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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
1351
Bar Harbor Trust Services
Maine
$367K – – –
EGA
1352
E&G Advisors
Texas
$365K – – –
HIM
1353
Hillsdale Investment Management
Ontario, Canada
$365K +$144K +3,600 +65%
WA
1354
Wealth Architects
California
$363K +$6.05K +151 +2%
BMC
1355
Benin Management Corp
Connecticut
$362K +$6.51K +162 +2%
SWM
1356
Stockman Wealth Management
Montana
$362K +$48.9K +1,219 +16%
HBWM
1357
Hollow Brook Wealth Management
New York
$361K – – –
EWA
1358
Exencial Wealth Advisors
Oklahoma
$358K -$11.3K -281 -3%
LJHT
1359
Laurie J. Hall Trustee
$357K – – –
SAM
1360
SignalPoint Asset Management
Missouri
$356K +$18.3K +457 +5%
WPW
1361
Waldron Private Wealth
Pennsylvania
$355K +$91.2K +2,278 +35%
ECAM
1362
East Coast Asset Management
Massachusetts
$354K -$21.1K -525 -6%
1GA
1363
1st Global Advisors
Texas
$352K +$37K +923 +12%
VIMU
1364
Veritas Investment Management (UK)
United Kingdom
$346K – – –
EVM
1365
Evelyn V. Moreno
$345K -$8.03K -200 -2%
FC
1366
FCA Corp
Texas
$345K +$14.5K +360 +4%
KF
1367
Krilogy Financial
Missouri
$345K +$345K +8,592 New
MIHAS
1368
Maj Invest Holding A/S
Denmark
$344K – – –
NBC
1369
Neuberger Berman Canada
Ontario, Canada
$344K +$344K +8,571 New
KFA
1370
Kays Financial Advisory
Georgia
$343K +$120 +3 +0%
DSAM
1371
Dock Street Asset Management
Florida
$341K -$1.64K -41 -0.5%
GAM
1372
Garrison Asset Management
Arkansas
$341K +$80 +2 +0%
JWM
1373
Jacobus Wealth Management
Wisconsin
$340K -$5.01K -125 -1%
VCAM
1374
Van Cleef Asset Management
Ohio
$338K -$40.1K -1,000 -11%
CG
1375
Caprock Group
Idaho
$338K -$16.1K -400 -5%
53 54
55
56 57