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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 %
DSAM
1276
Dock Street Asset Management
Florida
$571K – – –
AAM
1277
Autus Asset Management
Arizona
$570K -$184K -4,356 -24%
Royal London Asset Management
1278
Royal London Asset Management
United Kingdom
$566K +$128K +298,737 +29%
EGA
1279
E&G Advisors
Texas
$565K -$88.7K -2,100 -14%
MBT
1280
Monroe Bank & Trust
Michigan
$562K +$71.9K +1,700 +15%
BSWMG
1281
Barrington Strategic Wealth Management Group
Illinois
$561K -$31.7K -752 -5%
EWM
1282
Endurance Wealth Management
Rhode Island
$559K -$44.5K -1,055 -7%
NI
1283
NFC Investments
Tennessee
$558K – – –
GCM
1284
Grisanti Capital Management
New York
$554K – – –
SAMC
1285
Shinko Asset Management Company
Japan
$553K -$76.1K -1,800 -12%
AP
1286
Atwood & Palmer
Missouri
$548K -$48.3K -1,144 -8%
TC
1287
Telemus Capital
Michigan
$544K – – –
PHAM
1288
Palisades Hudson Asset Management
Florida
$543K – – –
GAM
1289
Gould Asset Management
California
$543K +$117K +2,775 +27%
EVC
1290
Eidelman Virant Capital
Missouri
$540K -$61.2K -1,450 -10%
DLHL
1291
Donald L. Hagan LLC
Florida
$538K +$538K +12,734 New
WPC
1292
White Pine Capital
Minnesota
$537K – – –
AT
1293
Acadia Trust
Maine
$537K – – –
HI
1294
Hudock Inc
Pennsylvania
$535K -$92.5K -2,190 -15%
JMFC
1295
J.M. Forbes & Co
Massachusetts
$531K -$118K -2,785 -18%
LIA
1296
LBMC Investment Advisors
Tennessee
$531K +$85 +2 +0%
HWA
1297
Heritage Wealth Advisors
Virginia
$531K +$2.15K +51 +0.4%
ANBT
1298
American National Bank & Trust
Texas
$529K +$4.39K +104 +0.8%
NME
1299
Notis-McConarty Edward
$528K – – –
RCM
1300
Reynolds Capital Management
Nevada
$528K +$249K +5,900 +89%
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