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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 %
MCM
1326
McRae Capital Management
New Jersey
$375K – – –
LPT
1327
Legacy Private Trust
Wisconsin
$373K -$12.5K -324 -3%
IFS
1328
Ifrah Financial Services
Arkansas
$372K – – –
SAM
1329
SignalPoint Asset Management
Missouri
$370K +$48.4K +1,250 +15%
CCM
1330
Condor Capital Management
New Jersey
$369K +$101K +2,619 +38%
TF
1331
Tompkins Financial
New York
$368K +$24K +620 +7%
CS
1332
Credential Securities
$368K +$368K +9,510 New
DDPIC
1333
Deroy & Devereaux Private Investment Counsel
Michigan
$367K -$90.1K -2,330 -20%
TWA
1334
TCI Wealth Advisors
Arizona
$366K -$42.1K -1,088 -10%
FIG
1335
Fusion Investment Group
Pennsylvania
$364K -$43.2K -1,115 -11%
GGPS
1336
Gary Goldberg Planning Services
New York
$364K +$23K +594 +7%
PSC
1337
Prentiss Smith & Co
Vermont
$363K – – –
CHAM
1338
Clear Harbor Asset Management
Connecticut
$360K -$13.5K -350 -4%
AWP
1339
Ascent Wealth Partners
New York
$358K -$18.9K -490 -5%
CIP
1340
Cornerstone Investment Partners
Georgia
$358K +$55K +1,424 +18%
GCP
1341
GSA Capital Partners
United Kingdom
$358K +$358K +9,254 New
SIG
1342
Schaller Investment Group
North Carolina
$357K – – –
RIG
1343
Renaissance Investment Group
Massachusetts
$356K -$3.86K -100 -1%
CB
1344
Cooke & Bieler
Pennsylvania
$356K – – –
FTI
1345
Fiduciary Trust International
Massachusetts
$355K +$17.2K +446 +5%
CFA
1346
Cahill Financial Advisors
Minnesota
$347K -$273K -7,050 -44%
TCMG
1347
TSP Capital Management Group
New Jersey
$347K -$392K – –
FDS
1348
First Dallas Securities
Texas
$347K – – –
BCM
1349
Brookstone Capital Management
Illinois
$347K +$34.4K +889 +11%
BMC
1350
Benin Management Corp
Connecticut
$346K +$40.2K +1,040 +13%
52 53
54
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