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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 %
EWA
1351
Exencial Wealth Advisors
Oklahoma
$437K -$63.6K -1,480 -13%
CAS
1352
Cue Advisory Services
Arizona
$435K +$435K +10,293 New
SFT
1353
Simmons First Trust
Arkansas
$435K +$435K +10,316 New
CCM
1354
Crossvault Capital Management
Texas
$434K +$5.07K +120 +1%
MCM
1355
McRae Capital Management
New Jersey
$433K +$14.5K +343 +3%
TFO
1356
Tarbox Family Office
California
$428K -$2.37K -56 -0.5%
HCM
1357
Hutchinson Capital Management
California
$427K – – –
KAH
1358
Kathryn A. Hall
$427K +$427K +10,112 New
CS
1359
Credential Securities
$423K -$46.9K -1,111 -10%
FBA
1360
Front Barnett Associates
Illinois
$423K -$10.8K -255 -2%
GIA
1361
GHP Investment Advisors
Colorado
$423K +$464 +11 +0.1%
LNC
1362
Lincoln National Corp
Pennsylvania
$422K +$92.2K +2,185 +28%
SCM
1363
Sandler Capital Management
New York
$422K +$169K +4,000 +67%
CW
1364
Cobiz Wealth
Colorado
$421K – – –
BCMIO
1365
Beacon Capital Management Inc (Ohio)
Ohio
$420K -$106K -2,500 -20%
HFM
1366
Hartford Financial Management
Connecticut
$419K -$16.7K -395 -4%
MCM
1367
Marathon Capital Management
Maryland
$418K -$14.1K -334 -3%
ECAM
1368
East Coast Asset Management
Massachusetts
$417K -$5.86K -139 -1%
EFSCE
1369
Enterprise Financial Services Corp (EFSC)
Missouri
$416K -$14.8K -350 -3%
MIHAS
1370
Maj Invest Holding A/S
Denmark
$415K – – –
IA
1371
Icon Advisers
Colorado
$414K -$769K -18,200 -65%
SDJVC
1372
St. Denis J. Villere & Co
Louisiana
$409K -$2.09M -49,667 -84%
FM
1373
Foster & Motley
Ohio
$409K -$76.6K -1,815 -16%
VHAM
1374
Van Hulzen Asset Management
California
$408K +$408K +9,671 New
IFS
1375
Ifrah Financial Services
Arkansas
$406K – – –
53 54
55
56 57