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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 %
TL
951
Tirschwell & Loewy
New York
$1.5M – – –
CAM
952
Cacti Asset Management
Georgia
$1.5M – – –
PSI
953
Pinnacle Summer Investments
Virginia
$1.5M +$56.3K +1,380 +4%
ATC
954
Adirondack Trust Company
New York
$1.49M -$56K -1,450 -4%
SKK
955
Shepherd Kaplan Krochuk
Massachusetts
$1.49M – – –
EWM
956
Elite Wealth Management
Washington
$1.49M +$363K +9,400 +32%
PAM
957
Palisade Asset Management
Minnesota
$1.49M +$147K +3,800 +11%
CCT
958
Country Club Trust
Missouri
$1.47M +$75K +1,941 +5%
JCM
959
Jag Capital Management
Missouri
$1.47M +$37.5K +969 +3%
RC
960
RBF Capital
California
$1.47M -$77.3K -2,000 -5%
DIS
961
Diversified Investment Strategies
Louisiana
$1.46M -$73.9K -1,910 -5%
SM
962
Stratton Management
Pennsylvania
$1.45M +$213K +5,500 +17%
BO
963
BRR OpCo
Ohio
$1.44M -$8.97K -232 -0.6%
JCM
964
Janney Capital Management
Pennsylvania
$1.43M -$12.2K -316 -0.8%
CA
965
Cornerstone Advisors
North Carolina
$1.43M +$38.6K +1,000 +3%
CIM
966
Calvert Investment Management
Maryland
$1.43M -$19.9K -516 -1%
SEC
967
Seven Eight Capital
New York
$1.43M +$669K +17,300 +88%
BC
968
Burney Company
Virginia
$1.42M -$279K -7,230 -16%
ITIM
969
Indiana Trust & Investment Management
Indiana
$1.42M +$158K +4,085 +12%
GLA
970
Great Lakes Advisors
Illinois
$1.42M -$348K -8,995 -20%
GSBTD
971
Glenview State Bank Trust Department
Illinois
$1.42M +$17.4K +450 +1%
KCM
972
Kames Capital Management
United Kingdom
$1.42M – – –
RMDI
973
R.M. Davis Inc
Maine
$1.41M +$40.6K +1,051 +3%
CIM
974
CIM Investment Management
Pennsylvania
$1.41M -$34.1K -882 -2%
AP
975
Appleton Partners
Massachusetts
$1.4M -$144K -3,723 -9%
37 38
39
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