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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
1001
Vaughan Nelson Investment Management
Texas
$1.2M – – –
BWAM
1002
Boyd Watterson Asset Management
Ohio
$1.2M -$40 -1 -0%
UAS
1003
United Asset Strategies
New York
$1.2M +$7.7K +192 +0.6%
PTB
1004
Pioneer Trust Bank
Oregon
$1.2M +$104K +2,600 +10%
SGC
1005
South Georgia Capital
Illinois
$1.19M -$1.29M -32,200 -52%
BFA
1006
Bragg Financial Advisors
North Carolina
$1.18M -$20.8K -519 -2%
MDCM
1007
Morgan Dempsey Capital Management
Wisconsin
$1.18M +$170K +4,231 +17%
SLF
1008
Sun Life Financial
Ontario, Canada
$1.17M -$646K -16,095 -36%
AB
1009
Atlas Brown
Kentucky
$1.17M -$40.1K -1,000 -3%
BWP
1010
BSW Wealth Partners
Colorado
$1.17M +$591K +14,734 +103%
GT
1011
Greenleaf Trust
Michigan
$1.16M -$87.5K -2,181 -7%
CC
1012
Colrain Capital
Massachusetts
$1.16M -$602K -15,000 -34%
BFC
1013
Blue Fin Capital
Rhode Island
$1.16M – – –
WP
1014
WMS Partners
Maryland
$1.16M -$326K -8,131 -22%
PAI
1015
Pittenger & Anderson Inc
Nebraska
$1.16M -$108K -2,633 -9%
SFM
1016
Signature Financial Management
Virginia
$1.15M +$502K +12,505 +77%
CBU
1017
CIBC Bank USA
Illinois
$1.15M -$86K -2,142 -7%
MM
1018
Meridian Management
Arkansas
$1.14M – – –
FAT
1019
First American Trust
California
$1.14M +$8.63K +215 +0.8%
DDC
1020
DF Dent & Co
Maryland
$1.14M +$3.45K +86 +0.3%
CCA
1021
Cobblestone Capital Advisors
New York
$1.13M +$88.6K +2,209 +9%
Aristotle Capital Management
1022
Aristotle Capital Management
California
$1.12M -$40 -1 -0%
CIP
1023
Convergence Investment Partners
Florida
$1.12M +$862K +21,481 +330%
NCM
1024
Novare Capital Management
North Carolina
$1.12M +$193K +4,800 +21%
NAMA
1025
Nikko Asset Management Americas
New York
$1.12M +$266K +6,700 +31%
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