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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 %
SM
951
Stratton Management
Pennsylvania
$1.51M – – –
FPFS
952
First Personal Financial Services
North Carolina
$1.5M +$31K +764 +2%
PIM
953
Penobscot Investment Management
Massachusetts
$1.5M -$20.3K -500 -1%
IB
954
Intrust Bank
Kansas
$1.5M +$30.5K +752 +2%
MMG
955
Monetary Management Group
Missouri
$1.49M – – –
HIC
956
Hartline Investment Corp
Illinois
$1.49M -$40.5K -1,000 -3%
BE
957
Bonness Enterprises
District of Columbia
$1.49M – – –
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$55.5K -1,369 -4%
FFSOTS
959
Fiduciary Financial Services of The Southwest
Texas
$1.49M -$44.6K -1,100 -3%
VNA
960
Valley National Advisers
Pennsylvania
$1.48M +$1.38M +33,990 +1,299%
BO
961
Bank OZK
Arkansas
$1.48M -$77.1K -1,900 -5%
VKH
962
Virtu KCG Holdings
New York
$1.47M +$231K +5,691 +19%
RMDI
963
R.M. Davis Inc
Maine
$1.47M +$26.4K +652 +2%
DHFB
964
Dixon Hubard Feinour & Brown
Virginia
$1.46M -$67.6K -1,668 -4%
SKK
965
Shepherd Kaplan Krochuk
Massachusetts
$1.46M – – –
STMM
966
South Texas Money Management
Texas
$1.46M +$58K +1,431 +4%
DIS
967
Diversified Investment Strategies
Louisiana
$1.45M -$79.1K -1,950 -5%
CCWA
968
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M +$13.5K +333 +0.9%
CCM
969
CrestPoint Capital Management
Missouri
$1.45M +$215K +5,300 +17%
Wealth Enhancement Advisory Services
970
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$131K +3,228 +10%
PFA
971
Paradigm Financial Advisors
Missouri
$1.44M -$4.05K -100 -0.3%
WKWM
972
Walter & Keenan Wealth Management
Indiana
$1.44M – – –
BO
973
BRR OpCo
Ohio
$1.43M +$2.11K +52 +0.1%
ITIM
974
Indiana Trust & Investment Management
Indiana
$1.43M +$24.9K +615 +2%
ATC
975
Adirondack Trust Company
New York
$1.43M -$34.8K -860 -2%
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