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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 %
SCA
1126
Sippican Capital Advisors
Massachusetts
$918K – – –
LKIM
1127
Lawson Kroeker Investment Management
Nebraska
$917K +$67.6K +1,600 +8%
NAMA
1128
Nikko Asset Management Americas
New York
$915K – – –
KC
1129
Kingfisher Capital
North Carolina
$911K -$22.6K -536 -2%
FA
1130
FMA Advisory
Pennsylvania
$908K -$38.2K -905 -4%
PIM
1131
Parasol Investment Management
Illinois
$908K +$22.4K +530 +3%
BDF
1132
Balasa Dinverno & Foltz
$907K -$29.5K -699 -3%
MIAN
1133
Mariner Independent Advisor Network
Kansas
$902K +$645K +15,275 +251%
CWM
1134
Cabot Wealth Management
Massachusetts
$895K +$895K +21,196 New
SCM
1135
Schnieders Capital Management
California
$894K -$221K -5,237 -20%
BFPW
1136
BOK Financial Private Wealth
Colorado
$893K – – –
QT
1137
Quantbot Technologies
New York
$892K -$34.6K -820 -4%
LCM
1138
LVM Capital Management
Michigan
$888K – – –
CPO
1139
Cerity Partners OCIO
New York
$888K +$63.7K +1,509 +8%
AI
1140
Atria Investments
North Carolina
$887K -$358K -8,479 -29%
HW
1141
Hancock Whitney
Mississippi
$883K -$31.7K -750 -3%
FMC
1142
First Merchants Corp
Indiana
$881K -$11.3K -268 -1%
FFC
1143
First Financial Corp
Indiana
$880K +$90.8K +2,150 +12%
GS
1144
Gagnon Securities
New York
$879K +$18.8K +445 +2%
CIC
1145
Carnegie Investment Counsel
Ohio
$878K +$18.3K +420 +2%
I
1146
IberiaBank
Louisiana
$878K +$344K +8,150 +65%
BONST
1147
Bank of Nova Scotia Trust
Ontario, Canada
$874K -$65.4K -1,548 -7%
BEAM
1148
Baker Ellis Asset Management
Washington
$874K – – –
CIS
1149
Capital International Sarl
California
$874K +$131K +3,100 +18%
BP
1150
Ballentine Partners
Massachusetts
$868K -$803 -19 -0.1%
44 45
46
47 48