KO icon

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 %
MCM
1026
Maryland Capital Management
Maryland
$1.2M -$52.7K -1,235 -4%
IA
1027
Icon Advisers
Colorado
$1.19M -$3.99M -93,500 -77%
GIS
1028
Guardian Investor Services
New York
$1.19M -$7.89K -185 -0.7%
Aristotle Capital Management
1029
Aristotle Capital Management
California
$1.19M – – –
BT
1030
Beacon Trust
New Jersey
$1.18M -$121K -2,830 -9%
MSR
1031
Main Street Research
Connecticut
$1.18M +$58.2K +1,364 +5%
TCOO
1032
Trust Company of Oklahoma
Oklahoma
$1.17M -$89.6K -2,100 -7%
CAM
1033
CG Asset Management
New York
$1.17M -$89.6K -2,100 -7%
UAS
1034
United Asset Strategies
New York
$1.17M -$4.47M -104,850 -79%
ECM
1035
EagleClaw Capital Management
Massachusetts
$1.16M +$16K +375 +1%
NCM
1036
Novare Capital Management
North Carolina
$1.16M -$8.53K -200 -0.7%
DDC
1037
DF Dent & Co
Maryland
$1.16M – – –
IAA
1038
Ironsides Asset Advisors
North Carolina
$1.16M -$56K -1,312 -5%
LPT
1039
Legacy Private Trust
Wisconsin
$1.15M -$46.8K -1,097 -4%
CCM
1040
Compton Capital Management
Rhode Island
$1.13M -$21.3K -500 -2%
CCC
1041
Chelsea Counsel Company
California
$1.13M -$54.2K -1,271 -5%
FPCG
1042
Fort Pitt Capital Group
Pennsylvania
$1.13M +$1.13M +26,441 +101,696%
BCB
1043
Brian C. Broderick
$1.13M +$17.6K +412 +2%
SCM
1044
Schnieders Capital Management
California
$1.13M -$55.9K -1,310 -5%
DAM
1045
Delta Asset Management
Tennessee
$1.13M -$21.5K -505 -2%
WA
1046
Wheatland Advisors
Pennsylvania
$1.13M – – –
RT
1047
Reliance Trust
Georgia
$1.12M +$20.4K +478 +2%
BVDMP
1048
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.11M – – –
SFSG
1049
Stearns Financial Services Group
North Carolina
$1.11M +$21.9K +514 +2%
PAG
1050
Pinnacle Advisory Group
Maryland
$1.1M -$17.3K -405 -2%
40 41
42
43 44