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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 %
NAM
1376
North American Management
Massachusetts
$341K -$33.8K -800 -9%
RPA
1377
Rock Point Advisors
Vermont
$340K -$6.77K -160 -2%
UFG
1378
United Fire Group
Iowa
$339K – – –
CRM
1379
Cramer Rosenthal McGlynn
Connecticut
$339K – – –
YMRC
1380
Yorktown Management & Research Company
Virginia
$339K – – –
MC
1381
MSF Capital
New York
$339K – – –
CAW
1382
Cornerstone Advisors (Washington)
Washington
$337K +$18.4K +435 +6%
GAG
1383
GM Advisory Group
New York
$336K +$169 +4 +0.1%
SSI
1384
Scott & Selber Inc
Texas
$333K -$9.2K -217 -3%
LGC
1385
Laurel Grove Capital
California
$332K +$59.2K +1,400 +22%
EVM
1386
Evelyn V. Moreno
$331K -$187K -4,406 -36%
LNC
1387
Lincoln National Corp
Pennsylvania
$327K +$66.3K +1,564 +25%
FC
1388
FCA Corp
Texas
$325K -$8.69K -205 -3%
LYV
1389
Live Your Vision
Pennsylvania
$322K -$7.71K -182 -2%
PAS
1390
Partnervest Advisory Services
California
$320K +$2.46K +58 +0.8%
MIC
1391
Meridian Investment Counsel
California
$319K +$9.99K +236 +3%
SWA
1392
SFMG Wealth Advisors
Texas
$315K +$254 +6 +0.1%
SIC
1393
Shoker Investment Counsel
Ohio
$313K +$313K +7,409 New
WCBA
1394
Weaver C. Barksdale & Associates
Tennessee
$310K – – –
GAM
1395
Gould Asset Management
California
$309K +$74.6K +1,760 +32%
EAM
1396
Evanson Asset Management
California
$308K – – –
FCT
1397
Family Capital Trust
Massachusetts
$307K – – –
GIP
1398
Granite Investment Partners
California
$303K -$9.69K -229 -3%
CANC
1399
Culbertson A N & Co
Virginia
$299K +$65.5K +1,548 +28%
MCMT
1400
Moon Capital Management (Tennessee)
Tennessee
$298K -$38.2K -902 -11%
54 55
56
57 58