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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 %
EBSAM
1376
Eubel Brady & Suttman Asset Management
Ohio
$308K +$4.44K +115 +1%
MCMT
1377
Moon Capital Management (Tennessee)
Tennessee
$307K +$29K +750 +10%
FC
1378
FCA Corp
Texas
$304K -$61.8K -1,600 -17%
PFS
1379
Prospera Financial Services
Texas
$304K +$304K +8,852 New
EIA
1380
Edgemoor Investment Advisors
Maryland
$302K – – –
LYV
1381
Live Your Vision
Pennsylvania
$301K -$6.5K -168 -2%
SSG
1382
Summit Securities Group
New York
$294K -$2.95M -76,200 -91%
PAS
1383
Partnervest Advisory Services
California
$290K – – –
CAW
1384
Cornerstone Advisors (Washington)
Washington
$290K +$19.8K +513 +7%
SWA
1385
SFMG Wealth Advisors
Texas
$287K – – –
SIC
1386
Sigma Investment Counselors
Michigan
$286K -$91K -2,356 -24%
GIP
1387
Granite Investment Partners
California
$286K -$3.87K -100 -1%
MWP
1388
MYCIO Wealth Partners
Pennsylvania
$283K -$144K -3,728 -34%
WCBA
1389
Weaver C. Barksdale & Associates
Tennessee
$283K – – –
HL
1390
HeadInvest LLC
Maine
$282K -$186K -4,800 -40%
MIC
1391
Meridian Investment Counsel
California
$282K -$4.79K -124 -2%
EAM
1392
Evanson Asset Management
California
$281K – – –
AWA
1393
ARS Wealth Advisors
Florida
$280K -$236K -6,109 -46%
FCT
1394
Family Capital Trust
Massachusetts
$280K – – –
TFA
1395
Transamerica Financial Advisors
Florida
$278K +$250K +6,454 +878%
FIM
1396
Freedom Investment Management
Connecticut
$271K -$20.4K -526 -7%
RP
1397
Reinhart Partners
Wisconsin
$271K -$15.5K -400 -5%
MWM
1398
Modera Wealth Management
New Jersey
$268K -$27.3K -707 -9%
NES
1399
New England Securities
New York
$266K -$31.1K -804 -10%
CCM
1400
Carlson Capital Management
Minnesota
$266K -$2.74K -71 -1%
54 55
56
57 58