KO icon

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 %
LJHT
1351
Laurie J. Hall Trustee
$345K -$140K -3,625 -29%
ZIG
1352
Zuckerman Investment Group
Illinois
$344K – – –
NAM
1353
North American Management
Massachusetts
$343K +$10.5K +270 +3%
BTNA
1354
Bremer Trust National Association
Minnesota
$342K -$7.18K -186 -2%
CHA
1355
Cedar Hill Associates
Illinois
$338K – – –
KFA
1356
Kays Financial Advisory
Georgia
$336K -$25.2K -650 -7%
SAM
1357
Strategy Asset Managers
California
$336K – – –
QAM
1358
QCI Asset Management
New York
$334K -$7.38K -191 -2%
WCM Investment Management
1359
WCM Investment Management
California
$331K +$966 +25 +0.3%
M
1360
MOTCO
Texas
$331K +$63.9K +1,655 +24%
WCF
1361
West Coast Financial
California
$329K +$32.5K +840 +11%
ID
1362
Integral Derivatives
New York
$327K +$327K +8,464 New
AW
1363
Alpha Windward
Massachusetts
$323K -$1.08K -28 -0.3%
MKC
1364
M. Kraus & Co
Vermont
$323K – – –
FC
1365
FIC Capital
New York
$322K – – –
RPA
1366
Rock Point Advisors
Vermont
$317K +$30.9K +800 +11%
MIP
1367
Marietta Investment Partners
Wisconsin
$316K – – –
SSI
1368
Scott & Selber Inc
Texas
$312K -$77.3K -2,000 -20%
PL
1369
Plancorp LLC
Missouri
$312K +$154 +4 +0%
UFG
1370
United Fire Group
Iowa
$309K – – –
CRM
1371
Cramer Rosenthal McGlynn
Connecticut
$309K – – –
YMRC
1372
Yorktown Management & Research Company
Virginia
$309K – – –
MC
1373
MSF Capital
New York
$309K – – –
GAG
1374
GM Advisory Group
New York
$309K +$47.3K +1,212 +18%
LCM
1375
Laurion Capital Management
New York
$309K +$309K +8,001 New
53 54
55
56 57