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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1151
Jane Street
New York
$867K -$12.6M -298,080 -94%
DAC
1152
Dividend Assets Capital
South Carolina
$867K -$12.7K -300 -1%
WRM
1153
Weybosset Research & Management
Rhode Island
$861K -$1.98M -46,951 -70%
KFS
1154
Kurt F. Somerville
$860K +$89K +2,106 +12%
OCM
1155
Osterweis Capital Management
California
$853K -$3.38K -80 -0.4%
OCG
1156
Opus Capital Group
Ohio
$852K -$127K -3,006 -13%
BIC
1157
Beach Investment Counsel
Pennsylvania
$849K -$13.2M -313,570 -94%
ECM
1158
Estabrook Capital Management
New York
$844K -$3.17K -75 -0.4%
MCM
1159
Maple Capital Management
Vermont
$844K -$92.3K -2,188 -10%
PIM
1160
Provident Investment Management
Michigan
$844K – – –
GIM
1161
Guardian Investment Management
California
$844K +$844K +20,000 New
YP
1162
Yellowstone Partners
Idaho
$836K +$73.2K +1,735 +10%
CT
1163
Coastline Trust
Rhode Island
$831K +$630K +14,924 +314%
NGA
1164
Naples Global Advisors
Florida
$828K +$51.2K +1,213 +7%
BOS
1165
Bank of Stockton
California
$827K -$6.33K -150 -0.8%
CG
1166
Colony Group
Massachusetts
$827K +$97.7K +2,314 +13%
DA
1167
Dillon & Associates
Michigan
$826K -$6.3K -150 -0.8%
TFA
1168
Transamerica Financial Advisors
Florida
$825K +$46.8K +1,107 +6%
NCM
1169
Nelson Capital Management
California
$819K -$94.1K -2,230 -10%
MC
1170
Middleton & Co
Massachusetts
$816K -$21.5K -509 -3%
Two Sigma Advisers
1171
Two Sigma Advisers
New York
$816K +$816K +19,336 New
RGI
1172
River Global Investors
United Kingdom
$814K +$814K +19,280 New
SAM
1173
Summit Asset Management
Tennessee
$812K +$5.7K +135 +0.7%
CAM
1174
Carret Asset Management
New York
$812K +$8.44K +200 +1%
WC
1175
Wexford Capital
Florida
$812K +$118K +2,793 +17%
45 46
47
48 49