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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
951
Fiera Capital (Canada)
Quebec, Canada
$1.62M -$12.7M -299,477 -89%
BO
952
BRR OpCo
Ohio
$1.62M +$46.6K +1,101 +3%
RC
953
RBF Capital
California
$1.61M – – –
GLA
954
Great Lakes Advisors
Illinois
$1.61M +$48.2K +1,137 +3%
DIS
955
Diversified Investment Strategies
Louisiana
$1.6M – – –
ST
956
Stifel Trust
Missouri
$1.59M -$436K -10,295 -21%
SKK
957
Shepherd Kaplan Krochuk
Massachusetts
$1.59M -$42.3K -1,000 -3%
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59M +$57.5K +1,358 +4%
SM
959
Stratton Management
Pennsylvania
$1.59M – – –
ITIM
960
Indiana Trust & Investment Management
Indiana
$1.58M +$18K +425 +1%
CA
961
Cornerstone Advisors
North Carolina
$1.57M – – –
BE
962
Bonness Enterprises
District of Columbia
$1.56M -$254K -6,000 -14%
MIU
963
Man Investments (UK)
United Kingdom
$1.56M +$1.56M +36,723 New
PSI
964
Pinnacle Summer Investments
Virginia
$1.54M +$30.5K +740 +2%
IH
965
IFC Holdings
Florida
$1.54M +$66.5K +1,572 +5%
CIM
966
Calvert Investment Management
Maryland
$1.53M -$38K -897 -2%
STMM
967
South Texas Money Management
Texas
$1.52M +$63.1K +1,489 +4%
AP
968
Appleton Partners
Massachusetts
$1.51M -$33.2K -785 -2%
Dodge & Cox
969
Dodge & Cox
California
$1.5M – – –
CIM
970
CIM Investment Management
Pennsylvania
$1.5M -$41.4K -977 -3%
PAA
971
Peregrine Asset Advisers
Oregon
$1.5M +$1.5M +35,353 New
WC
972
Whitnell & Co
Illinois
$1.5M +$9.32K +220 +0.6%
TWA
973
Tillar-Wenstrup Advisors
Ohio
$1.49M +$251K +5,920 +20%
SNBOSCI
974
Security National Bank of Sioux City Iowa
Iowa
$1.48M +$33.1K +780 +2%
CCT
975
Country Club Trust
Missouri
$1.48M -$137K -3,226 -8%
37 38
39
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