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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 %
Carson Wealth (CWM LLC)
1051
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$723K +16,956 +194%
SBWIC
1052
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.09M +$641K +15,029 +143%
BCM
1053
Bourgeon Capital Management
Connecticut
$1.09M -$34.1K -800 -3%
CC
1054
Cognios Capital
Kansas
$1.09M +$6.18K +145 +0.6%
SWM
1055
Segment Wealth Management
Texas
$1.08M -$35.2K -825 -3%
CIM
1056
CenturyLink Investment Management
Colorado
$1.08M -$110K -2,579 -9%
BCM
1057
Blume Capital Management
California
$1.08M – – –
PAI
1058
Pittenger & Anderson Inc
Nebraska
$1.07M +$21.3K +500 +2%
DSC
1059
Duncker Streett & Co
Missouri
$1.07M -$55.4K -1,300 -5%
BOC
1060
Barbara Oil Co
Illinois
$1.07M – – –
WEC
1061
Winslow Evans & Crocker
Massachusetts
$1.07M -$16.2K -380 -1%
ANB
1062
Amarillo National Bank
Texas
$1.06M -$40.1K -941 -4%
JFA
1063
JNBA Financial Advisors
Minnesota
$1.06M +$64.3K +1,508 +6%
WCM
1064
Windsor Capital Management
Arizona
$1.06M -$18.7K -438 -2%
GHAM
1065
Gilman Hill Asset Management
Connecticut
$1.05M -$57.4K -1,345 -5%
JIC
1066
Joel Isaacson & Co
New York
$1.05M -$9.77K -229 -0.9%
HCM
1067
Hollencrest Capital Management
California
$1.05M +$118K +2,759 +13%
AIC
1068
Atlantic Investment Company
Georgia
$1.04M -$1.02M -24,136 Closed
AFG
1069
Albion Financial Group
Utah
$1.04M +$128 +3 +0%
ANI
1070
American National Insurance
Texas
$1.04M – – –
BIM
1071
Beach Investment Management
Pennsylvania
$1.04M +$1.04M +24,320 New
NPIT
1072
National Penn Investors Trust
Pennsylvania
$1.04M -$2.13K -50 -0.2%
PTB
1073
Pioneer Trust Bank
Oregon
$1.03M – – –
ARMT
1074
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
AMCA
1075
Arthur M. Cohen & Associates
Illinois
$1.02M +$1.02M +22,761 New
41 42
43
44 45