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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 %
MBT
976
Montecito Bank & Trust
California
$1.42M +$3.98K +98 +0.3%
AAM
977
Azzad Asset Management
Virginia
$1.42M +$434K +10,706 +44%
CC
978
Cognios Capital
Kansas
$1.42M +$349K +8,617 +33%
PJSIMP
979
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.42M -$7.26K -179 -0.5%
WC
980
Whitnell & Co
Illinois
$1.41M -$16.2K -400 -1%
SNBOSCI
981
Security National Bank of Sioux City Iowa
Iowa
$1.41M +$12.4K +305 +0.9%
MLL
982
Moody Lynn & Lieberson
Massachusetts
$1.41M -$301K -7,416 -18%
AIA
983
AIMZ Investment Advisors
California
$1.41M -$60.8K -1,500 -4%
AGM
984
Alpine Global Management
New York
$1.4M -$2.2M -54,206 -61%
IIM
985
Ipswich Investment Management
Massachusetts
$1.4M -$839K -20,690 -37%
AP
986
Appleton Partners
Massachusetts
$1.4M -$49.4K -1,217 -3%
ANBTV
987
American National Bank & Trust (Virginia)
Virginia
$1.4M +$102K +2,506 +8%
CCG
988
Cypress Capital Group
Florida
$1.4M -$221K -5,450 -14%
LOAMS
989
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.39M +$1.39M +34,133 New
Dodge & Cox
990
Dodge & Cox
California
$1.39M -$63.8K -1,572 -4%
CCT
991
Country Club Trust
Missouri
$1.39M -$8.11K -200 -0.6%
GLA
992
Great Lakes Advisors
Illinois
$1.39M -$88.2K -2,175 -6%
BFA
993
Bragg Financial Advisors
North Carolina
$1.39M +$65.2K +1,609 +5%
Edgewood Management
994
Edgewood Management
Connecticut
$1.38M -$454K -11,200 -25%
RJA
995
Robshaw & Julian Associates
New York
$1.37M +$229K +5,600 +20%
GWI
996
Grace & White Inc
New York
$1.37M – – –
SFPIA
997
Stevens First Principles Investment Advisors
California
$1.36M +$64.7K +1,595 +5%
AIM
998
Artemis Investment Management
United Kingdom
$1.36M +$1.36M +33,572 New
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$1.36M +$64.6K +1,593 +5%
PIA
1000
Peachtree Investment Advisors
Georgia
$1.35M -$161K -3,967 -11%
38 39
40
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