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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 %
VAM
1101
Visium Asset Management
New York
$906K +$906K +23,429 New
MCM
1102
Maple Capital Management
Vermont
$902K -$15.5K -400 -2%
NAMA
1103
Nikko Asset Management Americas
New York
$900K -$791K -20,300 -47%
FBB
1104
Fulton Breakefield Broenniman
Maryland
$898K -$4.45K -115 -0.5%
CPA
1105
Court Place Advisors
Maryland
$894K +$17.4K +450 +2%
PAI
1106
Pittenger & Anderson Inc
Nebraska
$893K +$155K +4,000 +21%
LJAC
1107
L.J. Altfest & Co
New York
$887K -$36.2K -936 -4%
SNBOSD
1108
Security National Bank of So Dak
Iowa
$885K -$6.19K -160 -0.7%
TSW
1109
Thompson Siegel & Walmsley
Virginia
$885K +$35.7K +924 +4%
ACM
1110
Ashford Capital Management
Delaware
$883K -$33.6K -870 -4%
IGIM
1111
I.G. Investment Management
Manitoba, Canada
$881K -$41.6K -1,075 -5%
BDF
1112
Balasa Dinverno & Foltz
$879K +$65.7K +1,699 +8%
RB
1113
Rodgers Brothers
Pennsylvania
$866K +$54.1K +1,400 +7%
DBG
1114
De Burlo Group
Massachusetts
$863K +$30.9K +800 +4%
CBB
1115
Citizens Business Bank
California
$862K -$371K -9,599 -30%
CCP
1116
Clarkston Capital Partners
Michigan
$860K -$35.6K -920 -4%
CL
1117
Choreo LLC
Illinois
$860K +$860K +22,079 New
HW
1118
Hancock Whitney
Mississippi
$859K -$61.5K -1,590 -7%
BONST
1119
Bank of Nova Scotia Trust
Ontario, Canada
$859K +$21.2K +548 +3%
ACP
1120
Ashfield Capital Partners
California
$858K -$850 -22 -0.1%
EA
1121
Emerald Advisers
Pennsylvania
$857K -$49.7K -1,284 -5%
FUBT
1122
First United Bank & Trust
Maryland
$856K -$109K -2,810 -11%
LCM
1123
LVM Capital Management
Michigan
$856K – – –
GW
1124
GW & Wade
Massachusetts
$853K -$15.5K -400 -2%
CWP
1125
Capital Wealth Planning
Florida
$851K +$851K +22,000 New
43 44
45
46 47