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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 %
FPFS
951
First Personal Financial Services
North Carolina
$1.53M +$1.53M +36,275 New
AAM
952
Augustine Asset Management
Florida
$1.53M -$193K -4,569 -11%
IB
953
Intrust Bank
Kansas
$1.53M +$56.4K +1,335 +4%
AIA
954
AIMZ Investment Advisors
California
$1.53M +$1.53M +36,168 New
ATC
955
Adirondack Trust Company
New York
$1.52M -$104K -2,470 -6%
SKK
956
Shepherd Kaplan Krochuk
Massachusetts
$1.52M – – –
Dodge & Cox
957
Dodge & Cox
California
$1.51M -$400K -9,468 -21%
AP
958
Appleton Partners
Massachusetts
$1.51M -$28.3K -671 -2%
MHS
959
M Holdings Securities
Oregon
$1.51M +$37.3K +883 +3%
FSA
960
Franklin Street Advisors
North Carolina
$1.5M – – –
EPM
961
Equitec Proprietary Markets
Illinois
$1.5M +$1.5M +35,588 New
PSI
962
Pinnacle Summer Investments
Virginia
$1.5M -$34.9K -844 -2%
PFA
963
Paradigm Financial Advisors
Missouri
$1.5M +$17.3K +411 +1%
RMDI
964
R.M. Davis Inc
Maine
$1.5M +$170K +4,025 +13%
WKWM
965
Walter & Keenan Wealth Management
Indiana
$1.5M – – –
CCWA
966
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.49M +$1.49M +35,390 New
FWCM
967
Ferguson Wellman Capital Management
Oregon
$1.49M -$33.1K -785 -2%
BO
968
BRR OpCo
Ohio
$1.49M -$30.4K -721 -2%
PJSIMP
969
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.49M -$613K -14,516 -29%
WC
970
Whitnell & Co
Illinois
$1.49M +$6.84K +162 +0.5%
MBT
971
Montecito Bank & Trust
California
$1.48M – – –
ITIM
972
Indiana Trust & Investment Management
Indiana
$1.46M -$77.5K -1,835 -5%
STMM
973
South Texas Money Management
Texas
$1.46M -$14.7K -349 -1%
SNBOSCI
974
Security National Bank of Sioux City Iowa
Iowa
$1.46M -$32K -759 -2%
NIC
975
Northwest Investment Counselors
Oregon
$1.45M -$629K -14,890 -30%
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