KO icon

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 %
BSB
1251
Bangor Savings Bank
Maine
$633K +$20.5K +485 +3%
IR
1252
IAT Reinsurance
New York
$633K +$633K +15,000 New
SMM
1253
Stadion Money Management
Georgia
$627K +$395K +9,356 +170%
BWFM
1254
Bridgewater Wealth & Financial Management
Maryland
$627K +$627K +14,845 New
EA
1255
Elm Advisors
California
$624K -$8.65K -205 -1%
UR
1256
USCA RIA
Texas
$623K +$18.3K +433 +3%
TCB
1257
Texas Capital Bancshares
Texas
$622K -$111K -2,641 -15%
SWM
1258
Strategic Wealth Management
Washington
$622K +$622K +14,726 New
NEPPG
1259
New England Professional Planning Group
Rhode Island
$617K +$617K +14,663 New
VNA
1260
VNBTrust National Association
Virginia
$613K +$109K +2,585 +22%
RFA
1261
Reilly Financial Advisors
California
$608K -$271K -6,426 -31%
CNAM
1262
Campbell Newman Asset Management
Wisconsin
$608K – – –
CNC
1263
Citizens & Northern Corp
Pennsylvania
$608K +$608K +14,392 New
SJIC
1264
St. James Investment Company
Texas
$606K +$28.4K +673 +5%
SIA
1265
Stancorp Investment Advisers
Oregon
$606K +$606K +14,354 New
ZTNA
1266
Zions Trust National Association
Utah
$604K +$30.6K +725 +5%
CHJWM
1267
Carlton Hofferkamp & Jenks Wealth Management
Texas
$603K +$84 +2 +0%
PAM
1268
Private Asset Management
California
$594K +$7.82K +185 +1%
ARC
1269
Absolute Return Capital
Massachusetts
$593K -$56.9M -1,347,493 -99%
PAWC
1270
P.A.W. Capital
Connecticut
$591K -$148K -3,500 -20%
LBC
1271
Lawrence B. Cohen
$585K – – –
MMPW
1272
Mitchell McLeod Pugh & Williams
Alabama
$585K +$585K +13,856 New
CCM
1273
Catawba Capital Management
Virginia
$584K -$16.9K -400 -3%
TBA
1274
Train Babcock Advisors
New York
$577K – – –
AB
1275
AT Bancorp
Iowa
$571K – – –
49 50
51
52 53