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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 %
WC
1201
Wexford Capital
Florida
$636K +$86.1K +2,227 +16%
CI
1202
Capital International
California
$634K +$3.87K +100 +0.6%
AAMU
1203
Amundi Asset Management US
Massachusetts
$632K -$57.2K -1,479 -8%
MBT
1204
Monroe Bank & Trust
Michigan
$630K – – –
PH
1205
Pinnacle Holdings
Oklahoma
$630K +$27.2K +704 +5%
EWA
1206
EP Wealth Advisors
California
$628K -$22.4K -578 -3%
RFA
1207
Reilly Financial Advisors
California
$626K +$165K +4,255 +36%
WIS
1208
Wright Investors Service
Connecticut
$623K -$2.9K -75 -0.5%
SAMC
1209
Shinko Asset Management Company
Japan
$622K -$52.7K -1,362 -8%
SRC
1210
Shufro Rose & Co
New York
$622K – – –
CFA
1211
CT Financial Advisors
Pennsylvania
$621K +$621K +15,316 New
RIA
1212
Regal Investment Advisors
Michigan
$617K +$120K +3,090 +24%
DCM
1213
Donaldson Capital Management
Indiana
$614K -$182K -4,700 -23%
BSW
1214
Buckingham Strategic Wealth
Missouri
$614K -$7.73K -200 -1%
PWM
1215
Perigon Wealth Management
California
$605K -$24.2K -625 -4%
JMFC
1216
J.M. Forbes & Co
Massachusetts
$605K -$1.16K -30 -0.2%
LWI
1217
Long Wharf Investors
Massachusetts
$604K +$50.4K +1,303 +9%
AP
1218
Atwood & Palmer
Missouri
$591K +$73.6K +1,902 +14%
EVC
1219
Eidelman Virant Capital
Missouri
$590K – – –
EA
1220
Elm Advisors
California
$589K -$5.8K -150 -1%
OIM
1221
Orca Investment Management
Oregon
$585K -$9.66K -250 -2%
FM
1222
Foster & Motley
Ohio
$584K +$64.8K +1,676 +12%
HI
1223
Hudock Inc
Pennsylvania
$582K +$3.71K +96 +0.6%
FNBTCON
1224
First National Bank & Trust Co of Newtown
Pennsylvania
$581K -$10.5K -273 -2%
CMANY
1225
Capital Management Associates (New York)
New York
$581K -$9.67K -250 -2%
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