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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
1301
Domani Wealth
Pennsylvania
$429K -$5.62K -140 -1%
AWP
1302
Ascent Wealth Partners
New York
$429K -$1.53K -38 -0.4%
HCM
1303
Huber Capital Management
California
$429K – – –
BDF
1304
Balasa Dinverno & Foltz
$426K -$53.5K -1,332 -11%
BTNA
1305
Bremer Trust National Association
Minnesota
$423K -$116K -2,898 -22%
Kayne Anderson Rudnick Investment Management
1306
Kayne Anderson Rudnick Investment Management
California
$422K -$8.02K -200 -2%
RCM
1307
Reynolds Capital Management
Nevada
$421K +$208K +5,200 +98%
Capstone Investment Advisors
1308
Capstone Investment Advisors
New York
$417K +$417K +10,400 New
EFSCE
1309
Enterprise Financial Services Corp (EFSC)
Missouri
$414K +$30.3K +756 +8%
SSI
1310
Scott & Selber Inc
Texas
$412K +$123K +3,050 +42%
RMCM
1311
Reynders McVeigh Capital Management
Massachusetts
$411K -$44.1K -1,100 -10%
Westfield Capital Management
1312
Westfield Capital Management
Massachusetts
$410K – – –
MMG
1313
Monetary Management Group
Missouri
$410K +$40.1K +1,000 +11%
SAM
1314
Security Asset Management
New York
$409K – – –
GIA
1315
GHP Investment Advisors
Colorado
$409K – – –
PFS
1316
Prospera Financial Services
Texas
$408K +$14.2K +371 +4%
TFO
1317
Tarbox Family Office
California
$407K +$1.57K +39 +0.4%
FM
1318
Forward Management
California
$405K -$369K -9,200 -48%
CM
1319
Castleark Management
Illinois
$402K -$40.1M -998,780 -99%
BAM
1320
Baring Asset Management
United Kingdom
$402K +$402K +10,030 New
SCA
1321
Sippican Capital Advisors
Massachusetts
$401K -$461K -11,475 -53%
UMA
1322
USA Mutuals Advisors
Texas
$401K – – –
OC
1323
Oarsman Capital
Wisconsin
$400K -$4.01K -100 -1%
FPCM
1324
Financial Partners Capital Management
New York
$399K +$44.9K +1,120 +13%
NAM
1325
North American Management
Massachusetts
$399K +$91.8K +2,290 +30%
51 52
53
54 55