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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 %
SCM
976
Shelton Capital Management
Colorado
$1.48M – – –
MBT
977
Montecito Bank & Trust
California
$1.47M +$38.1K +900 +3%
BC
978
Burney Company
Virginia
$1.47M -$87.1K -2,057 -6%
RJA
979
Robshaw & Julian Associates
New York
$1.47M – – –
PCM
980
Princeton Capital Management
New Jersey
$1.46M +$10K +236 +0.7%
SIA
981
Sit Investment Associates
Minnesota
$1.46M -$8.9M -210,145 -86%
SFPIA
982
Stevens First Principles Investment Advisors
California
$1.46M +$33.1K +781 +2%
IB
983
Intrust Bank
Kansas
$1.45M +$38.9K +917 +3%
ALA
984
Atherton Lane Advisers
California
$1.45M -$552K -13,035 -28%
FSA
985
Franklin Street Advisors
North Carolina
$1.44M +$4.24K +100 +0.3%
BFA
986
Bragg Financial Advisors
North Carolina
$1.43M -$56.6K -1,336 -4%
TFF
987
Timothy F. Fidgeon
$1.43M -$355K -8,389 -20%
GWI
988
Grace & White Inc
New York
$1.43M – – –
FWCM
989
Ferguson Wellman Capital Management
Oregon
$1.43M +$99.2K +2,341 +7%
KCM
990
Kames Capital Management
United Kingdom
$1.41M -$147K -3,466 -9%
PFA
991
Paradigm Financial Advisors
Missouri
$1.4M +$147K +3,480 +12%
KCM
992
KSA Capital Management
New Jersey
$1.4M – – –
GSBTD
993
Glenview State Bank Trust Department
Illinois
$1.39M -$161K -3,800 -10%
RMDI
994
R.M. Davis Inc
Maine
$1.39M -$158K -3,736 -10%
TYCC
995
Texas Yale Capital Corp
Florida
$1.39M +$28.4K +671 +2%
ACM
996
Alta Capital Management
Utah
$1.38M +$129K +3,035 +10%
DA
997
Dillon & Associates
Michigan
$1.37M -$66.1K -1,575 -5%
AHS
998
Aspiriant Holdings S3
California
$1.36M +$101K +2,384 +8%
TIA
999
Trust Investment Advisors
Indiana
$1.36M +$8.47K +200 +0.6%
MFBTD
1000
MB Financial Bank - Trust Department
Illinois
$1.35M -$122K -2,882 -8%
38 39
40
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