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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 %
LJAC
1101
L.J. Altfest & Co
New York
$958K -$9.01K -214 -0.9%
NERM
1102
New England Research & Management
Illinois
$954K -$487K -11,500 -34%
RC
1103
RBO & Co
California
$952K -$88.9K -2,100 -9%
MCM
1104
Maple Capital Management
Vermont
$946K -$42.4K -1,000 -4%
DBG
1105
De Burlo Group
Massachusetts
$945K – – –
BONST
1106
Bank of Nova Scotia Trust
Ontario, Canada
$944K +$3.68K +87 +0.4%
WA
1107
WFG Advisors
Texas
$938K +$22.5K +531 +2%
GW
1108
GW & Wade
Massachusetts
$936K +$1.44K +34 +0.2%
MC
1109
Montag & Caldwell
Georgia
$933K -$270M -6,377,674 -100%
OIM
1110
Opus Investment Management
Massachusetts
$932K +$932K +22,000 New
HW
1111
Hancock Whitney
Mississippi
$930K -$10.6K -250 -1%
BEAM
1112
Baker Ellis Asset Management
Washington
$923K -$87.5K -2,065 -9%
HCM
1113
Hollencrest Capital Management
California
$923K +$100K +2,370 +12%
BDF
1114
Balasa Dinverno & Foltz
$922K -$40.7K -962 -4%
FMLI
1115
Fukoku Mutual Life Insurance
Japan
$919K – – –
CCP
1116
Clarkston Capital Partners
Michigan
$918K -$23.6K -558 -3%
FUBT
1117
First United Bank & Trust
Maryland
$915K -$23.6K -556 -3%
KLWA
1118
Kelly Lawrence W & Associates
California
$914K – – –
EA
1119
Emerald Advisers
Pennsylvania
$913K -$26.2K -618 -3%
GLI
1120
Guardian Life Insurance
New York
$911K +$4.87K +115 +0.5%
NCM
1121
Nelson Capital Management
California
$906K -$139K -3,280 -13%
FFA
1122
First Foundation Advisors
California
$906K -$19.7K -466 -2%
AB
1123
Atlas Brown
Kentucky
$906K +$391K +9,241 +76%
ST
1124
Spinnaker Trust
Maine
$904K -$148K -3,488 -14%
ACM
1125
Argentus Capital Management
Texas
$904K -$130K -3,065 -13%
43 44
45
46 47