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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 %
MFBTD
1101
MB Financial Bank - Trust Department
Illinois
$983K -$1.35M -32,050 -58%
PCA
1102
Peddock Capital Advisors
Massachusetts
$982K – – –
HH
1103
Hilltop Holdings
Texas
$978K +$127K +3,012 +15%
NCM
1104
Noesis Capital Mangement
Florida
$975K – – –
BJL
1105
Brighton Jones LLC
Washington
$973K -$451K -10,682 -32%
CWP
1106
Capital Wealth Planning
Florida
$972K -$1.41M -33,375 -59%
CPA
1107
Court Place Advisors
Maryland
$971K -$32.9K -778 -3%
FFA
1108
First Foundation Advisors
California
$970K +$94.9K +2,247 +11%
BFEC
1109
Benjamin F. Edwards & Company
Missouri
$969K +$27.6K +654 +3%
CL
1110
Choreo LLC
Illinois
$966K +$41.9K +992 +5%
KLWA
1111
Kelly Lawrence W & Associates
California
$965K +$53.7K +1,272 +6%
ACM
1112
Ashford Capital Management
Delaware
$964K – – –
LJAC
1113
L.J. Altfest & Co
New York
$959K -$1.39K -33 -0.1%
LH
1114
Lebenthal Holdings
New York
$957K +$957K +22,672 New
BB
1115
Busey Bank
Illinois
$952K +$338 +8 +0%
RC
1116
RBO & Co
California
$949K – – –
GLI
1117
Guardian Life Insurance
New York
$949K +$760 +18 +0.1%
DBG
1118
De Burlo Group
Massachusetts
$946K +$4.22K +100 +0.4%
BIC
1119
Bridges Investment Counsel
Nebraska
$945K – – –
FBB
1120
Fulton Breakefield Broenniman
Maryland
$942K -$4.69K -111 -0.5%
TCM
1121
Telos Capital Management
California
$942K +$19.8K +469 +2%
CBT
1122
Central Bank & Trust
Kentucky
$933K +$83.5K +1,978 +10%
GT
1123
Greenleaf Trust
Michigan
$929K -$14.6K -345 -2%
MC
1124
Montag & Caldwell
Georgia
$924K -$5.91K -140 -0.6%
GW
1125
GW & Wade
Massachusetts
$919K – – –
43 44
45
46 47