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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
1001
R.M. Davis Inc
Maine
$1.34M -$57.2K -1,341 -4%
LA
1002
Lau Associates
Delaware
$1.34M – – –
SIA
1003
Sit Investment Associates
Minnesota
$1.33M -$137K -3,200 -9%
IIC
1004
Ironwood Investment Counsel
Arizona
$1.33M +$43 +1 +0%
BC
1005
Burney Company
Virginia
$1.33M -$156K -3,655 -11%
LC
1006
Lourd Capital
California
$1.33M +$7.42K +174 +0.6%
SM
1007
Stratton Management
Pennsylvania
$1.32M -$273K -6,404 -17%
ANBTV
1008
American National Bank & Trust (Virginia)
Virginia
$1.31M -$11.6K -273 -0.9%
TIA
1009
Trust Investment Advisors
Indiana
$1.3M -$64K -1,500 -5%
RC
1010
Roundview Capital
New Jersey
$1.3M – – –
CCM
1011
CrestPoint Capital Management
Missouri
$1.3M -$5.55K -130 -0.4%
BFC
1012
Blue Fin Capital
Rhode Island
$1.3M -$22.6K -530 -2%
SNT
1013
Security National Trust
West Virginia
$1.29M -$721K -16,897 -36%
DMC
1014
Drexel Morgan & Co
Pennsylvania
$1.28M +$59.4K +1,393 +5%
PCM
1015
Parsons Capital Management
Rhode Island
$1.26M -$96.3K -2,256 -7%
AI
1016
Atria Investments
North Carolina
$1.26M +$97.9K +2,294 +8%
CWM
1017
Concert Wealth Management
California
$1.25M -$103K -2,414 -8%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$7.6K +178 +0.6%
AB
1019
Atlas Brown
Kentucky
$1.24M +$330K +7,747 +36%
FBT
1020
Founders Bank & Trust
Michigan
$1.24M +$42.8K +1,003 +4%
1SB
1021
1ST Source Bank
Indiana
$1.23M +$25.6K +600 +2%
TSW
1022
Thompson Siegel & Walmsley
Virginia
$1.23M -$9.34K -219 -0.8%
Mirae Asset Global Investments
1023
Mirae Asset Global Investments
South Korea
$1.22M +$40.8K +956 +3%
MM
1024
Meridian Management
Arkansas
$1.22M – – –
WP
1025
WMS Partners
Maryland
$1.21M +$8.7K +204 +0.7%
39 40
41
42 43