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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 %
PTC
1351
Philadelphia Trust Company
Pennsylvania
$411K -$12.2K -300 -3%
TFO
1352
Tarbox Family Office
California
$410K -$1.01K -25 -0.2%
HCM
1353
Hutchinson Capital Management
California
$410K – – –
KAH
1354
Kathryn A. Hall
$410K – – –
Simplex Trading
1355
Simplex Trading
Illinois
$408K -$2.67M -65,949 -87%
BCMIO
1356
Beacon Capital Management Inc (Ohio)
Ohio
$408K +$4.06K +100 +1%
EFSCE
1357
Enterprise Financial Services Corp (EFSC)
Missouri
$408K +$9.07K +224 +2%
UMA
1358
USA Mutuals Advisors
Texas
$406K +$406K +10,000 New
SFT
1359
Simmons First Trust
Arkansas
$405K -$13.7K -338 -3%
CAS
1360
Cue Advisory Services
Arizona
$399K -$19.3K -475 -5%
HFM
1361
Hartford Financial Management
Connecticut
$398K -$4.05K -100 -1%
IA
1362
Icon Advisers
Colorado
$397K – – –
OC
1363
Oakworth Capital
Alabama
$397K +$23.1K +570 +6%
CW
1364
Cobiz Wealth
Colorado
$396K -$8.1K -200 -2%
IIA
1365
IPG Investment Advisors
California
$395K -$56K -1,380 -12%
CAM
1366
Concorde Asset Management
Michigan
$393K +$393K +9,680 New
BL
1367
Balentine LLC
Georgia
$393K +$393K +9,698 New
EAM
1368
Evanson Asset Management
California
$390K – – –
IFS
1369
Ifrah Financial Services
Arkansas
$390K – – –
TT
1370
Tiedemann Trust
Delaware
$389K +$30.9K +763 +9%
RWM
1371
RKL Wealth Management
Pennsylvania
$387K -$78.7K -1,943 -17%
ECAM
1372
East Coast Asset Management
Massachusetts
$387K -$14.2K -350 -4%
VCAM
1373
Van Cleef Asset Management
Ohio
$387K – – –
MWP
1374
MYCIO Wealth Partners
Pennsylvania
$387K +$23.5K +580 +6%
SAM
1375
Smithbridge Asset Management
Pennsylvania
$381K – – –
53 54
55
56 57