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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
1151
Fuller & Thaler Asset Management
California
$823K +$568K +14,000 +222%
WRM
1152
Weybosset Research & Management
Rhode Island
$820K -$6.69K -165 -0.8%
BT
1153
Beacon Trust
New Jersey
$818K -$224K -5,513 -21%
TCM
1154
Telos Capital Management
California
$812K -$93.5K -2,305 -10%
PIM
1155
Provident Investment Management
Michigan
$811K – – –
RB
1156
Rodgers Brothers
Pennsylvania
$811K +$44K +1,085 +6%
OCM
1157
Osterweis Capital Management
California
$810K -$9.74K -240 -1%
NGA
1158
Naples Global Advisors
Florida
$809K +$12.9K +319 +2%
RHBC
1159
R.H. Bluestein & Co
Michigan
$808K +$523K +12,900 +184%
DBG
1160
De Burlo Group
Massachusetts
$807K -$101K -2,500 -11%
DA
1161
Dillon & Associates
Michigan
$807K – – –
VAS
1162
Valicenti Advisory Services
New York
$807K +$60K +1,479 +8%
SFA
1163
Staton Financial Advisors
North Carolina
$805K +$805K +19,845 New
WIS
1164
Wright Investors Service
Connecticut
$802K -$401K -9,900 -33%
MC
1165
Montag & Caldwell
Georgia
$802K -$85.1K -2,100 -10%
GC
1166
Grimes & Company
Massachusetts
$801K +$95.1K +2,345 +13%
YP
1167
Yellowstone Partners
Idaho
$799K -$3.97K -98 -0.5%
CWM
1168
Concert Wealth Management
California
$797K +$243K +11,747 +44%
CT
1169
Coastline Trust
Rhode Island
$796K -$2.03K -50 -0.3%
BSW
1170
Buckingham Strategic Wealth
Missouri
$793K +$123K +3,046 +18%
ECM
1171
Estabrook Capital Management
New York
$791K -$20.3K -500 -3%
MCM
1172
MAI Capital Management
Ohio
$784K +$56.9K +1,403 +8%
FM
1173
Forward Management
California
$783K +$111K +2,727 +16%
SAM
1174
Summit Asset Management
Tennessee
$780K – – –
SMC
1175
Smith, Moore & Co
Missouri
$778K +$97.4K +2,400 +14%
45 46
47
48 49