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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 %
PBT
1276
Pictet Bank & Trust
Bahamas
$525K +$246K +5,800 +88%
IAM
1277
Impax Asset Management
New Hampshire
$525K +$525K +12,387 New
SGC
1278
South Georgia Capital
Illinois
$521K +$292K +6,912 +128%
LCM
1279
Logan Capital Management
Pennsylvania
$519K +$15.2K +360 +3%
PI
1280
Pettee Investors
Connecticut
$515K – – –
EWA
1281
Exencial Wealth Advisors
Oklahoma
$514K +$923 +22 +0.2%
PTCG
1282
Pring Turner Capital Group
California
$505K – – –
ACM
1283
Argent Capital Management
Missouri
$505K – – –
NFG
1284
Nadler Financial Group
Illinois
$503K -$23.1K -545 -4%
IFB
1285
iAB Financial Bank
Indiana
$499K – – –
FM
1286
Foster & Motley
Ohio
$497K -$144K -3,392 -22%
GI
1287
Glovista Investments
New Jersey
$494K – – –
SIM
1288
SSI Investment Management
California
$493K -$11.4K -268 -2%
ACP
1289
Aviance Capital Partners
Florida
$492K -$20.8K -492 -4%
WIM
1290
Waverton Investment Management
United Kingdom
$492K – – –
HPBT
1291
High Point Bank & Trust
North Carolina
$486K – – –
AIM
1292
Aspen Investment Management
Michigan
$486K – – –
CPA
1293
Cowen Prime Advisors
New York
$475K -$466 -11 -0.1%
SCM
1294
Sterneck Capital Management
Missouri
$474K -$59.5K -1,405 -11%
GVT
1295
Genesee Valley Trust
New York
$474K +$474K +11,184 New
OC
1296
Oarsman Capital
Wisconsin
$472K – – –
WCM Investment Management
1297
WCM Investment Management
California
$468K +$105K +2,490 +29%
CAM
1298
Cubic Asset Management
Massachusetts
$462K – – –
HJGA
1299
Hardman Johnston Global Advisors
Connecticut
$460K – – –
RWM
1300
RKL Wealth Management
Pennsylvania
$458K -$44.3K -1,045 -9%
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