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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 %
KCM
1001
KSA Capital Management
New Jersey
$1.28M – – –
MPI
1002
Mairs & Power Inc
Minnesota
$1.27M -$321K -8,307 -20%
MCM
1003
Maryland Capital Management
Maryland
$1.25M -$506K -13,097 -29%
BCM
1004
BTR Capital Management
California
$1.25M -$14.8K -384 -1%
KT
1005
Kanaly Trust
Texas
$1.25M +$4.1K +106 +0.3%
BT
1006
Beacon Trust
New Jersey
$1.24M -$156K -4,044 -11%
TYCC
1007
Texas Yale Capital Corp
Florida
$1.24M +$377K +9,750 +44%
FMC
1008
First Merchants Corp
Indiana
$1.24M -$622K -16,095 -33%
CWM
1009
Concert Wealth Management
California
$1.24M -$73.9K -1,897 -6%
TIA
1010
Trust Investment Advisors
Indiana
$1.23M -$42.5K -1,100 -3%
OMC
1011
Overbrook Management Corp
New York
$1.22M -$183K -4,733 -13%
JAM
1012
Jupiter Asset Management
United Kingdom
$1.22M – – –
CAM
1013
CG Asset Management
New York
$1.22M -$104K -2,700 -8%
LA
1014
Lau Associates
Delaware
$1.22M – – –
CCM
1015
CrestPoint Capital Management
Missouri
$1.21M -$23.2K -600 -2%
FWCM
1016
Ferguson Wellman Capital Management
Oregon
$1.21M +$57.6K +1,490 +5%
KCPG
1017
Kavar Capital Partners Group
Kansas
$1.2M +$21.3K +550 +2%
ECM
1018
EagleClaw Capital Management
Massachusetts
$1.2M +$1.2M +30,950 New
LC
1019
Lourd Capital
California
$1.19M – – –
DAS
1020
Dynamic Advisor Solutions
Arizona
$1.19M +$257K +6,643 +28%
BFC
1021
Blue Fin Capital
Rhode Island
$1.19M +$19.9K +515 +2%
RT
1022
Reliance Trust
Georgia
$1.17M -$10K -259 -0.8%
RC
1023
Roundview Capital
New Jersey
$1.17M -$1.28M -33,000 -52%
MFS
1024
Monetta Financial Services
Illinois
$1.16M -$1.35M -35,000 -54%
ANBTV
1025
American National Bank & Trust (Virginia)
Virginia
$1.16M – – –
39 40
41
42 43