KO icon

Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCP
1151
KDI Capital Partners
North Carolina
$839K -$2.93M -69,200 -78%
BT
1152
Brandywine Trust
Delaware
$839K – – –
BIC
1153
Beach Investment Counsel
Pennsylvania
$835K -$348K -8,217 -29%
CPO
1154
Cerity Partners OCIO
New York
$835K -$179K -4,228 -18%
CAM
1155
Coronation Asset Management
South Africa
$825K -$2.62M -61,977 -76%
LKIM
1156
Lawson Kroeker Investment Management
Nebraska
$824K +$42.3K +1,000 +5%
HVIA
1157
Hudson Valley Investment Advisors
New York
$822K -$35.9K -847 -4%
WSC
1158
Wellington Shields & Co
New York
$822K +$339 +8 +0%
ASN
1159
Advisory Services Network
Georgia
$821K -$30K -708 -4%
NSIM
1160
North Star Investment Management
Illinois
$821K -$6.99K -165 -0.8%
CIC
1161
Carnegie Investment Counsel
Ohio
$821K +$34.4K +811 +4%
HH
1162
Hilltop Holdings
Texas
$800K -$41.5K -980 -5%
RB
1163
Rodgers Brothers
Pennsylvania
$796K -$152K -3,597 -16%
TFA
1164
Transamerica Financial Advisors
Florida
$793K +$489K +11,551 +161%
PWW
1165
Pettyjohn Wood & White
Virginia
$792K +$29.7K +702 +4%
ST
1166
Sentinel Trust
Texas
$787K +$6.53K +154 +0.8%
KFS
1167
Kurt F. Somerville
$785K -$8.46K -200 -1%
AAM
1168
Autus Asset Management
Arizona
$778K -$86K -2,030 -10%
AIA
1169
Arbor Investment Advisors
North Carolina
$778K -$10.5K -248 -1%
IAM
1170
Integre Asset Management
New York
$775K +$85 +2 +0%
KTC
1171
Kistler-Tiffany Companies
Pennsylvania
$773K -$16.7K -394 -2%
CL
1172
CPWM LLC
Washington
$771K +$62.5K +1,475 +9%
EIM
1173
Emerson Investment Management
Massachusetts
$769K – – –
DCM
1174
Donaldson Capital Management
Indiana
$769K +$96.4K +2,275 +14%
ACP
1175
Ashfield Capital Partners
California
$768K -$172K -4,060 -18%
45 46
47
48 49