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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 %
BSW
1226
Buckingham Strategic Wealth
Missouri
$697K -$174K -4,131 -20%
CCMD
1227
Cypress Capital Management (Delaware)
Delaware
$695K – – –
WA
1228
WFG Advisors
Texas
$687K -$322K -7,626 -32%
BWP
1229
BSW Wealth Partners
Colorado
$686K +$4.31K +102 +0.6%
PAM
1230
Paradigm Asset Management
New York
$684K +$42.2K +1,000 +7%
FHC
1231
First Heartland Consultants
Missouri
$671K +$34.2K +810 +5%
CS
1232
Cannell & Spears
New York
$670K – – –
EA
1233
Emerald Advisers
Pennsylvania
$667K -$48.2K -1,141 -7%
FNBTCON
1234
First National Bank & Trust Co of Newtown
Pennsylvania
$666K – – –
ST
1235
Sentinel Trust
Texas
$663K – – –
LIM
1236
Lathrop Investment Management
Arkansas
$662K +$348K +8,250 +111%
CFA
1237
CT Financial Advisors
Pennsylvania
$661K +$661K +15,649 New
OIA
1238
Optimum Investment Advisors
Illinois
$659K -$207K -4,893 -24%
SRC
1239
Shufro Rose & Co
New York
$658K – – –
TCM
1240
Texan Capital Management
Texas
$657K -$27.2K -643 -4%
PFM
1241
PacWest Financial Management
Arizona
$657K -$4.22K -100 -0.6%
BB
1242
Bell Bank
North Dakota
$651K -$20.7K -490 -3%
TF
1243
Tompkins Financial
New York
$649K +$229K +5,415 +54%
MPIA
1244
Mountain Pacific Investment Advisers
Idaho
$647K -$29.5K -700 -4%
NP
1245
NorthRock Partners
Minnesota
$646K +$646K +15,298 New
AF
1246
Affiance Financial
Minnesota
$644K +$644K +15,260 New
SFG
1247
Sather Financial Group
Texas
$642K -$2.15M -50,796 -77%
DAL
1248
David A. Lorber
$640K +$640K +15,156 New
FMA
1249
FNY Managed Accounts
New York
$633K +$633K +15,000 New
TIA
1250
Tiemann Investment Advisors
California
$633K -$41.9K -993 -6%
48 49
50
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