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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
1376
Evanson Asset Management
California
$406K +$110K +2,598 +37%
VCAM
1377
Van Cleef Asset Management
Ohio
$403K -$4.23K -100 -1%
KWMG
1378
King Wealth Management Group
Florida
$400K +$164K +3,881 +69%
WA
1379
Wealth Architects
California
$400K +$400K +9,468 New
FCFC
1380
First Commonwealth Financial Corp
Pennsylvania
$398K -$947K -22,423 -70%
SAM
1381
Smithbridge Asset Management
Pennsylvania
$397K -$3.11M -73,571 -89%
CISOA
1382
Capital Investment Services of America
Wisconsin
$395K +$162K +3,834 +70%
BCM
1383
BTC Capital Management
Iowa
$394K -$52.9K -1,260 -12%
FC
1384
FCA Corp
Texas
$391K -$25.3K -600 -6%
SIG
1385
Schaller Investment Group
North Carolina
$390K – – –
OC
1386
Oakworth Capital
Alabama
$389K +$169K +4,000 +77%
PSC
1387
Prentiss Smith & Co
Vermont
$388K -$7.93K -188 -2%
CFS
1388
Commonwealth Financial Services
West Virginia
$388K +$388K +9,189 New
BHTS
1389
Bar Harbor Trust Services
Maine
$386K -$8.44K -200 -2%
SAM
1390
SignalPoint Asset Management
Missouri
$383K +$338 +8 +0.1%
HBWM
1391
Hollow Brook Wealth Management
New York
$382K -$4.18K -99 -1%
EIA
1392
Edgemoor Investment Advisors
Maryland
$381K -$382K -9,044 -50%
TCMG
1393
TSP Capital Management Group
New Jersey
$379K -$383K – –
MWP
1394
MYCIO Wealth Partners
Pennsylvania
$379K +$139K +3,279 +58%
BMC
1395
Benin Management Corp
Connecticut
$378K – – –
EWM
1396
Evermay Wealth Management
Virginia
$377K -$169 -4 -0%
PWMAG
1397
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$376K +8,908 New
LJHT
1398
Laurie J. Hall Trustee
$375K – – –
TWA
1399
TCI Wealth Advisors
Arizona
$375K +$4.35K +103 +1%
TT
1400
Tiedemann Trust
Delaware
$373K – – –
54 55
56
57 58