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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 %
KFS
1176
Kurt F. Somerville
$778K -$12.8K -300 -2%
NSIM
1177
North Star Investment Management
Illinois
$777K -$49.7K -1,165 -6%
EIM
1178
Emerson Investment Management
Massachusetts
$775K +$981 +23 +0.1%
PH
1179
Pinnacle Holdings
Oklahoma
$772K +$91.2K +2,137 +13%
EIA
1180
Edgemoor Investment Advisors
Maryland
$771K +$4.27K +100 +0.6%
YP
1181
Yellowstone Partners
Idaho
$771K +$26.8K +627 +4%
VDBMI
1182
Van Den Berg Management I
Texas
$770K +$770K +18,045 New
ACP
1183
Ashfield Capital Partners
California
$768K -$5.89K -138 -0.8%
ROTUOC
1184
Regents of the University of California
California
$768K – – –
DWT
1185
Dorsey & Whitney Trust
South Dakota
$766K – – –
AIA
1186
Arbor Investment Advisors
North Carolina
$764K -$19.5K -458 -2%
AAM
1187
Autus Asset Management
Arizona
$762K -$21.3K -500 -3%
CBB
1188
Citizens Business Bank
California
$757K -$151K -3,552 -17%
JWA
1189
JFS Wealth Advisors
Pennsylvania
$753K – – –
CIS
1190
Capital International Sarl
California
$751K +$171K +4,000 +29%
PAWC
1191
P.A.W. Capital
Connecticut
$747K – – –
EWA
1192
EP Wealth Advisors
California
$746K +$35.6K +834 +5%
IAM
1193
Integre Asset Management
New York
$743K -$37.6K -881 -5%
GC
1194
Grimes & Company
Massachusetts
$741K -$640 -15 -0.1%
TCB
1195
Texas Capital Bancshares
Texas
$741K +$15K +352 +2%
DAM
1196
Doheny Asset Management
California
$739K -$2.13K -50 -0.3%
CG
1197
Colony Group
Massachusetts
$737K +$641K +15,018 +665%
CAM
1198
Coronation Asset Management
South Africa
$736K -$95.3K -2,234 -11%
LPC
1199
Loeb Partners Corp
New York
$734K – – –
SSWM
1200
Sheets Smith Wealth Management
North Carolina
$725K +$2.18K +51 +0.3%
46 47
48
49 50