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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVT
1326
Genesee Valley Trust
New York
$453K – – –
SC
1327
Saybrook Capital
North Carolina
$446K -$332K -8,202 -43%
RCM
1328
Rotella Capital Management
Washington
$446K +$446K +10,995 New
TC
1329
Telemus Capital
Michigan
$442K -$80.5K -1,984 -15%
HJGA
1330
Hardman Johnston Global Advisors
Connecticut
$440K – – –
TFA
1331
Transamerica Financial Advisors
Florida
$438K -$354K -8,721 -45%
AWP
1332
Ascent Wealth Partners
New York
$437K +$5.71K +141 +1%
VanEck Associates
1333
VanEck Associates
New York
$437K +$208K +5,121 +90%
OC
1334
Oarsman Capital
Wisconsin
$436K -$4.06K -100 -0.9%
FAM
1335
Formidable Asset Management
Ohio
$436K -$2.44K -60 -0.6%
AWA
1336
Arete Wealth Advisors
Illinois
$435K – – –
HCM
1337
Huber Capital Management
California
$433K – – –
FPCM
1338
Financial Partners Capital Management
New York
$431K – – –
TI
1339
Truepoint Inc
Ohio
$429K -$611K -15,069 -59%
QSS
1340
Quantitative Systematic Strategies
Florida
$428K -$593K -14,640 -58%
PFS
1341
Prospera Financial Services
Texas
$427K -$5.35K -138 -1%
Kayne Anderson Rudnick Investment Management
1342
Kayne Anderson Rudnick Investment Management
California
$427K – – –
TWA
1343
TCI Wealth Advisors
Arizona
$427K +$66.9K +1,650 +19%
CII
1344
Capital International Inc
California
$426K – – –
SAM
1345
Security Asset Management
New York
$423K – – –
CCM
1346
Crossvault Capital Management
Texas
$422K +$4.87K +120 +1%
AF
1347
Allworth Financial
California
$421K – – –
ACM
1348
Argent Capital Management
Missouri
$419K -$26.4K -650 -6%
EWA
1349
Exencial Wealth Advisors
Oklahoma
$418K +$5K +123 +1%
WCM Investment Management
1350
WCM Investment Management
California
$417K -$25.9K -640 -6%
52 53
54
55 56