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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 %
HW
1176
Hancock Whitney
Mississippi
$777K -$70.4K -1,736 -8%
CAM
1177
Carret Asset Management
New York
$773K -$6.89K -170 -0.9%
MCM
1178
Maple Capital Management
Vermont
$765K -$45.5K -1,123 -6%
SFU
1179
Stonehage Fleming (UK)
United Kingdom
$758K -$81.1K -2,000 -10%
IAM
1180
Impax Asset Management
New Hampshire
$757K +$52.9K +1,304 +8%
JWA
1181
JFS Wealth Advisors
Pennsylvania
$752K – – –
I
1182
IberiaBank
Louisiana
$750K -$92.8K -2,289 -11%
CAI
1183
Capital Advisors Inc
Oklahoma
$747K +$747K +18,417 New
WSC
1184
Wellington Shields & Co
New York
$744K – – –
CWP
1185
Capital Wealth Planning
Florida
$738K -$195K -4,800 -21%
PCA
1186
Private Capital Advisors
Connecticut
$730K – – –
ROTUOC
1187
Regents of the University of California
California
$730K – – –
BIC
1188
Beach Investment Counsel
Pennsylvania
$724K -$91.2K -2,250 -11%
PWM
1189
Perigon Wealth Management
California
$724K +$15.3K +376 +2%
CS
1190
Cannell & Spears
New York
$716K +$72.5K +1,787 +11%
DAM
1191
Doheny Asset Management
California
$714K – – –
BOS
1192
Bank of Stockton
California
$710K -$84.3K -2,080 -11%
DCM
1193
Donaldson Capital Management
Indiana
$707K +$4.38K +108 +0.6%
PWW
1194
Pettyjohn Wood & White
Virginia
$706K -$44.6K -1,100 -6%
BT
1195
Brandywine Trust
Delaware
$704K – – –
MC
1196
Middleton & Co
Massachusetts
$703K -$81.1K -2,000 -10%
CL
1197
CPWM LLC
Washington
$703K -$37.1K -915 -5%
HI
1198
Hudock Inc
Pennsylvania
$702K +$188K +4,649 +37%
SSWM
1199
Sheets Smith Wealth Management
North Carolina
$700K -$9.9K -244 -1%
GLI
1200
Guardian Life Insurance
New York
$697K -$214K -5,282 -24%
46 47
48
49 50