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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 %
LI
901
Longer Investments
Arkansas
$1.74M +$633 +15 +0%
SSB
902
Sandy Spring Bank
Maryland
$1.73M -$12.7K -301 -0.7%
GD
903
Grandfield & Dodd
New York
$1.73M +$50.3K +1,192 +3%
MJRIC
904
Mogy Joel R Investment Counsel
California
$1.73M -$371K -8,775 -18%
NVIM
905
New Vernon Investment Management
Illinois
$1.72M +$1.72M +40,820 New
RIM
906
Regent Investment Management
Kentucky
$1.72M -$418K -9,900 -20%
MCC
907
Mid Continent Capital
Illinois
$1.72M -$156K -3,706 -8%
CCFCSB
908
Cape Cod Five Cents Savings Bank
Massachusetts
$1.71M -$25.6K -607 -1%
BA
909
Boston Advisors
Massachusetts
$1.71M – – –
SGAM
910
Steinberg Global Asset Management
Florida
$1.71M -$261K -6,172 -13%
RW
911
Rand Wealth
Maryland
$1.71M – – –
PO
912
Private Ocean
California
$1.7M +$1.68M +39,895 +9,875%
CCG
913
Cypress Capital Group
Florida
$1.69M -$302K -7,145 -15%
MFS
914
Monetta Financial Services
Illinois
$1.69M – – –
LSV Asset Management
915
LSV Asset Management
Illinois
$1.68M -$54.9K -1,300 -3%
SFSIG
916
San Francisco Sentry Investment Group
California
$1.68M +$10.6K +251 +0.6%
FIM
917
Fruth Investment Management
Texas
$1.68M -$56.2K -1,332 -3%
PFBT
918
Parkside Financial Bank & Trust
Missouri
$1.68M -$3.93K -93 -0.2%
MC
919
Miles Capital
Iowa
$1.67M -$504K -11,947 -23%
MPAM
920
Murphy Pohlad Asset Management
Minnesota
$1.66M -$21.1K -500 -1%
PCMC
921
Paragon Capital Management (Colorado)
Colorado
$1.66M -$291K -6,902 -15%
JCM
922
Janney Capital Management
Pennsylvania
$1.65M -$13.3K -314 -0.8%
TL
923
Tirschwell & Loewy
New York
$1.64M – – –
CAM
924
Cacti Asset Management
Georgia
$1.64M – – –
HC
925
HHG & Company
Connecticut
$1.64M -$750K -17,765 -31%
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37
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