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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 %
GI
1301
Glovista Investments
New Jersey
$526K +$21.1K +500 +4%
PBT
1302
Pictet Bank & Trust
Bahamas
$524K – – –
OIM
1303
Orca Investment Management
Oregon
$519K -$41.2K -976 -7%
GGI
1304
Godsey & Gibb Inc
Virginia
$517K -$11.1M -262,532 -96%
RP
1305
Reinhart Partners
Wisconsin
$510K +$118K +2,800 +30%
AIM
1306
Aspen Investment Management
Michigan
$508K – – –
BTNA
1307
Bremer Trust National Association
Minnesota
$504K +$76.4K +1,810 +18%
PTCG
1308
Pring Turner Capital Group
California
$503K – – –
HPBT
1309
High Point Bank & Trust
North Carolina
$501K -$8.44K -200 -2%
LCM
1310
Logan Capital Management
Pennsylvania
$497K -$38.3K -906 -7%
IFB
1311
iAB Financial Bank
Indiana
$497K – – –
ACP
1312
Aviance Capital Partners
Florida
$495K +$4.22K +100 +0.9%
GGPS
1313
Gary Goldberg Planning Services
New York
$494K -$43K -1,018 -8%
SCM
1314
Sterneck Capital Management
Missouri
$494K +$59.1K +1,399 +14%
HAIM
1315
Hunter Associates Investment Management
Pennsylvania
$491K -$108K -2,560 -18%
CA
1316
Cambridge Advisors
Nebraska
$491K +$491K +11,618 New
CRIG
1317
Charter Research & Investment Group
Connecticut
$491K +$491K +11,632 New
FMT
1318
First Mercantile Trust
Tennessee
$490K -$64K -1,515 -12%
NFG
1319
Nadler Financial Group
Illinois
$490K +$1.1K +26 +0.2%
JT
1320
Jump Trading
Illinois
$490K +$490K +11,599 New
MFW
1321
Meristem Family Wealth
Minnesota
$489K -$92.8K -2,200 -16%
CAW
1322
Cornerstone Advisors (Washington)
Washington
$489K +$155K +3,680 +47%
CAM
1323
Cubic Asset Management
Massachusetts
$488K +$19.5K +461 +4%
SIM
1324
SSI Investment Management
California
$486K -$6.36K -150 -1%
RWM
1325
RKL Wealth Management
Pennsylvania
$485K +$20K +475 +4%
51 52
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