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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 %
WA
1076
Waverly Advisors
Alabama
$952K -$267K -6,903 -22%
RC
1077
RBO & Co
California
$950K -$81.5K -2,108 -8%
CC
1078
Colrain Capital
Massachusetts
$947K -$1M -26,000 -51%
JA
1079
JLB & Associates
Michigan
$946K -$13.5K -350 -1%
TCM
1080
Telos Capital Management
California
$944K -$26.6K -689 -3%
ACM
1081
Argentus Capital Management
Texas
$943K -$261K -6,744 -22%
CCA
1082
Cobblestone Capital Advisors
New York
$943K -$124K -3,207 -12%
AFG
1083
Albion Financial Group
Utah
$943K -$12.7K -328 -1%
PCA
1084
Peddock Capital Advisors
Massachusetts
$941K -$41.9K -1,085 -4%
NPIT
1085
National Penn Investors Trust
Pennsylvania
$939K -$81.9K -2,120 -8%
ANI
1086
American National Insurance
Texas
$939K – – –
PTB
1087
Pioneer Trust Bank
Oregon
$938K -$23.2K -600 -2%
WEC
1088
Winslow Evans & Crocker
Massachusetts
$937K -$21.3K -550 -2%
G
1089
GlobalBridge
Minnesota
$935K +$16.9K +438 +2%
AIC
1090
Atlantic Investment Company
Georgia
$933K – – –
CPO
1091
Cerity Partners OCIO
New York
$926K +$385K +9,960 +71%
MWAC
1092
Mariner Wealth Advisors (Cincinnati)
Ohio
$924K +$86.9K +2,247 +10%
BEAM
1093
Baker Ellis Asset Management
Washington
$922K -$40.6K -1,050 -4%
JFA
1094
JNBA Financial Advisors
Minnesota
$922K +$34.9K +903 +4%
KS
1095
Karpas Strategies
Connecticut
$916K – – –
BG
1096
Bollard Group
Massachusetts
$916K +$758K +19,600 +480%
WAM
1097
Weatherly Asset Management
California
$914K -$6.65K -172 -0.7%
ACM
1098
Aviance Capital Management
Florida
$914K +$737K +19,075 +417%
MIC
1099
MU Investments Company
Japan
$911K -$183K -4,700 -17%
VAS
1100
Valicenti Advisory Services
New York
$909K -$58K -1,500 -6%
42 43
44
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