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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 %
M
1226
MOTCO
Texas
$627K +$264K +6,226 +73%
CS
1227
Cannell & Spears
New York
$624K -$137K -3,229 -18%
BT
1228
Bankers Trust
Iowa
$620K – – –
FNBTCON
1229
First National Bank & Trust Co of Newtown
Pennsylvania
$620K +$28.1K +715 +5%
EVC
1230
Eidelman Virant Capital
Missouri
$619K -$27.5K -650 -4%
TCM
1231
Texan Capital Management
Texas
$617K – – –
BSB
1232
Bangor Savings Bank
Maine
$617K +$617K +14,573 New
AT
1233
Acadia Trust
Maine
$615K – – –
EWM
1234
Endurance Wealth Management
Rhode Island
$611K +$4.7K +111 +0.8%
CNAM
1235
Campbell Newman Asset Management
Wisconsin
$610K – – –
BCM
1236
Brookstone Capital Management
Illinois
$609K +$228K +5,389 +60%
FMT
1237
First Mercantile Trust
Tennessee
$606K +$16.5K +390 +3%
CCM
1238
Catawba Capital Management
Virginia
$603K +$2.88K +68 +0.5%
SC
1239
Savant Capital
Illinois
$603K +$7.63K +180 +1%
SAM
1240
Symphony Asset Management
California
$602K -$193K -4,557 -24%
HAIM
1241
Hunter Associates Investment Management
Pennsylvania
$601K +$12.7K +300 +2%
MCM
1242
MAI Capital Management
Ohio
$595K -$2.62M -61,915 -82%
BSWMG
1243
Barrington Strategic Wealth Management Group
Illinois
$591K -$9.11K -215 -2%
CHJWM
1244
Carlton Hofferkamp & Jenks Wealth Management
Texas
$590K -$1.09M -25,844 -65%
AB
1245
AT Bancorp
Iowa
$589K +$11.3K +266 +2%
EGA
1246
E&G Advisors
Texas
$589K +$589K +13,904 New
PAM
1247
Private Asset Management
California
$588K -$3.56K -84 -0.6%
UR
1248
USCA RIA
Texas
$586K +$89.1K +2,106 +18%
ZTNA
1249
Zions Trust National Association
Utah
$584K -$8.48K -200 -1%
OIM
1250
Orca Investment Management
Oregon
$579K -$62.3K -1,471 -10%
48 49
50
51 52