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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
1376
Marietta Investment Partners
Wisconsin
$349K – – –
RIG
1377
Renaissance Investment Group
Massachusetts
$347K -$37.8K -885 -10%
AW
1378
Alpha Windward
Massachusetts
$347K -$6.82K -160 -2%
NFGCM
1379
Norman Fields Gottscho Capital Management
New York
$346K -$16.6K -390 -5%
EBSAM
1380
Eubel Brady & Suttman Asset Management
Ohio
$345K +$427 +10 +0.1%
NAM
1381
North American Management
Massachusetts
$344K – – –
RPA
1382
Rock Point Advisors
Vermont
$343K – – –
TB
1383
Terril Brothers
Missouri
$343K +$343K +8,250 New
UFG
1384
United Fire Group
Iowa
$341K – – –
CRM
1385
Cramer Rosenthal McGlynn
Connecticut
$341K – – –
MC
1386
MSF Capital
New York
$341K – – –
GAG
1387
GM Advisory Group
New York
$339K +$725 +17 +0.2%
CAW
1388
Cornerstone Advisors (Washington)
Washington
$337K -$1.79K -42 -0.5%
KL
1389
Kinsight LLC
Alabama
$337K +$83K +1,945 +33%
SSI
1390
Scott & Selber Inc
Texas
$336K +$555 +13 +0.2%
TAM
1391
Todd Asset Management
Kentucky
$333K -$2.52M -59,078 -88%
LNC
1392
Lincoln National Corp
Pennsylvania
$333K +$4.3K +101 +1%
PI
1393
Pettee Investors
Connecticut
$331K -$188K -4,400 -36%
LGC
1394
Laurel Grove Capital
California
$331K -$4.27K -100 -1%
LYV
1395
Live Your Vision
Pennsylvania
$330K +$4.29K +100 +1%
PI
1396
PineBridge Investments
New York
$329K -$104K -2,438 -24%
MIC
1397
Meridian Investment Counsel
California
$321K – – –
LIM
1398
Lathrop Investment Management
Arkansas
$317K -$134K -3,150 -30%
PAS
1399
Partnervest Advisory Services
California
$316K -$5.71K -134 -2%
SIC
1400
Shoker Investment Counsel
Ohio
$315K -$255 -6 -0.1%
54 55
56
57 58