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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 %
WRM
1026
Westport Resources Management
Connecticut
$1.21M -$261K -6,184 -18%
BPCE
1027
Bank Pictet & Cie (Europe)
Germany
$1.21M +$322K +7,635 +36%
ED
1028
Exane Derivatives
France
$1.2M +$1.2M +28,523 New
MCM
1029
Maryland Capital Management
Maryland
$1.2M +$14.1K +333 +1%
MM
1030
Meridian Management
Arkansas
$1.2M – – –
WP
1031
WMS Partners
Maryland
$1.2M -$1.56K -37 -0.1%
RJA
1032
Robshaw & Julian Associates
New York
$1.18M -$279K -6,600 -19%
Aristotle Capital Management
1033
Aristotle Capital Management
California
$1.18M – – –
SFSG
1034
Stearns Financial Services Group
North Carolina
$1.17M +$79.4K +1,879 +7%
1SB
1035
1ST Source Bank
Indiana
$1.17M -$47.7K -1,130 -4%
IH
1036
IFC Holdings
Florida
$1.16M -$314K -7,314 -21%
PCM
1037
Parsons Capital Management
Rhode Island
$1.16M -$88.4K -2,094 -7%
HCM
1038
Hilton Capital Management
New York
$1.16M -$4.75M -112,485 -80%
CAM
1039
CG Asset Management
New York
$1.15M -$2.53K -60 -0.2%
GIS
1040
Guardian Investor Services
New York
$1.15M -$30.6K -725 -3%
DDC
1041
DF Dent & Co
Maryland
$1.15M – – –
ECM
1042
EagleClaw Capital Management
Massachusetts
$1.15M -$4.22K -100 -0.4%
IAA
1043
Ironsides Asset Advisors
North Carolina
$1.15M +$422 +10 +0%
BGDI
1044
BW Gestao de Investimentos
Brazil
$1.14M -$2.28M -54,050 -67%
ST
1045
Semper Trust
Pennsylvania
$1.14M +$249K +5,900 +28%
DI
1046
Diligent Investors
California
$1.14M +$1.14M +27,544 New
MSR
1047
Main Street Research
Connecticut
$1.13M -$31.1K -736 -3%
CWM
1048
Concert Wealth Management
California
$1.13M -$105K -2,501 -9%
CCC
1049
Chelsea Counsel Company
California
$1.12M +$2.53K +60 +0.2%
CC
1050
Cognios Capital
Kansas
$1.12M +$43.5K +1,031 +4%
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