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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 %
TFF
926
Timothy F. Fidgeon
$1.63M -$23.2K -600 -1%
SSB
927
Sandy Spring Bank
Maryland
$1.63M +$54.3K +1,405 +3%
B
928
BancorpSouth
Mississippi
$1.63M +$269K +6,961 +20%
ANRIA
929
American National Registered Investment Advisor
Texas
$1.63M – – –
CA
930
Callahan Advisors
Texas
$1.62M +$24.9K +645 +2%
SAMT
931
Select Asset Management & Trust
Pennsylvania
$1.62M – – –
PMFA
932
Plante Moran Financial Advisors
Michigan
$1.61M -$25.9K -670 -2%
FIM
933
Fruth Investment Management
Texas
$1.6M -$8.15K -200 -0.5%
RCAG
934
Rehmann Capital Advisory Group
Michigan
$1.6M +$37.1K +959 +2%
PJSIMP
935
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.59M +$46.5K +1,202 +3%
SFSIG
936
San Francisco Sentry Investment Group
California
$1.59M -$7.04K -182 -0.4%
GD
937
Grandfield & Dodd
New York
$1.59M +$10.6K +274 +0.7%
AAM
938
Augustine Asset Management
Florida
$1.58M -$107K -2,765 -6%
FNFDCM
939
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.58M +$27.1K +700 +2%
MYAM
940
Meiji Yasuda Asset Management
Japan
$1.57M -$18.9K -490 -1%
PPSG
941
Princeton Portfolio Strategies Group
New Jersey
$1.57M +$184K +4,750 +13%
FFSOTS
942
Fiduciary Financial Services of The Southwest
Texas
$1.57M -$23.2K -600 -1%
DHFB
943
Dixon Hubard Feinour & Brown
Virginia
$1.54M -$41.7K -1,079 -3%
MPAM
944
Murphy Pohlad Asset Management
Minnesota
$1.54M +$45.8K +1,185 +3%
CHJWM
945
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M +$39.8K +1,031 +3%
OCG
946
Opus Capital Group
Ohio
$1.53M +$783K +20,270 +105%
NPF
947
Norris Perne & French
Michigan
$1.53M -$104K -2,700 -6%
Mackenzie Financial
948
Mackenzie Financial
Ontario, Canada
$1.52M +$150K +3,884 +11%
SIMM
949
Stillwater Investment Management (Minnesota)
Minnesota
$1.51M – – –
PFBT
950
Parkside Financial Bank & Trust
Missouri
$1.51M +$92.3K +2,387 +7%
36 37
38
39 40