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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 %
CI
926
CAZ Investments
Texas
$1.64M +$1.64M +38,792 New
MNBTD
927
Moody National Bank Trust Division
Texas
$1.63M -$5.91K -140 -0.4%
SIMM
928
Stillwater Investment Management (Minnesota)
Minnesota
$1.63M -$2.96K -70 -0.2%
PAM
929
Palisade Asset Management
Minnesota
$1.63M – – –
CBU
930
CIBC Bank USA
Illinois
$1.63M -$179K -4,249 -10%
BO
931
Bank OZK
Arkansas
$1.62M -$297K -7,040 -15%
CAG
932
Crestwood Advisors Group
Massachusetts
$1.62M -$266K -6,308 -14%
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.61M -$22.2K -527 -1%
RC
934
RBF Capital
California
$1.6M – – –
NPF
935
Norris Perne & French
Michigan
$1.6M -$118K -2,792 -7%
HIC
936
Hartline Investment Corp
Illinois
$1.6M – – –
DIS
937
Diversified Investment Strategies
Louisiana
$1.6M – – –
WB
938
Webster Bank
Connecticut
$1.59M -$86.6K -2,051 -5%
FFSOTS
939
Fiduciary Financial Services of The Southwest
Texas
$1.59M -$29.1K -690 -2%
DHFB
940
Dixon Hubard Feinour & Brown
Virginia
$1.59M – – –
MYAM
941
Meiji Yasuda Asset Management
Japan
$1.58M -$147K -3,490 -9%
PIM
942
Penobscot Investment Management
Massachusetts
$1.58M -$48.1K -1,140 -3%
CF
943
CNA Financial
Illinois
$1.58M -$686K -16,240 -30%
SM
944
Stratton Management
Pennsylvania
$1.57M +$262K +6,200 +20%
MMG
945
Monetary Management Group
Missouri
$1.56M -$530K -12,550 -25%
BE
946
Bonness Enterprises
District of Columbia
$1.55M – – –
HTHT
947
Hemenway Trust Hemenway Trust
New Hampshire
$1.54M -$68.7K -1,628 -4%
AHS
948
Aspiriant Holdings S3
California
$1.54M +$146K +3,455 +10%
GLA
949
Great Lakes Advisors
Illinois
$1.53M -$59.7K -1,414 -4%
BC
950
Burney Company
Virginia
$1.53M +$221K +5,226 +17%
36 37
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