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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1226
Philadelphia Trust Company
Pennsylvania
$534K +$516K +12,851 +2,837%
Simplex Trading
1227
Simplex Trading
Illinois
$533K -$902K -22,526 -63%
GAM
1228
Gould Asset Management
California
$528K +$12K +300 +2%
GCM
1229
Grisanti Capital Management
New York
$527K – – –
SIM
1230
SSI Investment Management
California
$527K – – –
CS
1231
Cannell & Spears
New York
$526K -$120K -2,995 -19%
ANBT
1232
American National Bank & Trust
Texas
$526K +$13.7K +340 +3%
IA
1233
Icon Advisers
Colorado
$526K +$133K +3,300 +34%
LBC
1234
Lawrence B. Cohen
$524K – – –
PFM
1235
PacWest Financial Management
Arizona
$521K -$51.3K -1,280 -9%
EIM
1236
Emerson Investment Management
Massachusetts
$518K +$19.3K +482 +4%
CCM
1237
Catawba Capital Management
Virginia
$517K -$37.7K -940 -7%
TBA
1238
Train Babcock Advisors
New York
$515K -$32.1K -800 -6%
KFS
1239
Kurt F. Somerville
$515K -$4.01K -100 -0.8%
MFBTD
1240
MB Financial Bank - Trust Department
Illinois
$513K -$265K -6,613 -34%
OIA
1241
Optimum Investment Advisors
Illinois
$509K +$509K +12,680 New
ESCM
1242
Echo Street Capital Management
New York
$509K +$509K +12,694 New
HWA
1243
Heritage Wealth Advisors
Virginia
$508K +$3.21K +80 +0.6%
LIA
1244
LBMC Investment Advisors
Tennessee
$508K +$3.57K +89 +0.7%
NCM
1245
Nelson Capital Management
California
$506K – – –
CHJWM
1246
Carlton Hofferkamp & Jenks Wealth Management
Texas
$504K +$18.9K +472 +4%
GIM
1247
Goelzer Investment Management
Indiana
$502K -$12.4K -308 -2%
PCC
1248
Park Circle Company
Maryland
$502K – – –
KP
1249
Keel Point
Alabama
$496K -$9.14K -228 -2%
AF
1250
Allworth Financial
California
$495K +$2.25K +56 +0.5%
48 49
50
51 52