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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 %
MC
1151
Middleton & Co
Massachusetts
$774K -$88.9K -2,300 -10%
PIM
1152
Provident Investment Management
Michigan
$773K -$10.9K -281 -1%
CCM
1153
Check Capital Management
California
$772K +$108K +2,800 +16%
HH
1154
Hilltop Holdings
Texas
$767K -$242K -6,266 -24%
BT
1155
Brandywine Trust
Delaware
$766K – – –
NSIM
1156
North Star Investment Management
Illinois
$755K +$1.04K +27 +0.1%
OIA
1157
Optimum Investment Advisors
Illinois
$754K -$26.5K -686 -3%
FBT
1158
Founders Bank & Trust
Michigan
$754K +$103K +2,660 +16%
SMC
1159
Smith, Moore & Co
Missouri
$752K +$392K +10,130 +109%
WSC
1160
Wellington Shields & Co
New York
$750K – – –
HCM
1161
Hollencrest Capital Management
California
$750K +$4.21K +109 +0.6%
SFM
1162
Signature Financial Management
Virginia
$742K +$54.9K +1,420 +8%
NDSI
1163
Newman Dignan & Sheerar Inc
Rhode Island
$732K -$30.1K -779 -4%
LRPA
1164
L. Roy Papp & Associates
Arizona
$732K +$163K +4,225 +29%
FHC
1165
First Heartland Consultants
Missouri
$726K +$58.3K +1,509 +9%
SAM
1166
Symphony Asset Management
California
$725K +$725K +18,749 New
KFS
1167
Kurt F. Somerville
$724K -$139K -3,600 -16%
KTC
1168
Kistler-Tiffany Companies
Pennsylvania
$721K +$66.9K +1,731 +10%
AIA
1169
Arbor Investment Advisors
North Carolina
$719K +$20.1K +520 +3%
TCB
1170
Texas Capital Bancshares
Texas
$719K +$277K +7,153 +63%
CIC
1171
Carnegie Investment Counsel
Ohio
$718K +$15.5K +400 +2%
LKIM
1172
Lawson Kroeker Investment Management
Nebraska
$714K +$109K +2,815 +18%
ST
1173
Sentinel Trust
Texas
$712K -$3.29K -85 -0.5%
CC
1174
Cipher Capital
New York
$709K +$709K +18,336 New
IAM
1175
Integre Asset Management
New York
$707K – – –
45 46
47
48 49