ontario, Canada
$1.69M +$426K +10,498 +34%
BCM
893
Boltwood Capital Management
California
$1.69M -$16.2K -400 -1%
AHC
894
Adell Harriman & Carpenter
Texas
$1.68M -$60.8K -1,500 -3%
DG
895
Davidson & Garrard
Virginia
$1.68M -$79.3K -1,956 -5%
FWP
896
FAS Wealth Partners
Kansas
$1.68M -$12.2K -300 -0.7%
LI
897
Longer Investments
Arkansas
$1.67M -$4.66K -115 -0.3%
GD
898
Grandfield & Dodd
New York
$1.66M – – –
NVIM
899
New Vernon Investment Management
Illinois
$1.66M – – –
AMIM
900
Aull & Monroe Investment Management
Alabama
$1.65M -$393K -9,680 -19%
34 35
36
37 38