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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
1051
Wright Investors Service
Connecticut
$991K +$173K +4,320 +21%
BEAM
1052
Baker Ellis Asset Management
Washington
$985K +$96.3K +2,400 +11%
FWM
1053
Frontier Wealth Management
Missouri
$985K +$327K +8,164 +50%
AIC
1054
Atlantic Investment Company
Georgia
$982K +$9.43K +235 +1%
CPA
1055
Court Place Advisors
Maryland
$982K +$15.1K +377 +2%
CCP
1056
Clarkston Capital Partners
Michigan
$982K +$45K +1,121 +5%
PVH
1057
Psagot Value Holdings
Israel
$981K +$32.1K +800 +3%
BCM
1058
Blume Capital Management
California
$979K -$10.4K -260 -1%
SWM
1059
Segment Wealth Management
Texas
$979K +$1.2K +30 +0.1%
JIC
1060
Joel Isaacson & Co
New York
$978K +$9.27K +231 +1%
AFG
1061
Albion Financial Group
Utah
$975K – – –
ANI
1062
American National Insurance
Texas
$975K – – –
SNBOSD
1063
Security National Bank of So Dak
Iowa
$975K +$21.7K +540 +2%
SKK
1064
Shepherd Kaplan Krochuk
Massachusetts
$974K -$215K -5,363 -18%
IIC
1065
Ironwood Investment Counsel
Arizona
$971K +$4.05K +101 +0.4%
ARMT
1066
Amica Retiree Medical Trust
Rhode Island
$966K – – –
BJL
1067
Brighton Jones LLC
Washington
$965K -$55.5K -1,383 -5%
ED
1068
Exane Derivatives
France
$958K +$46K +1,146 +5%
NSIM
1069
North Star Investment Management
Illinois
$955K -$14.6K -363 -2%
DBT
1070
Dubuque Bank & Trust
Iowa
$953K +$74.2K +1,848 +8%
KS
1071
Karpas Strategies
Connecticut
$951K – – –
TI
1072
Truepoint Inc
Ohio
$942K +$7.26K +181 +0.8%
OMC
1073
Overbrook Management Corp
New York
$939K +$2.21K +55 +0.2%
PWPCM
1074
Perella Weinberg Partners Capital Management
New York
$938K -$65K -1,620 -6%
HCM
1075
Highlander Capital Management
New Jersey
$937K +$80 +2 +0%
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