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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 %
MNBTD
926
Moody National Bank Trust Division
Texas
$1.58M +$13.2K +325 +0.8%
MC
927
Miles Capital
Iowa
$1.58M -$71.5K -1,715 -4%
TL
928
Tirschwell & Loewy
New York
$1.58M – – –
LH
929
Lebenthal Holdings
New York
$1.58M +$656K +16,171 +71%
SGAM
930
Steinberg Global Asset Management
Florida
$1.57M -$72.4K -1,785 -4%
UBWV
931
United Bank (West Virginia)
West Virginia
$1.56M -$243K -6,000 -14%
WB
932
Webster Bank
Connecticut
$1.55M +$19.5K +480 +1%
FWCM
933
Ferguson Wellman Capital Management
Oregon
$1.55M +$117K +2,881 +8%
RIM
934
Regent Investment Management
Kentucky
$1.55M -$105K -2,600 -6%
AHS
935
Aspiriant Holdings S3
California
$1.55M +$70.4K +1,736 +5%
OMCS
936
Old Mutual Customised Solutions
South Africa
$1.55M -$146K -3,600 -9%
CT
937
Chicago Trust
Illinois
$1.55M +$1.55M +38,108 New
NPC
938
National Planning Corporation
California
$1.54M -$937K -22,990 -38%
FIM
939
Fruth Investment Management
Texas
$1.54M -$77.7K -1,916 -5%
HH
940
Hilltop Holdings
Texas
$1.54M +$596K +14,697 +63%
GCP
941
GSA Capital Partners
United Kingdom
$1.53M +$1.53M +37,829 New
CIS
942
Connors Investor Services
Pennsylvania
$1.53M +$304K +7,500 +25%
AAM
943
Augustine Asset Management
Florida
$1.53M +$53.1K +1,303 +4%
FSA
944
Franklin Street Advisors
North Carolina
$1.53M +$86K +2,120 +6%
ST
945
Smithfield Trust
Pennsylvania
$1.52M -$341K -8,400 -18%
SFSIG
946
San Francisco Sentry Investment Group
California
$1.52M -$97.3K -2,400 -6%
TYCC
947
Texas Yale Capital Corp
Florida
$1.52M -$651K -16,047 -30%
TSW
948
Thompson Siegel & Walmsley
Virginia
$1.52M +$330K +8,136 +28%
CF
949
CNA Financial
Illinois
$1.52M – – –
WP
950
WMS Partners
Maryland
$1.51M +$361K +8,906 +31%
36 37
38
39 40