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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
1026
Vaughan Nelson Investment Management
Texas
$1.22M – – –
RC
1027
Roundview Capital
New Jersey
$1.21M -$16.2K -400 -1%
BFC
1028
Blue Fin Capital
Rhode Island
$1.2M -$36.9K -910 -3%
MCM
1029
Maryland Capital Management
Maryland
$1.2M +$44.6K +1,100 +4%
SAM
1030
Symphony Asset Management
California
$1.2M -$629K -15,518 -34%
STI
1031
Susquehanna Trust & Investment
Pennsylvania
$1.2M -$5.26M -129,611 -81%
HCM
1032
Hodges Capital Management
Texas
$1.19M -$8.76K -216 -0.7%
ED
1033
Exane Derivatives
France
$1.18M +$18.7K +462 +2%
BWAM
1034
Boyd Watterson Asset Management
Ohio
$1.17M -$583K -14,386 -33%
TFF
1035
Timothy F. Fidgeon
$1.16M -$113K -2,775 -9%
MM
1036
Meridian Management
Arkansas
$1.16M – – –
RIA
1037
Regal Investment Advisors
Michigan
$1.15M +$197K +4,848 +21%
CAG
1038
Crestwood Advisors Group
Massachusetts
$1.15M -$405K -10,000 -26%
DI
1039
Diligent Investors
California
$1.15M +$22.5K +550 +2%
CIC
1040
Carnegie Investment Counsel
Ohio
$1.14M +$325K +8,029 +40%
Aristotle Capital Management
1041
Aristotle Capital Management
California
$1.14M – – –
MSR
1042
Main Street Research
Connecticut
$1.13M +$47.1K +1,163 +4%
PVH
1043
Psagot Value Holdings
Israel
$1.12M -$1.64M -40,400 -59%
1SB
1044
1ST Source Bank
Indiana
$1.12M -$4.79K -118 -0.4%
FFA
1045
First Foundation Advisors
California
$1.11M +$180K +4,450 +19%
BCM
1046
BlueCrest Capital Management
Jersey
$1.11M +$1.11M +27,415 New
SFSG
1047
Stearns Financial Services Group
North Carolina
$1.11M -$17.2K -424 -2%
PTB
1048
Pioneer Trust Bank
Oregon
$1.11M +$36.6K +903 +3%
CAM
1049
CG Asset Management
New York
$1.1M -$4.05K -100 -0.4%
GIS
1050
Guardian Investor Services
New York
$1.1M -$5.51K -136 -0.5%
40 41
42
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