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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 %
BCM
976
Bluefin Capital Management
New York
$1.4M -$1.24M -33,167 -47%
JFGIW
977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4M +$536K +13,883 +62%
MAM
978
Mizuho Asset Management
Japan
$1.38M -$1.21M -31,390 -47%
BRWA
979
B. Riley Wealth Advisors
Florida
$1.38M -$159K -4,101 -10%
Dodge & Cox
980
Dodge & Cox
California
$1.37M – – –
IH
981
IFC Holdings
Florida
$1.37M +$55.8K +1,419 +4%
BFA
982
Bragg Financial Advisors
North Carolina
$1.36M -$33.4K -864 -2%
WC
983
Whitnell & Co
Illinois
$1.36M +$81.2K +2,100 +6%
PIM
984
Penobscot Investment Management
Massachusetts
$1.35M +$32.1K +831 +2%
SCM
985
Shelton Capital Management
Colorado
$1.35M +$247K +6,400 +22%
MFBTD
986
MB Financial Bank - Trust Department
Illinois
$1.35M -$3.08M -79,772 -70%
DA
987
Dillon & Associates
Michigan
$1.34M -$174K -4,450 -11%
RJA
988
Robshaw & Julian Associates
New York
$1.34M – – –
STMM
989
South Texas Money Management
Texas
$1.33M -$82.6K -2,138 -6%
FMBTD
990
First Midwest Bank Trust Division
Illinois
$1.33M +$162K +4,200 +14%
PCM
991
Princeton Capital Management
New Jersey
$1.32M -$96.6K -2,500 -7%
SNBOSCI
992
Security National Bank of Sioux City Iowa
Iowa
$1.32M +$52.3K +1,354 +4%
NERM
993
New England Research & Management
Illinois
$1.32M +$49.3K +1,275 +4%
MBT
994
Montecito Bank & Trust
California
$1.31M +$21.9K +566 +2%
FSA
995
Franklin Street Advisors
North Carolina
$1.31M -$1.14M -29,613 -47%
IIC
996
Ironwood Investment Counsel
Arizona
$1.3M -$22.7K -586 -2%
GWI
997
Grace & White Inc
New York
$1.3M – – –
SFPIA
998
Stevens First Principles Investment Advisors
California
$1.3M +$749K +19,365 +136%
IB
999
Intrust Bank
Kansas
$1.29M +$216K +5,596 +20%
PCM
1000
Palisade Capital Management
New Jersey
$1.29M -$19.5K -503 -1%
38 39
40
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