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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 %
RFA
1176
Reilly Financial Advisors
California
$767K +$82.6K +1,953 +12%
PWM
1177
Perigon Wealth Management
California
$764K +$101K +2,385 +15%
ROTUOC
1178
Regents of the University of California
California
$762K +$762K +18,000 New
EIA
1179
Edgemoor Investment Advisors
Maryland
$761K +$431K +10,170 +130%
DWT
1180
Dorsey & Whitney Trust
South Dakota
$760K +$174K +4,117 +30%
NCM
1181
Noesis Capital Mangement
Florida
$750K -$14.4K -341 -2%
JWA
1182
JFS Wealth Advisors
Pennsylvania
$747K -$7.07K -167 -0.9%
NGA
1183
Naples Global Advisors
Florida
$744K – – –
PAWC
1184
P.A.W. Capital
Connecticut
$741K – – –
SAM
1185
Summit Asset Management
Tennessee
$741K +$804 +19 +0.1%
YP
1186
Yellowstone Partners
Idaho
$739K +$25.2K +595 +4%
GC
1187
Grimes & Company
Massachusetts
$737K +$25.1K +593 +4%
DAM
1188
Doheny Asset Management
California
$736K -$126K -2,975 -15%
LPC
1189
Loeb Partners Corp
New York
$729K – – –
CCMD
1190
Cypress Capital Management (Delaware)
Delaware
$726K +$1.69K +40 +0.2%
TCB
1191
Texas Capital Bancshares
Texas
$721K -$66.3K -1,565 -8%
LRPA
1192
L. Roy Papp & Associates
Arizona
$718K -$83.9K -1,982 -10%
SSWM
1193
Sheets Smith Wealth Management
North Carolina
$717K +$17.5K +413 +2%
FBC
1194
Fairfield, Bush & Co
Connecticut
$715K +$680K +16,050 +1,950%
PIM
1195
Parasol Investment Management
Illinois
$713K +$491K +11,590 +221%
BB
1196
Bell Bank
North Dakota
$712K -$195K -4,601 -21%
FM
1197
Forward Management
California
$708K -$25.8K -609 -4%
MPIA
1198
Mountain Pacific Investment Advisers
Idaho
$705K – – –
EWA
1199
EP Wealth Advisors
California
$705K +$17.1K +403 +2%
WIS
1200
Wright Investors Service
Connecticut
$703K +$19.9K +470 +3%
46 47
48
49 50