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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1076
North Star Investment Management
Illinois
$1M -$56.7K -1,400 -5%
DSC
1077
Duncker Streett & Co
Missouri
$998K -$5.68K -140 -0.6%
BCM
1078
Brookstone Capital Management
Illinois
$990K +$264K +6,521 +36%
AFG
1079
Albion Financial Group
Utah
$989K -$81 -2 -0%
CCA
1080
Cobblestone Capital Advisors
New York
$988K +$33.7K +830 +4%
SWM
1081
Segment Wealth Management
Texas
$987K -$5.68K -140 -0.6%
JIC
1082
Joel Isaacson & Co
New York
$985K -$4.38K -108 -0.4%
ANI
1083
American National Insurance
Texas
$985K – – –
PAG
1084
Pinnacle Advisory Group
Maryland
$984K -$60.7K -1,499 -6%
PIM
1085
Parasol Investment Management
Illinois
$983K +$111K +2,730 +13%
EWM
1086
Elite Wealth Management
Washington
$982K +$982K +24,238 New
ARMT
1087
Amica Retiree Medical Trust
Rhode Island
$977K – – –
MPI
1088
Mairs & Power Inc
Minnesota
$976K -$22.6K -558 -2%
AIC
1089
Atlantic Investment Company
Georgia
$975K – – –
KS
1090
Karpas Strategies
Connecticut
$961K – – –
BB
1091
Busey Bank
Illinois
$961K +$45.9K +1,131 +5%
MWAC
1092
Mariner Wealth Advisors (Cincinnati)
Ohio
$959K -$73K -1,800 -7%
JA
1093
JLB & Associates
Michigan
$958K – – –
HC
1094
Highmount Capital
New York
$957K -$21.3K -525 -2%
OMC
1095
Overbrook Management Corp
New York
$957K -$12.2K -300 -1%
SNBOSD
1096
Security National Bank of So Dak
Iowa
$954K +$7.5K +185 +0.8%
JFA
1097
JNBA Financial Advisors
Minnesota
$952K -$12.2K -300 -1%
HCM
1098
Highlander Capital Management
New Jersey
$952K – – –
HCM
1099
Hollencrest Capital Management
California
$951K -$254K -6,265 -21%
GHAM
1100
Gilman Hill Asset Management
Connecticut
$948K -$89K -2,194 -9%
42 43
44
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