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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 %
Envestnet Asset Management
1326
Envestnet Asset Management
Illinois
$483K +$36.1K +855 +8%
MAM
1327
Meeder Asset Management
Ohio
$479K -$2.62K -62 -0.5%
CPA
1328
Cowen Prime Advisors
New York
$473K +$2.15K +51 +0.5%
GVT
1329
Genesee Valley Trust
New York
$472K – – –
PFS
1330
Prospera Financial Services
Texas
$471K +$43.2K +1,024 +10%
IIA
1331
IPG Investment Advisors
California
$470K +$470K +11,128 New
VIMU
1332
Veritas Investment Management (UK)
United Kingdom
$466K – – –
ACM
1333
Argent Capital Management
Missouri
$464K +$1.06K +25 +0.2%
WCM Investment Management
1334
WCM Investment Management
California
$461K -$6.75K -160 -1%
OC
1335
Oarsman Capital
Wisconsin
$458K -$8.45K -200 -2%
HJGA
1336
Hardman Johnston Global Advisors
Connecticut
$458K – – –
FAM
1337
Formidable Asset Management
Ohio
$455K +$10.1K +240 +2%
AWA
1338
Arete Wealth Advisors
Illinois
$453K +$453K +10,721 New
HCM
1339
Huber Capital Management
California
$452K -$8.22M -194,600 -95%
FTI
1340
Fiduciary Trust International
Massachusetts
$450K +$76.7K +1,817 +21%
FPCM
1341
Financial Partners Capital Management
New York
$449K – – –
AWP
1342
Ascent Wealth Partners
New York
$449K +$47K +1,115 +12%
PG
1343
Portola Group
California
$445K – – –
Kayne Anderson Rudnick Investment Management
1344
Kayne Anderson Rudnick Investment Management
California
$444K -$11.5M -271,399 -96%
CII
1345
Capital International Inc
California
$443K – – –
BFA
1346
Beaumont Financial Advisors
Massachusetts
$442K -$84.5K -2,000 -16%
PTC
1347
Philadelphia Trust Company
Pennsylvania
$440K -$38K -900 -8%
SAM
1348
Security Asset Management
New York
$440K +$440K +10,432 New
VFA
1349
Virtus Fund Advisers
Connecticut
$439K – – –
AF
1350
Allworth Financial
California
$438K +$9.71K +230 +2%
52 53
54
55 56