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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 %
EWM
1276
Endurance Wealth Management
Rhode Island
$537K – – –
EA
1277
Emerald Advisers
Pennsylvania
$535K -$109K -2,682 -17%
BWFM
1278
Bridgewater Wealth & Financial Management
Maryland
$535K -$66.8K -1,647 -11%
SIM
1279
SSI Investment Management
California
$534K +$69.4K +1,711 +15%
BA
1280
BKS Advisors
Michigan
$533K +$533K +13,137 New
GCM
1281
Grisanti Capital Management
New York
$532K – – –
GAM
1282
Gould Asset Management
California
$529K +$7.5K +185 +1%
Koshinski Asset Management
1283
Koshinski Asset Management
Illinois
$524K -$431K -10,638 -45%
TF
1284
Tompkins Financial
New York
$521K -$103K -2,535 -16%
PHAM
1285
Palisades Hudson Asset Management
Florida
$521K – – –
ANBT
1286
American National Bank & Trust
Texas
$520K +$12.2K +300 +2%
EVC
1287
Eidelman Virant Capital
Missouri
$519K – – –
ANB
1288
Amarillo National Bank
Texas
$514K -$210K -5,173 -29%
AT
1289
Acadia Trust
Maine
$511K -$5.43K -134 -1%
LIA
1290
LBMC Investment Advisors
Tennessee
$510K – – –
HWA
1291
Heritage Wealth Advisors
Virginia
$509K – – –
JMFC
1292
J.M. Forbes & Co
Massachusetts
$505K -$2.8K -69 -0.6%
GI
1293
Glovista Investments
New Jersey
$505K – – –
OIM
1294
Orca Investment Management
Oregon
$499K – – –
AIM
1295
Aspen Investment Management
Michigan
$499K +$11.4K +280 +2%
FTI
1296
Fiduciary Trust International
Massachusetts
$499K +$66.7K +1,645 +15%
SAMC
1297
Shinko Asset Management Company
Japan
$497K -$34K -837 -6%
DSAM
1298
Dock Street Asset Management
Florida
$496K -$52.9K -1,304 -10%
WPC
1299
White Pine Capital
Minnesota
$496K -$20.3K -500 -4%
LCM
1300
Logan Capital Management
Pennsylvania
$496K +$18.7K +460 +4%
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