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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 %
NJBEST
1076
New Jersey Better Educational Savings Trust
New Jersey
$1.02M +$1.02M +24,000 New
WA
1077
Waverly Advisors
Alabama
$1.02M +$8.83K +207 +0.9%
OMC
1078
Overbrook Management Corp
New York
$1.02M -$91.7K -2,150 -8%
WA
1079
WFG Advisors
Texas
$1.02M +$75.1K +1,759 +8%
CPA
1080
Court Place Advisors
Maryland
$1.01M -$12.8K -299 -1%
MPI
1081
Mairs & Power Inc
Minnesota
$1.01M -$44.1K -1,034 -4%
KS
1082
Karpas Strategies
Connecticut
$1.01M – – –
JA
1083
JLB & Associates
Michigan
$1.01M -$31.3K -735 -3%
WAM
1084
Weatherly Asset Management
California
$1.01M +$14.4K +337 +1%
HC
1085
Highmount Capital
New York
$1M -$18.1K -425 -2%
CCA
1086
Cobblestone Capital Advisors
New York
$996K -$42.6K -1,000 -4%
HCM
1087
Highlander Capital Management
New Jersey
$994K -$20K -468 -2%
PCA
1088
Peddock Capital Advisors
Massachusetts
$992K -$46.3K -1,085 -4%
OCG
1089
Opus Capital Group
Ohio
$988K -$974K -22,860 -50%
NCM
1090
Noesis Capital Mangement
Florida
$985K +$230K +5,385 +30%
SNBOSD
1091
Security National Bank of So Dak
Iowa
$983K +$2.05K +48 +0.2%
LJAC
1092
L.J. Altfest & Co
New York
$978K +$387 +9 +0%
MWAC
1093
Mariner Wealth Advisors (Cincinnati)
Ohio
$977K -$72K -1,687 -7%
ACM
1094
Ashford Capital Management
Delaware
$974K – – –
VAS
1095
Valicenti Advisory Services
New York
$967K +$43 +1 +0%
BB
1096
Busey Bank
Illinois
$962K +$56.3K +1,320 +6%
RC
1097
RBO & Co
California
$959K – – –
GLI
1098
Guardian Life Insurance
New York
$958K +$40.8K +956 +4%
FBB
1099
Fulton Breakefield Broenniman
Maryland
$957K -$17.6K -412 -2%
FA
1100
FMA Advisory
Pennsylvania
$956K +$86.2K +2,021 +10%
42 43
44
45 46