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Coca-Cola
KO

Overview Fund Activity

1,570 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 596 increasing their positions, 698 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-19
Holders Change %
-1.2%
% of All Funds
45.38%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.12%
New
68
Increased
596
Reduced
698
Closed
72
Calls
$818M
Puts
$972M
Net Calls
-$154M
Net Calls Change
+$335M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1301
NWAM LLC
Washington
$423K +$423K +10,943 New
CAM
1302
Cubic Asset Management
Massachusetts
$421K – – –
HJGA
1303
Hardman Johnston Global Advisors
Connecticut
$420K – – –
BA
1304
Birinyi Associates
Connecticut
$416K +$19.3K +500 +5%
AF
1305
Allworth Financial
California
$415K -$322K -8,324 -44%
BHB
1306
Bank Hapoalim BM
Israel
$412K -$179K -4,529 -30%
CCM
1307
Crossvault Capital Management
Texas
$408K +$4.64K +120 +1%
CII
1308
Capital International Inc
California
$406K – – –
FPCM
1309
Financial Partners Capital Management
New York
$406K – – –
SSWM
1310
Smith Salley Wealth Management
North Carolina
$406K +$125K +3,237 +45%
FBA
1311
Front Barnett Associates
Illinois
$400K – – –
HWA
1312
Heritage Wealth Advisors
Virginia
$400K – – –
SBWIC
1313
Schaper Benz & Wise Investment Counsel
Wisconsin
$399K – – –
HFM
1314
Hartford Financial Management
Connecticut
$398K +$162K +4,200 +69%
Westfield Capital Management
1315
Westfield Capital Management
Massachusetts
$395K – – –
BHTS
1316
Bar Harbor Trust Services
Maine
$391K -$20.3K -525 -5%
HCM
1317
Hutchinson Capital Management
California
$391K – – –
CM
1318
Castleark Management
Illinois
$387K -$270K -7,000 -41%
CW
1319
Cobiz Wealth
Colorado
$387K +$1.59K +41 +0.4%
TFO
1320
Tarbox Family Office
California
$381K -$51.3K -1,341 -12%
LBC
1321
Lawrence B. Cohen
$381K – – –
JWM
1322
Jacobus Wealth Management
Wisconsin
$379K -$41.5K -1,074 -10%
SWK
1323
Stephen W. Kidder
$377K – – –
GIA
1324
GHP Investment Advisors
Colorado
$376K – – –
VCAM
1325
Van Cleef Asset Management
Ohio
$375K -$137K -3,550 -27%
51 52
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