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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 %
TBA
1251
Train Babcock Advisors
New York
$578K +$1.27K +30 +0.2%
CIS
1252
Capital International Sarl
California
$576K +$394K +9,300 +216%
DSAM
1253
Dock Street Asset Management
Florida
$573K – – –
I
1254
IberiaBank
Louisiana
$569K +$3.18K +75 +0.6%
TC
1255
Telemus Capital
Michigan
$562K – – –
BRWM
1256
B. Riley Wealth Management
Tennessee
$561K +$63.8K +1,507 +13%
NI
1257
NFC Investments
Tennessee
$560K – – –
GCM
1258
Grisanti Capital Management
New York
$557K – – –
RMCM
1259
Reynders McVeigh Capital Management
Massachusetts
$556K -$78.6K -1,853 -12%
SP
1260
Sarasin & Partners
United Kingdom
$555K -$1.32M -31,250 -70%
CWM
1261
Confluence Wealth Management
Oregon
$551K +$551K +13,008 New
MFW
1262
Meristem Family Wealth
Minnesota
$550K +$42.3K +1,000 +8%
LC
1263
Lilley & Co
Michigan
$546K -$56.3K -1,329 -9%
PHAM
1264
Palisades Hudson Asset Management
Florida
$545K – – –
WPC
1265
White Pine Capital
Minnesota
$543K -$50.8K -1,200 -9%
BHB
1266
Bank Hapoalim BM
Israel
$542K +$102K +2,401 +23%
SJIC
1267
St. James Investment Company
Texas
$542K +$271K +6,390 +100%
Envestnet Asset Management
1268
Envestnet Asset Management
Illinois
$541K -$85.9K -2,029 -14%
ANBT
1269
American National Bank & Trust
Texas
$537K +$2.29K +54 +0.4%
AIM
1270
Avity Investment Management
Connecticut
$534K -$172K -4,050 -24%
BCMIO
1271
Beacon Capital Management Inc (Ohio)
Ohio
$530K -$37.4K -881 -7%
PWM
1272
ParenteBeard Wealth Management
Pennsylvania
$529K +$466 +11 +0.1%
BFA
1273
Beaumont Financial Advisors
Massachusetts
$528K -$58.6K -1,383 -10%
LIA
1274
LBMC Investment Advisors
Tennessee
$528K -$17K -401 -3%
IT
1275
Investors Trust
Texas
$525K – – –
49 50
51
52 53