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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 %
PP
1226
Paloma Partners
Connecticut
$641K +$641K +15,800 New
BDF
1227
Balasa Dinverno & Foltz
$640K -$232K -5,707 -27%
Tudor Investment Corp
1228
Tudor Investment Corp
Connecticut
$634K +$634K +15,632 New
SRC
1229
Shufro Rose & Co
New York
$632K – – –
DLHL
1230
Donald L. Hagan LLC
Florida
$632K +$115K +2,847 +22%
FHC
1231
First Heartland Consultants
Missouri
$631K -$14.2K -350 -2%
PFM
1232
PacWest Financial Management
Arizona
$631K – – –
TCM
1233
Texan Capital Management
Texas
$631K – – –
CFA
1234
CT Financial Advisors
Pennsylvania
$621K -$13.5K -333 -2%
NEPPG
1235
New England Professional Planning Group
Rhode Island
$619K +$18K +439 +3%
TIA
1236
Tiemann Investment Advisors
California
$618K +$9.94K +245 +2%
VFAM
1237
Valley Forge Asset Management
Pennsylvania
$613K -$8.59M -211,880 -93%
ST
1238
Sentinel Trust
Texas
$611K -$26.5K -654 -4%
IR
1239
IAT Reinsurance
New York
$608K – – –
WAM
1240
Wolverine Asset Management
Illinois
$604K -$25.4M -627,078 -98%
SFM
1241
Signature Financial Management
Virginia
$604K -$86K -2,121 -12%
TI
1242
Trexquant Investment
Connecticut
$604K +$604K +14,900 New
GIM
1243
Goelzer Investment Management
Indiana
$602K -$1.41M -34,814 -70%
UR
1244
USCA RIA
Texas
$602K +$3.2K +79 +0.5%
EA
1245
Elm Advisors
California
$591K -$8.11K -200 -1%
HC
1246
Hourglass Capital
Texas
$590K -$1.11M -27,357 -65%
BB
1247
Bell Bank
North Dakota
$590K -$35.5K -875 -6%
MPIA
1248
Mountain Pacific Investment Advisers
Idaho
$589K -$32.4K -800 -5%
SC
1249
Saiers Capital
New York
$588K -$7.44M -183,500 -93%
LPC
1250
Loeb Partners Corp
New York
$588K -$109K -2,700 -16%
48 49
50
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