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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
1151
Provident Investment Management
Michigan
$853K – – –
PP
1152
Paloma Partners
Connecticut
$853K +$853K +20,000 New
MC
1153
Middleton & Co
Massachusetts
$847K -$25.1K -589 -3%
BT
1154
Brandywine Trust
Delaware
$845K – – –
BOS
1155
Bank of Stockton
California
$843K -$34.1K -800 -4%
CIC
1156
Carnegie Investment Counsel
Ohio
$843K +$16K +376 +2%
W
1157
Wealthfront
California
$836K +$174K +4,071 +26%
CPO
1158
Cerity Partners OCIO
New York
$833K -$8.92K -209 -1%
WSC
1159
Wellington Shields & Co
New York
$828K +$341 +8 +0%
TI
1160
Truepoint Inc
Ohio
$819K +$819K +19,202 New
SAM
1161
Summit Asset Management
Tennessee
$815K +$68.3K +1,600 +9%
CAM
1162
Carret Asset Management
New York
$812K -$68K -1,594 -8%
NCM
1163
Narwhal Capital Management
Georgia
$808K -$1.01M -23,725 -56%
HVIA
1164
Hudson Valley Investment Advisors
New York
$808K -$20.2K -473 -2%
FM
1165
Forward Management
California
$807K +$94.3K +2,211 +13%
RC
1166
RegentAtlantic Capital
New Jersey
$806K -$86.7K -2,033 -10%
CC
1167
Curian Capital
Colorado
$803K -$6.81M -159,608 -89%
RB
1168
Rodgers Brothers
Pennsylvania
$802K +$128 +3 +0%
FFC
1169
First Financial Corp
Indiana
$797K -$107K -2,519 -12%
MIC
1170
MU Investments Company
Japan
$791K -$90K -2,130 -10%
PWW
1171
Pettyjohn Wood & White
Virginia
$790K -$7.68K -180 -1%
TFA
1172
Transamerica Financial Advisors
Florida
$786K -$14K -329 -2%
NGA
1173
Naples Global Advisors
Florida
$785K +$35.7K +838 +5%
FC
1174
Forte Capital
New York
$782K +$782K +18,341 New
CL
1175
CPWM LLC
Washington
$779K +$1.88K +44 +0.2%
45 46
47
48 49