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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 %
SCA
1126
Sippican Capital Advisors
Massachusetts
$878K -$4.06K -100 -0.5%
FPCG
1127
Fort Pitt Capital Group
Pennsylvania
$876K -$98.9K -2,440 -10%
OCG
1128
Opus Capital Group
Ohio
$876K +$57.8K +1,425 +7%
KC
1129
Kingfisher Capital
North Carolina
$875K – – –
NPIT
1130
National Penn Investors Trust
Pennsylvania
$870K -$89.2K -2,200 -9%
FBB
1131
Fulton Breakefield Broenniman
Maryland
$867K -$38.1K -940 -4%
NAMA
1132
Nikko Asset Management Americas
New York
$867K – – –
GIM
1133
Guardian Investment Management
California
$866K +$60.4K +1,500 +8%
HCM
1134
Highbridge Capital Management
New York
$863K -$37.6M -927,893 -98%
CWM
1135
Cabot Wealth Management
Massachusetts
$859K – – –
FMC
1136
First Merchants Corp
Indiana
$851K +$5.07K +125 +0.6%
GC
1137
Grace Capital
Massachusetts
$850K +$850K +20,960 New
ADMI
1138
Albert D. Mason Inc
Massachusetts
$850K +$850K +20,960 New
GT
1139
Greenleaf Trust
Michigan
$849K -$43.8K -1,080 -5%
SCM
1140
Schnieders Capital Management
California
$849K -$9.74K -240 -1%
NPF
1141
Norris Perne & French
Michigan
$845K -$691K -17,021 -45%
FFC
1142
First Financial Corp
Indiana
$844K – – –
GS
1143
Gagnon Securities
New York
$844K – – –
DAC
1144
Dividend Assets Capital
South Carolina
$843K +$10.1K +250 +1%
CL
1145
Choreo LLC
Illinois
$842K -$93.5K -2,286 -10%
CIS
1146
Capital International Sarl
California
$839K – – –
LCM
1147
LVM Capital Management
Michigan
$837K -$16.2K -400 -2%
AI
1148
Atria Investments
North Carolina
$835K -$16.6K -410 -2%
SWA
1149
SFMG Wealth Advisors
Texas
$824K +$486K +11,971 +144%
BP
1150
Ballentine Partners
Massachusetts
$823K -$9.98K -246 -1%
44 45
46
47 48