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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1126
Coastline Trust
Rhode Island
$780K -$7.63K -190 -1%
TCP
1127
TAMRO Capital Partners
Virginia
$776K -$872K -21,581 -53%
DA
1128
Dillon & Associates
Michigan
$771K -$16K -400 -2%
ID
1129
Integral Derivatives
New York
$770K -$1.93M -48,050 -71%
IAM
1130
Impax Asset Management
New Hampshire
$770K – – –
CCC
1131
Chelsea Counsel Company
California
$768K -$72.2K -1,800 -9%
GC
1132
Grimes & Company
Massachusetts
$766K -$13.8K -343 -2%
FBB
1133
Fulton Breakefield Broenniman
Maryland
$764K -$82K -2,044 -10%
VAS
1134
Valicenti Advisory Services
New York
$759K -$39.7K -990 -5%
CAM
1135
Carret Asset Management
New York
$756K +$4.01K +100 +0.5%
WRM
1136
Weybosset Research & Management
Rhode Island
$755K -$46.7K -1,165 -6%
SMC
1137
Smith, Moore & Co
Missouri
$753K -$8.91K -222 -1%
PFBT
1138
Parkside Financial Bank & Trust
Missouri
$752K -$1.03M -25,801 -58%
HW
1139
Hancock Whitney
Mississippi
$745K -$23.6K -589 -3%
PCM
1140
Parsons Capital Management
Rhode Island
$740K -$63K -1,570 -8%
DAC
1141
Dividend Assets Capital
South Carolina
$739K -$36.5K -910 -5%
FFC
1142
First Financial Corp
Indiana
$738K -$84.2K -2,100 -10%
PWM
1143
Perigon Wealth Management
California
$730K +$18.1K +452 +3%
WA
1144
Waverly Advisors
Alabama
$727K +$38.3K +955 +6%
TCM
1145
Telos Capital Management
California
$726K -$50.7K -1,263 -7%
TCB
1146
Texas Capital Bancshares
Texas
$724K -$235K -5,857 -25%
ROTUOC
1147
Regents of the University of California
California
$722K – – –
PCA
1148
Private Capital Advisors
Connecticut
$722K – – –
OCM
1149
Osterweis Capital Management
California
$721K -$3.61K -90 -0.5%
WSC
1150
Wellington Shields & Co
New York
$712K -$12K -300 -2%
44 45
46
47 48