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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 %
MHIM
901
MacNealy Hoover Investment Management
Ohio
$1.76M +$90.3K +2,335 +5%
TWM
902
Torch Wealth Management
Ohio
$1.76M +$90.8K +2,349 +5%
Mariner
903
Mariner
Kansas
$1.74M -$208K -5,391 -11%
MM
904
Midas Management
New York
$1.74M – – –
CAG
905
Crestwood Advisors Group
Massachusetts
$1.74M +$1.01M +26,238 +140%
OA
906
Oxbow Advisors
Texas
$1.74M +$25.5K +660 +1%
WIC
907
Wilkins Investment Counsel
Massachusetts
$1.74M +$599K +15,500 +53%
AUB
908
Atlantic Union Bankshares
Virginia
$1.74M +$1.74M +45,572 New
AF
909
Aldebaran Financial
$1.73M +$184K +4,755 +12%
MNBTD
910
Moody National Bank Trust Division
Texas
$1.73M +$232K +6,000 +15%
MRCM
911
M&R Capital Management
New Jersey
$1.72M -$9.67K -250 -0.6%
AP
912
Advisor Partners
California
$1.72M +$36.2K +937 +2%
MLL
913
Moody Lynn & Lieberson
Massachusetts
$1.72M +$126K +3,254 +8%
SP
914
Sarasin & Partners
United Kingdom
$1.72M -$40.9M -1,059,011 -96%
DG
915
Davidson & Garrard
Virginia
$1.71M +$25.4K +656 +2%
OCM
916
Orleans Capital Management
Louisiana
$1.7M +$13.5K +349 +0.8%
CCFCSB
917
Cape Cod Five Cents Savings Bank
Massachusetts
$1.68M +$75.5K +1,952 +5%
RT
918
Rockland Trust
Massachusetts
$1.68M -$159K -4,101 -9%
VHAM
919
Van Hulzen Asset Management
California
$1.67M +$190K +4,926 +13%
RW
920
Rand Wealth
Maryland
$1.66M +$85.2K +2,204 +5%
BE
921
Bonness Enterprises
District of Columbia
$1.66M +$7.73K +200 +0.5%
FCB
922
First Citizens Bancorporation
South Carolina
$1.65M -$49.5K -1,280 -3%
HPCM
923
High Pointe Capital Management
Illinois
$1.65M – – –
BCM
924
Boltwood Capital Management
California
$1.64M -$25.1K -650 -2%
PO
925
Private Ocean
California
$1.64M +$1.62M +41,885 +10,368%
35 36
37
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