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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 %
RFC
101
Russell Frank Company
Washington
$140M -$8.21M -192,034 -6%
RJA
102
Raymond James & Associates
Florida
$139M +$9.8M +232,134 +8%
H
103
Hexavest
Quebec, Canada
$138M -$11.9M -281,744 -8%
ACM
104
Atlanta Capital Management
Georgia
$137M -$7.71M -182,540 -5%
EVM
105
Eaton Vance Management
Massachusetts
$136M -$3.14M -74,364 -2%
Comerica Bank
106
Comerica Bank
Texas
$134M +$65.5M +1,551,875 +96%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$133M +$19.1M +452,682 +17%
SG Americas Securities
108
SG Americas Securities
New York
$132M +$31.9M +755,199 +32%
JIM
109
Jensen Investment Management
Oregon
$130M -$82.1M -1,945,641 -39%
EA
110
Euclid Advisors
Connecticut
$129M +$4.94M +117,080 +4%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$127M -$2.37M -56,135 -2%
Canada Life
112
Canada Life
Manitoba, Canada
$124M +$15.7M +372,230 +14%
SIM
113
Sprucegrove Investment Management
Ontario, Canada
$124M -$2.53M -59,900 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$123M -$7.4M -175,200 -6%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$874K -20,698 -0.7%
RFC
116
Regions Financial Corp
Alabama
$120M -$28.1K -665 -0%
GIA
117
Gateway Investment Advisers
Ohio
$119M -$8.97M -212,447 -7%
Calamos Advisors
118
Calamos Advisors
Illinois
$118M -$37.7M -893,361 -24%
JHIU
119
Janus Henderson Investors US
Colorado
$114M -$3.05M -72,344 -3%
IG
120
ING Group
Netherlands
$113M +$84.3M +1,995,439 +294%
FI
121
Focused Investors
California
$110M -$7.28M -172,500 -6%
M&T Bank
122
M&T Bank
New York
$107M +$976K +23,113 +0.9%
WA
123
Wintergreen Advisers
New Jersey
$106M – – –
T
124
Thomaspartners
Massachusetts
$102M +$6.42M +152,161 +7%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$101M +$16.4M +388,519 +19%
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