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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 %
DDC
1051
DF Dent & Co
Maryland
$1.05M – – –
CCM
1052
Compton Capital Management
Rhode Island
$1.05M -$11.6K -300 -1%
ST
1053
Semper Trust
Pennsylvania
$1.04M +$58K +1,500 +6%
WA
1054
Wheatland Advisors
Pennsylvania
$1.04M +$23.2K +600 +2%
CBT
1055
Central Bank & Trust
Kentucky
$1.02M -$27.7K -716 -3%
DAM
1056
Delta Asset Management
Tennessee
$1.02M -$5.8K -150 -0.6%
BCM
1057
Bourgeon Capital Management
Connecticut
$1.01M +$27.1K +700 +3%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$56.4K +1,459 +6%
BCB
1059
Brian C. Broderick
$1.01M -$7.73K -200 -0.8%
MSR
1060
Main Street Research
Connecticut
$1.01M +$52.7K +1,363 +6%
BVDMP
1061
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M +$124K +3,200 +14%
NME
1062
Notis-McConarty Edward
$997K – – –
SFSG
1063
Stearns Financial Services Group
North Carolina
$984K +$125K +3,242 +15%
WCM
1064
Windsor Capital Management
Arizona
$982K +$25.9K +669 +3%
BCM
1065
Blume Capital Management
California
$981K -$3.87K -100 -0.4%
DSC
1066
Duncker Streett & Co
Missouri
$980K +$13.5K +350 +1%
CC
1067
Cognios Capital
Kansas
$978K +$1.08K +28 +0.1%
BOC
1068
Barbara Oil Co
Illinois
$967K – – –
ST
1069
Spinnaker Trust
Maine
$960K +$155K +4,002 +19%
HCM
1070
Highlander Capital Management
New Jersey
$959K +$25.1K +650 +3%
BIC
1071
Bridges Investment Counsel
Nebraska
$957K -$9.67K -250 -1%
JIC
1072
Joel Isaacson & Co
New York
$956K +$26.4K +682 +3%
TT
1073
Tower Trust
Indiana
$955K +$11.5K +297 +1%
EMG
1074
Ellington Management Group
Connecticut
$955K +$727K +18,800 +319%
NCM
1075
Nelson Capital Management
California
$953K -$5.41K -140 -0.6%
41 42
43
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