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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM Investment Management
1301
WCM Investment Management
California
$473K +$1.28K +30 +0.3%
CAM
1302
Cubic Asset Management
Massachusetts
$473K +$8.06K +189 +2%
OC
1303
Oarsman Capital
Wisconsin
$471K -$4.26K -100 -0.9%
VIMU
1304
Veritas Investment Management (UK)
United Kingdom
$471K – – –
CS
1305
Credential Securities
$470K +$35K +828 +8%
RWM
1306
RKL Wealth Management
Pennsylvania
$470K +$9.13K +214 +2%
ACM
1307
Argent Capital Management
Missouri
$468K -$40.7K -954 -8%
HJGA
1308
Hardman Johnston Global Advisors
Connecticut
$463K – – –
BRWM
1309
B. Riley Wealth Management
Tennessee
$454K -$111K -2,597 -20%
FPCM
1310
Financial Partners Capital Management
New York
$453K +$5.11K +120 +1%
BCM
1311
BTC Capital Management
Iowa
$453K +$453K +10,640 New
Envestnet Asset Management
1312
Envestnet Asset Management
Illinois
$451K -$93.9K -2,201 -17%
PG
1313
Portola Group
California
$449K – – –
CII
1314
Capital International Inc
California
$448K – – –
VFA
1315
Virtus Fund Advisers
Connecticut
$443K -$1.43M -33,542 -76%
FAM
1316
Formidable Asset Management
Ohio
$441K +$3.51K +84 +0.8%
HFM
1317
Hartford Financial Management
Connecticut
$440K +$85 +2 +0%
SCM
1318
Sterneck Capital Management
Missouri
$439K -$38.2K -896 -8%
FBA
1319
Front Barnett Associates
Illinois
$438K +$8.1K +190 +2%
MCM
1320
Marathon Capital Management
Maryland
$437K -$12.5K -293 -3%
Westfield Capital Management
1321
Westfield Capital Management
Massachusetts
$436K – – –
EFSCE
1322
Enterprise Financial Services Corp (EFSC)
Missouri
$435K -$12.2K -287 -3%
TFO
1323
Tarbox Family Office
California
$435K +$4.95K +116 +1%
CCM
1324
Crossvault Capital Management
Texas
$433K – – –
AF
1325
Allworth Financial
California
$433K +$11.2K +262 +3%
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