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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 %
WA
1051
Wheatland Advisors
Pennsylvania
$1.12M – – –
PTB
1052
Pioneer Trust Bank
Oregon
$1.11M +$89.9K +2,130 +9%
DAM
1053
Delta Asset Management
Tennessee
$1.11M -$6.08K -144 -0.5%
CIM
1054
CenturyLink Investment Management
Colorado
$1.1M +$34.2K +811 +3%
NSIM
1055
North Star Investment Management
Illinois
$1.1M +$332K +7,861 +43%
CCM
1056
Compton Capital Management
Rhode Island
$1.1M -$23.2K -550 -2%
BCB
1057
Brian C. Broderick
$1.1M -$17.4K -412 -2%
BVDMP
1058
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.1M – – –
PAG
1059
Pinnacle Advisory Group
Maryland
$1.09M -$464 -11 -0%
W
1060
Wealthfront
California
$1.09M +$260K +6,158 +31%
BT
1061
Beacon Trust
New Jersey
$1.08M -$82.1K -1,944 -7%
TI
1062
Truepoint Inc
Ohio
$1.08M +$272K +6,450 +34%
GHAM
1063
Gilman Hill Asset Management
Connecticut
$1.08M +$36.8K +872 +4%
QSS
1064
Quantitative Systematic Strategies
Florida
$1.08M +$822K +19,242 +322%
GSBTD
1065
Glenview State Bank Trust Department
Illinois
$1.07M -$325K -7,700 -23%
MWAC
1066
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.07M +$107K +2,531 +11%
RT
1067
Reliance Trust
Georgia
$1.07M -$37.3K -884 -3%
WCM
1068
Windsor Capital Management
Arizona
$1.06M +$13.8K +326 +1%
FWM
1069
Frontier Wealth Management
Missouri
$1.06M +$1.06M +25,060 New
BOC
1070
Barbara Oil Co
Illinois
$1.06M – – –
WEC
1071
Winslow Evans & Crocker
Massachusetts
$1.05M -$5.07K -120 -0.5%
DSC
1072
Duncker Streett & Co
Missouri
$1.05M -$12.7K -300 -1%
MPI
1073
Mairs & Power Inc
Minnesota
$1.04M +$39.6K +938 +4%
SWM
1074
Segment Wealth Management
Texas
$1.03M -$33.8K -800 -3%
AAM
1075
Azzad Asset Management
Virginia
$1.03M +$116K +2,736 +13%
41 42
43
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