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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 %
SC
1176
Saybrook Capital
North Carolina
$811K -$101K -2,400 -11%
CCP
1177
Clarkston Capital Partners
Michigan
$809K -$76.1K -1,802 -9%
MIC
1178
MU Investments Company
Japan
$809K +$4.3K +100 +0.5%
CC
1179
Curian Capital
Colorado
$800K +$5.91K +140 +0.7%
TWA
1180
Tillar-Wenstrup Advisors
Ohio
$798K -$669K -15,839 -46%
RB
1181
Rodgers Brothers
Pennsylvania
$798K +$4.52K +107 +0.6%
RC
1182
RegentAtlantic Capital
New Jersey
$784K -$14.1K -335 -2%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$783K +$38.2K +904 +5%
PWW
1184
Pettyjohn Wood & White
Virginia
$782K +$127 +3 +0%
FUBT
1185
First United Bank & Trust
Maryland
$780K -$135K -3,187 -15%
CBB
1186
Citizens Business Bank
California
$780K +$30.7K +727 +4%
VAS
1187
Valicenti Advisory Services
New York
$778K -$179K -4,249 -19%
EIM
1188
Emerson Investment Management
Massachusetts
$777K +$9.5K +225 +1%
SC
1189
Savant Capital
Illinois
$776K +$174K +4,115 +29%
WSC
1190
Wellington Shields & Co
New York
$774K -$45.3K -1,073 -6%
CL
1191
CPWM LLC
Washington
$771K +$422 +10 +0.1%
KTC
1192
Kistler-Tiffany Companies
Pennsylvania
$765K -$111K -2,641 -13%
PCA
1193
Private Capital Advisors
Connecticut
$760K -$2.1M -49,818 -73%
FMLI
1194
Fukoku Mutual Life Insurance
Japan
$760K -$127K -3,000 -14%
ROTUOC
1195
Regents of the University of California
California
$760K – – –
DWT
1196
Dorsey & Whitney Trust
South Dakota
$757K -$295 -7 -0%
MCM
1197
MAI Capital Management
Ohio
$757K +$182K +4,309 +32%
BCM
1198
Brookstone Capital Management
Illinois
$756K +$98K +2,320 +15%
MAM
1199
Mizuho Asset Management
Japan
$754K -$4.77M -113,089 -86%
ANB
1200
Amarillo National Bank
Texas
$754K -$298K -7,063 -28%
46 47
48
49 50