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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
1076
Albion Financial Group
Utah
$1.03M – – –
JA
1077
JLB & Associates
Michigan
$1.03M -$5.3K -125 -0.5%
CCA
1078
Cobblestone Capital Advisors
New York
$1.03M -$2.08K -49 -0.2%
PCA
1079
Peddock Capital Advisors
Massachusetts
$1.03M – – –
ANI
1080
American National Insurance
Texas
$1.03M – – –
NPIT
1081
National Penn Investors Trust
Pennsylvania
$1.03M – – –
PTB
1082
Pioneer Trust Bank
Oregon
$1.03M -$2.33K -55 -0.2%
AIC
1083
Atlantic Investment Company
Georgia
$1.02M – – –
ARMT
1084
Amica Retiree Medical Trust
Rhode Island
$1.02M -$241K -5,680 -19%
CPA
1085
Court Place Advisors
Maryland
$1.02M +$40.3K +952 +4%
PG
1086
PEAK6 Group
Illinois
$1.01M -$8.53M -201,403 -89%
HC
1087
Highmount Capital
New York
$1.01M -$1.06M -25,065 -51%
OIA
1088
Optimum Investment Advisors
Illinois
$1.01M +$184K +4,351 +22%
WA
1089
Waverly Advisors
Alabama
$1.01M -$35.8K -846 -3%
HCM
1090
Highlander Capital Management
New Jersey
$1.01M -$44.4K -1,048 -4%
KS
1091
Karpas Strategies
Connecticut
$1M – – –
CCM
1092
Check Capital Management
California
$994K +$148K +3,502 +18%
JFA
1093
JNBA Financial Advisors
Minnesota
$990K -$19.9K -470 -2%
WAM
1094
Weatherly Asset Management
California
$984K -$16.9K -398 -2%
SNBOSD
1095
Security National Bank of So Dak
Iowa
$974K +$4.03K +95 +0.4%
DAS
1096
Dynamic Advisor Solutions
Arizona
$969K -$333K -7,859 -26%
TCM
1097
Telos Capital Management
California
$968K -$66.3K -1,565 -6%
FBB
1098
Fulton Breakefield Broenniman
Maryland
$967K -$16.6K -392 -2%
ACM
1099
Ashford Capital Management
Delaware
$967K – – –
VAS
1100
Valicenti Advisory Services
New York
$960K -$35.3K -834 -4%
42 43
44
45 46