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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 %
BCM
1001
BTR Capital Management
California
$1.3M -$59.1K -1,400 -4%
VKH
1002
Virtu KCG Holdings
New York
$1.29M -$1.49M -35,189 -53%
IIC
1003
Ironwood Investment Counsel
Arizona
$1.29M -$25.2K -597 -2%
AB
1004
Atlas Brown
Kentucky
$1.29M +$60.6K +1,434 +5%
BFC
1005
Blue Fin Capital
Rhode Island
$1.29M +$6.76K +160 +0.5%
CCM
1006
CrestPoint Capital Management
Missouri
$1.28M – – –
NCM
1007
Neumann Capital Management
California
$1.28M +$1.28M +30,350 New
RC
1008
Roundview Capital
New Jersey
$1.28M -$11.6K -275 -0.9%
CIS
1009
Connors Investor Services
Pennsylvania
$1.28M -$61.2K -1,450 -5%
PIA
1010
Peachtree Investment Advisors
Georgia
$1.27M -$641K -18,711 -33%
SBWIC
1011
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.27M +$194K +4,600 +18%
DMC
1012
Drexel Morgan & Co
Pennsylvania
$1.27M – – –
VNIM
1013
Vaughan Nelson Investment Management
Texas
$1.27M +$1.27M +30,000 New
GAM
1014
Gotham Asset Management
New York
$1.27M -$1.99M -47,219 -61%
UAS
1015
United Asset Strategies
New York
$1.25M +$100K +2,374 +9%
HCM
1016
Hollencrest Capital Management
California
$1.25M +$218K +5,176 +21%
HCM
1017
Hodges Capital Management
Texas
$1.25M -$573K -13,559 -31%
WIS
1018
Wright Investors Service
Connecticut
$1.25M +$551K +13,050 +78%
BCM
1019
Blume Capital Management
California
$1.24M +$175K +4,150 +16%
ALA
1020
Atherton Lane Advisers
California
$1.24M -$120K -2,840 -9%
TSW
1021
Thompson Siegel & Walmsley
Virginia
$1.24M +$19K +450 +2%
TIA
1022
Trust Investment Advisors
Indiana
$1.22M -$68.8K -1,630 -5%
FBT
1023
Founders Bank & Trust
Michigan
$1.22M -$8.83K -209 -0.7%
DAS
1024
Dynamic Advisor Solutions
Arizona
$1.22M -$238K -5,642 -16%
CCS
1025
Crosspoint Capital Strategies
California
$1.22M +$937K +22,198 +336%
39 40
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