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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 %
JIC
1076
Joel Isaacson & Co
New York
$1.03M -$5.53K -131 -0.5%
AFG
1077
Albion Financial Group
Utah
$1.03M – – –
PC
1078
Pecaut & Co
Iowa
$1.03M -$2.28M -53,966 -69%
DD
1079
Dominick & Dominick
New York
$1.03M -$761K -18,014 -43%
ANI
1080
American National Insurance
Texas
$1.03M – – –
PAI
1081
Pittenger & Anderson Inc
Nebraska
$1.02M -$35.7K -845 -3%
WAM
1082
Weatherly Asset Management
California
$1.02M +$27.9K +662 +3%
LPT
1083
Legacy Private Trust
Wisconsin
$1.02M -$124K -2,930 -11%
HC
1084
Highmount Capital
New York
$1.02M +$28.9K +685 +3%
ARMT
1085
Amica Retiree Medical Trust
Rhode Island
$1.02M – – –
FPCG
1086
Fort Pitt Capital Group
Pennsylvania
$1.02M -$102K -2,414 -9%
DC
1087
Deschaine & Company
Illinois
$1.02M +$1.02M +24,058 New
AIC
1088
Atlantic Investment Company
Georgia
$1.02M +$1.02M +24,041 New
OMC
1089
Overbrook Management Corp
New York
$1.01M -$633 -15 -0.1%
JFA
1090
JNBA Financial Advisors
Minnesota
$1M -$47.3K -1,121 -5%
KS
1091
Karpas Strategies
Connecticut
$1M – – –
NPIT
1092
National Penn Investors Trust
Pennsylvania
$999K -$24.8K -587 -2%
JA
1093
JLB & Associates
Michigan
$997K – – –
Koshinski Asset Management
1094
Koshinski Asset Management
Illinois
$995K +$995K +23,571 New
RIA
1095
Regal Investment Advisors
Michigan
$994K -$2.26M -53,477 -69%
CCA
1096
Cobblestone Capital Advisors
New York
$993K +$7.43K +176 +0.8%
HCM
1097
Hall Capital Management
Rhode Island
$992K +$992K +23,511 New
HCM
1098
Highlander Capital Management
New Jersey
$991K +$7.22K +171 +0.7%
NCM
1099
Novare Capital Management
North Carolina
$987K -$161K -3,810 -14%
SNBOSD
1100
Security National Bank of So Dak
Iowa
$986K +$13.6K +321 +1%
42 43
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