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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 %
CCT
976
Country Club Trust
Missouri
$1.45M -$26.4K -625 -2%
VAM
977
Visium Asset Management
New York
$1.45M -$419K -9,910 -22%
Twin Tree Management
978
Twin Tree Management
Texas
$1.43M -$78.9K -1,868 -5%
IP
979
Investment Partners
Ohio
$1.43M +$1.43M +33,853 New
GWI
980
Grace & White Inc
New York
$1.42M – – –
Mariner
981
Mariner
Kansas
$1.42M -$45K -1,065 -3%
FAT
982
First American Trust
California
$1.41M -$64.5K -1,527 -4%
KCM
983
Kames Capital Management
United Kingdom
$1.4M – – –
PAA
984
Peregrine Asset Advisers
Oregon
$1.39M -$49.1K -1,163 -3%
KCM
985
KSA Capital Management
New Jersey
$1.39M – – –
MRCM
986
M&R Capital Management
New Jersey
$1.39M -$346K -8,196 -20%
SWK
987
Stephen W. Kidder
$1.38M -$21.1K -500 -2%
BFA
988
Bragg Financial Advisors
North Carolina
$1.37M -$44.5K -1,055 -3%
RFS
989
Rockefeller Financial Services
New York
$1.37M -$218K -5,168 -14%
ASN
990
Advisory Services Network
Georgia
$1.37M -$1.54M -35,580 -53%
Wealth Enhancement Advisory Services
991
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$1.36M +32,274 New
ANBTV
992
American National Bank & Trust (Virginia)
Virginia
$1.36M +$55.4K +1,312 +4%
SFPIA
993
Stevens First Principles Investment Advisors
California
$1.35M -$145K -3,445 -10%
FMWA
994
Forvis Mazars Wealth Advisors
Missouri
$1.35M +$112K +2,647 +9%
KCPG
995
Kavar Capital Partners Group
Kansas
$1.32M -$7.73K -183 -0.6%
TFF
996
Timothy F. Fidgeon
$1.32M -$48.5K -1,150 -4%
LC
997
Lourd Capital
California
$1.32M +$6.92K +164 +0.5%
SIA
998
Sit Investment Associates
Minnesota
$1.32M – – –
Mackenzie Financial
999
Mackenzie Financial
Ontario, Canada
$1.32M -$428K -10,141 -25%
LA
1000
Lau Associates
Delaware
$1.31M -$16.9K -400 -1%
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