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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 %
MSU
1201
Maple Securities USA
New Jersey
$702K +$702K +16,582 New
CC
1202
Colrain Capital
Massachusetts
$699K -$339K -8,000 -33%
TIA
1203
Tiemann Investment Advisors
California
$699K -$424 -10 -0.1%
WC
1204
Wexford Capital
Florida
$697K – – –
BWP
1205
BSW Wealth Partners
Colorado
$691K -$158K -3,735 -19%
PAM
1206
Paradigm Asset Management
New York
$686K +$686K +16,200 New
AAMU
1207
Amundi Asset Management US
Massachusetts
$682K -$10.5K -247 -2%
AIM
1208
Allen Investment Management
New York
$682K +$682K +16,100 New
DAC
1209
Dividend Assets Capital
South Carolina
$679K -$29.6K -699 -4%
PH
1210
Pinnacle Holdings
Oklahoma
$676K -$14K -331 -2%
BSW
1211
Buckingham Strategic Wealth
Missouri
$672K -$1.14K -27 -0.2%
SMC
1212
Smith, Moore & Co
Missouri
$662K -$161K -3,811 -20%
SRC
1213
Shufro Rose & Co
New York
$660K -$21.2K -500 -3%
SAMC
1214
Shinko Asset Management Company
Japan
$660K -$21.2K -500 -3%
LWI
1215
Long Wharf Investors
Massachusetts
$660K -$2.54K -60 -0.4%
W
1216
Wealthfront
California
$656K +$419K +9,924 +177%
JMFC
1217
J.M. Forbes & Co
Massachusetts
$655K -$8.05K -190 -1%
PFM
1218
PacWest Financial Management
Arizona
$649K +$52.1K +1,230 +9%
EA
1219
Elm Advisors
California
$645K – – –
MBT
1220
Monroe Bank & Trust
Michigan
$644K -$46.6K -1,100 -7%
PTC
1221
Philadelphia Trust Company
Pennsylvania
$640K +$36K +850 +6%
FHC
1222
First Heartland Consultants
Missouri
$638K -$158K -3,732 -20%
HI
1223
Hudock Inc
Pennsylvania
$637K -$1.27K -30 -0.2%
CCMG
1224
Clark Capital Management Group
Pennsylvania
$634K -$88K -2,078 -12%
SCP
1225
Sandhill Capital Partners
New York
$632K +$20.8K +491 +3%
47 48
49
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