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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1351
Renaissance Investment Group
Massachusetts
$383K -$8.49K -200 -2%
HBWM
1352
Hollow Brook Wealth Management
New York
$381K -$237K -5,600 -38%
FDS
1353
First Dallas Securities
Texas
$380K – – –
TCMG
1354
TSP Capital Management Group
New Jersey
$380K +$380K +8,980 New
BMC
1355
Benin Management Corp
Connecticut
$379K – – –
LJHT
1356
Laurie J. Hall Trustee
$378K – – –
FTI
1357
Fiduciary Trust International
Massachusetts
$370K -$18.9K -446 -5%
CHA
1358
Cedar Hill Associates
Illinois
$370K – – –
CFA
1359
Cahill Financial Advisors
Minnesota
$369K -$10.2K -241 -3%
EWM
1360
Evermay Wealth Management
Virginia
$369K +$94.9K +2,240 +35%
Carson Wealth (CWM LLC)
1361
Carson Wealth (CWM LLC)
Nebraska
$369K +$369K +8,718 New
KFA
1362
Kays Financial Advisory
Georgia
$368K +$169 +4 +0%
SAM
1363
Strategy Asset Managers
California
$368K +$593 +14 +0.2%
QAM
1364
QCI Asset Management
New York
$366K – – –
CCM
1365
Condor Capital Management
New Jersey
$364K -$40.4K -954 -10%
BTNA
1366
Bremer Trust National Association
Minnesota
$362K -$13.5K -319 -4%
NFGCM
1367
Norman Fields Gottscho Capital Management
New York
$360K +$360K +8,510 New
MKC
1368
M. Kraus & Co
Vermont
$354K – – –
FC
1369
FIC Capital
New York
$353K – – –
AW
1370
Alpha Windward
Massachusetts
$352K -$2.46K -58 -0.7%
WMSA
1371
Weiss Multi-Strategy Advisers
New York
$352K +$352K +8,320 New
BIM
1372
Barton Investment Management
Pennsylvania
$351K -$212K -5,000 -38%
IIA
1373
IPG Investment Advisors
California
$351K -$135K -3,180 -28%
MIP
1374
Marietta Investment Partners
Wisconsin
$347K – – –
EBSAM
1375
Eubel Brady & Suttman Asset Management
Ohio
$343K +$4.88K +115 +1%
53 54
55
56 57