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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 %
DSAM
1251
Dock Street Asset Management
Florida
$523K -$7.73K -200 -1%
RP
1252
Regal Partners
Australia
$521K – – –
BCMIO
1253
Beacon Capital Management Inc (Ohio)
Ohio
$517K -$82.8K -2,144 -14%
I
1254
IberiaBank
Louisiana
$516K +$25.4K +657 +5%
BIM
1255
Barton Investment Management
Pennsylvania
$514K – – –
TC
1256
Telemus Capital
Michigan
$513K -$4.95K -128 -1%
NI
1257
NFC Investments
Tennessee
$511K – – –
QGM
1258
Quality Growth Management
California
$510K – – –
GCM
1259
Grisanti Capital Management
New York
$508K – – –
PHAM
1260
Palisades Hudson Asset Management
Florida
$497K -$24.1K -624 -5%
LIA
1261
LBMC Investment Advisors
Tennessee
$497K +$3.86K +100 +0.8%
EWA
1262
Exencial Wealth Advisors
Oklahoma
$496K +$1.01K +25 +0.2%
VF
1263
Virtu Financial
New York
$490K +$490K +12,678 New
ANBT
1264
American National Bank & Trust
Texas
$488K -$13.9K -360 -3%
SCM
1265
Sterneck Capital Management
Missouri
$487K +$6.26K +162 +1%
IC
1266
IKOS CIF
Cyprus
$485K +$485K +12,572 New
PWM
1267
ParenteBeard Wealth Management
Pennsylvania
$482K – – –
VIP
1268
Vantage Investment Partners
Missouri
$481K -$1.19M -30,889 -71%
ACPU
1269
Arrowgrass Capital Partners (US)
Delaware
$480K -$6.52M -168,500 -93%
NFG
1270
Nadler Financial Group
Illinois
$480K -$18.2K -470 -4%
IT
1271
Investors Trust
Texas
$479K – – –
PG
1272
Portola Group
California
$477K -$21.7K -560 -4%
EVM
1273
Evelyn V. Moreno
$472K +$30.9K +800 +7%
PI
1274
Pettee Investors
Connecticut
$470K – – –
AB
1275
Atlas Brown
Kentucky
$470K +$3.87K +100 +0.8%
49 50
51
52 53