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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1001
Lourd Capital
California
$1.25M +$8.32K +212 +0.7%
LOAMS
1002
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M -$102K -2,604 -8%
PJSIMP
1003
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M -$144K -3,673 -10%
KCPG
1004
Kavar Capital Partners Group
Kansas
$1.23M -$11.8K -300 -0.9%
LA
1005
Lau Associates
Delaware
$1.22M +$7.45K +190 +0.6%
GT
1006
Greenleaf Trust
Michigan
$1.22M +$402K +10,261 +49%
AAMU
1007
AEGON Asset Management (UK)
United Kingdom
$1.22M -$80.4K -2,050 -6%
MCM
1008
Maryland Capital Management
Maryland
$1.22M +$57.9K +1,476 +5%
CCG
1009
Cypress Capital Group
Florida
$1.21M -$143K -3,650 -11%
PAI
1010
Pittenger & Anderson Inc
Nebraska
$1.21M -$17.7K -450 -1%
RFS
1011
Rockefeller Financial Services
New York
$1.21M -$17.4K -444 -1%
CBU
1012
CIBC Bank USA
Illinois
$1.21M -$95.7K -2,440 -7%
BCM
1013
BTR Capital Management
California
$1.21M +$18.3K +466 +2%
DMC
1014
Drexel Morgan & Co
Pennsylvania
$1.2M +$14.3K +365 +1%
Mackenzie Financial
1015
Mackenzie Financial
Ontario, Canada
$1.19M -$440K -11,209 -27%
EGM
1016
Engineers Gate Manager
New York
$1.19M +$841K +21,439 +239%
IIM
1017
Ipswich Investment Management
Massachusetts
$1.19M -$168K -4,280 -12%
CC
1018
Cognios Capital
Kansas
$1.19M -$187K -4,765 -14%
PS
1019
Pensionfund Sabic
Netherlands
$1.19M – – –
VNIM
1020
Vaughan Nelson Investment Management
Texas
$1.18M – – –
BWAM
1021
Boyd Watterson Asset Management
Ohio
$1.17M +$39.2K +1,000 +3%
BFA
1022
Bragg Financial Advisors
North Carolina
$1.17M -$167K -4,268 -12%
SKK
1023
Shepherd Kaplan Krochuk
Massachusetts
$1.16M -$249K -6,351 -18%
UAS
1024
United Asset Strategies
New York
$1.16M +$104K +2,655 +10%
SM
1025
Stratton Management
Pennsylvania
$1.16M -$302K -7,700 -21%
39 40
41
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