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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 %
EIM
1176
Emerson Investment Management
Massachusetts
$702K -$88.8K -2,295 -11%
NCM
1177
Noesis Capital Mangement
Florida
$697K -$38.6K -1,000 -5%
PWW
1178
Pettyjohn Wood & White
Virginia
$696K +$285K +7,377 +69%
CS
1179
Cannell & Spears
New York
$694K +$348K +8,989 +100%
BFG
1180
Beacon Financial Group
Texas
$692K +$202K +5,189 +41%
JWA
1181
JFS Wealth Advisors
Pennsylvania
$688K +$6.57K +170 +1%
MHS
1182
M Holdings Securities
Oregon
$680K -$870K -22,513 -56%
NGA
1183
Naples Global Advisors
Florida
$679K +$11.6K +300 +2%
BCMU
1184
BlueCrest Capital Management (UK)
Guernsey
$677K -$1.97M -51,009 -74%
PAWC
1185
P.A.W. Capital
Connecticut
$677K +$135K +3,500 +25%
SAM
1186
Summit Asset Management
Tennessee
$676K – – –
FM
1187
Forward Management
California
$670K +$10.4K +268 +2%
LPC
1188
Loeb Partners Corp
New York
$665K -$1.2M -31,000 -64%
CCMD
1189
Cypress Capital Management (Delaware)
Delaware
$661K – – –
CCMG
1190
Clark Capital Management Group
Pennsylvania
$659K -$3.78M -97,773 -85%
GCA
1191
Gideon Capital Advisors
New York
$653K +$653K +16,890 New
YP
1192
Yellowstone Partners
Idaho
$651K +$2.86K +74 +0.4%
GC
1193
Grimes & Company
Massachusetts
$650K +$6.5K +168 +1%
CL
1194
CPWM LLC
Washington
$647K – – –
DAC
1195
Dividend Assets Capital
South Carolina
$646K +$39.5K +1,024 +7%
AIM
1196
Avity Investment Management
Connecticut
$644K -$8.41M -217,527 -93%
MPIA
1197
Mountain Pacific Investment Advisers
Idaho
$643K +$4.52K +117 +0.7%
CF
1198
CNA Financial
Illinois
$642K – – –
SSWM
1199
Sheets Smith Wealth Management
North Carolina
$639K -$96.1K -2,486 -13%
TIA
1200
Tiemann Investment Advisors
California
$638K +$33.8K +875 +6%
46 47
48
49 50