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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 %
KFS
1201
Kurt F. Somerville
$697K -$128K -3,154 -15%
ACP
1202
Ashfield Capital Partners
California
$696K -$21.1K -520 -3%
RC
1203
RegentAtlantic Capital
New Jersey
$695K -$58.1K -1,433 -8%
ID
1204
Integral Derivatives
New York
$693K -$1.03M -25,500 -60%
SCP
1205
Sandhill Capital Partners
New York
$692K +$2.63K +65 +0.4%
FBC
1206
Fairfield, Bush & Co
Connecticut
$690K +$8.11K +200 +1%
ST
1207
Spinnaker Trust
Maine
$687K -$8.47K -209 -1%
PH
1208
Pinnacle Holdings
Oklahoma
$686K -$24.8K -612 -3%
NCM
1209
Nelson Capital Management
California
$682K -$105K -2,600 -13%
MIC
1210
MU Investments Company
Japan
$681K -$81.9K -2,020 -11%
WA
1211
Waverly Advisors
Alabama
$680K – – –
DWT
1212
Dorsey & Whitney Trust
South Dakota
$678K -$47.9K -1,184 -7%
EWA
1213
EP Wealth Advisors
California
$675K -$44K -1,084 -6%
FC
1214
Forte Capital
New York
$669K -$33.6K -830 -5%
CCMD
1215
Cypress Capital Management (Delaware)
Delaware
$667K – – –
AIA
1216
Arbor Investment Advisors
North Carolina
$663K -$17.6K -434 -3%
FUBT
1217
First United Bank & Trust
Maryland
$662K -$87K -2,146 -12%
LRPA
1218
L. Roy Papp & Associates
Arizona
$657K -$16.2K -400 -2%
BFPW
1219
BOK Financial Private Wealth
Colorado
$654K -$204K -5,021 -24%
NP
1220
NorthRock Partners
Minnesota
$649K +$28.9K +712 +5%
FNBTCON
1221
First National Bank & Trust Co of Newtown
Pennsylvania
$648K +$8.32K +205 +1%
SJIC
1222
St. James Investment Company
Texas
$646K +$64.6K +1,595 +11%
NDSI
1223
Newman Dignan & Sheerar Inc
Rhode Island
$644K -$62.9K -1,550 -9%
LIM
1224
Lathrop Investment Management
Arkansas
$644K +$8.15K +201 +1%
CNC
1225
Citizens & Northern Corp
Pennsylvania
$644K +$60.1K +1,482 +10%
47 48
49
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