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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 %
BSB
1251
Bangor Savings Bank
Maine
$588K -$19.5K -480 -3%
CBB
1252
Citizens Business Bank
California
$586K -$164K -4,036 -22%
MMPW
1253
Mitchell McLeod Pugh & Williams
Alabama
$586K +$24.3K +600 +4%
SIA
1254
Stancorp Investment Advisers
Oregon
$585K +$2.68K +66 +0.5%
CNAM
1255
Campbell Newman Asset Management
Wisconsin
$584K – – –
BWP
1256
BSW Wealth Partners
Colorado
$583K -$75.9K -1,872 -12%
RFA
1257
Reilly Financial Advisors
California
$582K -$2.72K -67 -0.5%
TCB
1258
Texas Capital Bancshares
Texas
$579K -$18.5K -456 -3%
FMLI
1259
Fukoku Mutual Life Insurance
Japan
$576K -$154K -3,800 -21%
PAM
1260
Private Asset Management
California
$570K – – –
LBC
1261
Lawrence B. Cohen
$570K +$8.11K +200 +1%
PAWC
1262
P.A.W. Capital
Connecticut
$568K – – –
CHAM
1263
Clear Harbor Asset Management
Connecticut
$563K +$219K +5,400 +64%
VNA
1264
VNBTrust National Association
Virginia
$560K -$28.3K -699 -5%
IFB
1265
iAB Financial Bank
Indiana
$559K +$81.1K +2,000 +17%
CCM
1266
Catawba Capital Management
Virginia
$558K -$2.76K -68 -0.5%
TBA
1267
Train Babcock Advisors
New York
$554K – – –
CPIG
1268
Chicago Partners Investment Group
Illinois
$553K -$152K -3,609 -22%
OIA
1269
Optimum Investment Advisors
Illinois
$552K -$81.1K -2,000 -13%
W
1270
Wealthfront
California
$551K -$494K -12,174 -47%
AB
1271
AT Bancorp
Iowa
$549K – – –
BSWMG
1272
Barrington Strategic Wealth Management Group
Illinois
$549K +$9.34K +230 +2%
AAM
1273
Autus Asset Management
Arizona
$547K – – –
EIM
1274
Emerson Investment Management
Massachusetts
$545K -$202K -4,967 -27%
RP
1275
Reinhart Partners
Wisconsin
$539K +$48.7K +1,200 +10%
49 50
51
52 53