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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 %
RMCM
1226
Reynders McVeigh Capital Management
Massachusetts
$579K -$8.01K -207 -1%
Envestnet Asset Management
1227
Envestnet Asset Management
Illinois
$572K -$59.4K -1,538 -9%
BT
1228
Bankers Trust
Iowa
$566K -$1.59K -41 -0.3%
HBWM
1229
Hollow Brook Wealth Management
New York
$564K – – –
TCM
1230
Texan Capital Management
Texas
$563K – – –
AT
1231
Acadia Trust
Maine
$561K -$2.51K -65 -0.4%
SCP
1232
Sandhill Capital Partners
New York
$558K +$57.6K +1,490 +12%
CNAM
1233
Campbell Newman Asset Management
Wisconsin
$557K – – –
EWM
1234
Endurance Wealth Management
Rhode Island
$553K -$10.4K -270 -2%
PTC
1235
Philadelphia Trust Company
Pennsylvania
$551K +$106K +2,738 +24%
LC
1236
Lilley & Co
Michigan
$550K -$789K -20,395 -59%
BSWMG
1237
Barrington Strategic Wealth Management Group
Illinois
$548K -$30.4K -785 -5%
CCM
1238
Catawba Capital Management
Virginia
$547K -$54.1K -1,400 -9%
PFM
1239
PacWest Financial Management
Arizona
$545K +$31.9K +825 +6%
SC
1240
Savant Capital
Illinois
$543K -$5.41K -140 -1%
WPC
1241
White Pine Capital
Minnesota
$542K -$3.86K -100 -0.7%
PAM
1242
Private Asset Management
California
$540K – – –
ZTNA
1243
Zions Trust National Association
Utah
$540K +$15.4K +400 +3%
FMT
1244
First Mercantile Trust
Tennessee
$538K – – –
HAIM
1245
Hunter Associates Investment Management
Pennsylvania
$537K +$96.7K +2,500 +22%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$535K -$281K -7,273 -34%
AII
1247
AGF Investments Inc
Ontario, Canada
$534K -$294K -7,600 -36%
DWT
1248
Dorsey & Whitney Trust
South Dakota
$534K +$68.6K +1,777 +15%
AB
1249
AT Bancorp
Iowa
$527K -$13.3K -344 -2%
TBA
1250
Train Babcock Advisors
New York
$526K -$1.93K -50 -0.4%
48 49
50
51 52