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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 %
ALA
1101
Atherton Lane Advisers
California
$947K -$243K -5,990 -20%
IH
1102
IFC Holdings
Florida
$946K -$138K -3,448 -13%
NCM
1103
Novare Capital Management
North Carolina
$944K -$3.45K -85 -0.4%
PCA
1104
Peddock Capital Advisors
Massachusetts
$943K – – –
ANTB
1105
AMG National Trust Bank
Colorado
$939K -$862K -21,251 -48%
BJL
1106
Brighton Jones LLC
Washington
$931K -$3.49K -86 -0.4%
MFBTD
1107
MB Financial Bank - Trust Department
Illinois
$929K -$15K -371 -2%
KLWA
1108
Kelly Lawrence W & Associates
California
$927K – – –
ACM
1109
Ashford Capital Management
Delaware
$926K – – –
DC
1110
Deschaine & Company
Illinois
$925K -$50.1K -1,235 -5%
CPA
1111
Court Place Advisors
Maryland
$924K -$8.11K -200 -0.9%
SMM
1112
Stadion Money Management
Georgia
$923K +$320K +7,895 +53%
RC
1113
RBO & Co
California
$922K +$10.9K +269 +1%
HCM
1114
Hall Capital Management
Rhode Island
$920K -$32.4K -800 -3%
CBT
1115
Central Bank & Trust
Kentucky
$913K +$16.8K +415 +2%
LPT
1116
Legacy Private Trust
Wisconsin
$912K -$66.1K -1,630 -7%
CCP
1117
Clarkston Capital Partners
Michigan
$912K +$135K +3,325 +17%
SC
1118
Savant Capital
Illinois
$910K +$164K +4,046 +22%
PCM
1119
Parsons Capital Management
Rhode Island
$906K -$205K -5,054 -18%
BEAM
1120
Baker Ellis Asset Management
Washington
$906K +$66.9K +1,649 +8%
PWPCM
1121
Perella Weinberg Partners Capital Management
New York
$903K -$3.76M -92,740 -81%
WAM
1122
Weatherly Asset Management
California
$902K -$80.3K -1,981 -8%
BIC
1123
Bridges Investment Counsel
Nebraska
$900K -$8.11K -200 -0.9%
JIM
1124
Jupiter Investment Management
United Kingdom
$892K +$892K +22,000 New
RWA
1125
River Wealth Advisors
Pennsylvania
$892K +$892K +22,003 New
43 44
45
46 47