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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 %
ARMT
1026
Amica Retiree Medical Trust
Rhode Island
$1.15M – – –
AHS
1027
Aspiriant Holdings S3
California
$1.15M +$16.7K +431 +1%
BCA
1028
Benchmark Capital Advisors
New York
$1.15M -$85K -2,200 -7%
ACM
1029
Alta Capital Management
Utah
$1.15M +$67.1K +1,737 +6%
PFA
1030
Paradigm Financial Advisors
Missouri
$1.14M +$318K +8,222 +38%
WP
1031
WMS Partners
Maryland
$1.13M +$169K +4,379 +18%
TWA
1032
Tillar-Wenstrup Advisors
Ohio
$1.13M +$1.13M +29,307 New
GIS
1033
Guardian Investor Services
New York
$1.13M -$49.1K -1,270 -4%
DCM
1034
Driehaus Capital Management
Illinois
$1.13M +$181K +4,690 +19%
AAM
1035
Azzad Asset Management
Virginia
$1.12M +$423K +10,952 +61%
FCFC
1036
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$6.69K +173 +0.6%
Mirae Asset Global Investments
1037
Mirae Asset Global Investments
South Korea
$1.1M -$110K -2,847 -9%
MM
1038
Meridian Management
Arkansas
$1.1M – – –
GHAM
1039
Gilman Hill Asset Management
Connecticut
$1.09M +$66.7K +1,725 +7%
SCM
1040
Schnieders Capital Management
California
$1.09M -$99.6K -2,576 -8%
CCC
1041
Chelsea Counsel Company
California
$1.08M -$2.32K -60 -0.2%
Aristotle Capital Management
1042
Aristotle Capital Management
California
$1.08M – – –
DMC
1043
Drexel Morgan & Co
Pennsylvania
$1.08M – – –
BIC
1044
Beach Investment Counsel
Pennsylvania
$1.08M – – –
AI
1045
Atria Investments
North Carolina
$1.07M +$16.3K +422 +2%
NCM
1046
Novare Capital Management
North Carolina
$1.07M – – –
1SB
1047
1ST Source Bank
Indiana
$1.06M -$52.2K -1,349 -5%
CIM
1048
CenturyLink Investment Management
Colorado
$1.06M -$95.4K -2,469 -8%
ANB
1049
Amarillo National Bank
Texas
$1.06M – – –
BJL
1050
Brighton Jones LLC
Washington
$1.05M -$64.5K -1,668 -6%
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