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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 %
FFA
1126
First Foundation Advisors
California
$845K -$34.7K -897 -4%
FMLI
1127
Fukoku Mutual Life Insurance
Japan
$839K -$2.07M -53,600 -71%
WA
1128
WFG Advisors
Texas
$836K -$266K -6,882 -24%
KLWA
1129
Kelly Lawrence W & Associates
California
$834K +$85K +2,200 +11%
BFEC
1130
Benjamin F. Edwards & Company
Missouri
$832K -$90.4K -2,338 -10%
BFPW
1131
BOK Financial Private Wealth
Colorado
$829K – – –
LOCC
1132
Lombard Odier & Cie (Canada)
Quebec, Canada
$829K – – –
BB
1133
Bell Bank
North Dakota
$828K -$238K -6,166 -22%
GLI
1134
Guardian Life Insurance
New York
$827K -$5.15K -133 -0.6%
KC
1135
Kingfisher Capital
North Carolina
$824K -$2.05K -53 -0.2%
BB
1136
Busey Bank
Illinois
$821K – – –
FFC
1137
First Financial Corp
Indiana
$818K -$798K -20,634 -49%
SC
1138
Saybrook Capital
North Carolina
$818K – – –
CAM
1139
Carret Asset Management
New York
$812K -$30.9K -799 -4%
BP
1140
Ballentine Partners
Massachusetts
$811K +$7.38K +191 +0.9%
RC
1141
RegentAtlantic Capital
New Jersey
$798K -$94.1K -2,434 -11%
GT
1142
Greenleaf Trust
Michigan
$793K -$882K -22,814 -53%
AAM
1143
Autus Asset Management
Arizona
$788K -$17.3K -447 -2%
DAM
1144
Doheny Asset Management
California
$786K -$42.5K -1,100 -5%
HVIA
1145
Hudson Valley Investment Advisors
New York
$783K +$37.6K +973 +5%
ASN
1146
Advisory Services Network
Georgia
$777K -$3.63K -94 -0.5%
BOS
1147
Bank of Stockton
California
$776K -$97.3K -2,516 -11%
ECM
1148
Estabrook Capital Management
New York
$776K -$200K -5,167 -20%
BWP
1149
BSW Wealth Partners
Colorado
$775K – – –
FA
1150
FMA Advisory
Pennsylvania
$775K +$219K +5,655 +39%
44 45
46
47 48