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Coca-Cola
KO

Overview Fund Activity

1,650 hedge funds and large institutions have $110B invested in Coca-Cola in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 776 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,650
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
44.01%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
2.69%
New
95
Increased
545
Reduced
776
Closed
72
Calls
$1.51B
Puts
$1.14B
Net Calls
+$370M
Net Calls Change
+$544M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$497M
2
SB
Suntrust Banks
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$288M
4
Capital International Investors
Capital International Investors
California
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$700M
2
State Street
State Street
Massachusetts
-$508M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$374M
4
OH
Orbis Holdings
Bermuda
-$231M
5
BFA
BlackRock Fund Advisors
California
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
1376
Commonwealth Financial Services
West Virginia
$381K +$8.2K +202 +2%
BMC
1377
Benin Management Corp
Connecticut
$379K +$16.2K +400 +4%
HHGA
1378
Halbert Hargrove Global Advisors
California
$379K +$185K +4,564 +95%
SIG
1379
Schaller Investment Group
North Carolina
$375K – – –
GGI
1380
Godsey & Gibb Inc
Virginia
$371K -$126K -3,107 -25%
BHTS
1381
Bar Harbor Trust Services
Maine
$371K – – –
EGA
1382
E&G Advisors
Texas
$369K -$173K -4,274 -32%
WA
1383
Wealth Architects
California
$369K -$14.6K -361 -4%
EIA
1384
Edgemoor Investment Advisors
Maryland
$366K – – –
ACS
1385
Archford Capital Strategies
Illinois
$365K +$280K +6,910 +330%
BCM
1386
BTC Capital Management
Iowa
$365K -$15.4K -380 -4%
HBWM
1387
Hollow Brook Wealth Management
New York
$365K -$1.99K -49 -0.5%
FM
1388
Foster & Motley
Ohio
$363K -$30.2K -744 -8%
EGM
1389
Engineers Gate Manager
New York
$363K +$363K +8,961 New
MWAN
1390
Mariner Wealth Advisors (NYC)
Kansas
$363K +$363K +8,962 New
LJHT
1391
Laurie J. Hall Trustee
$361K – – –
PWMAG
1392
Pinnacle Wealth Management Advisory Group
New Jersey
$361K – – –
CR
1393
Cooperatieve Rabobank
Netherlands
$360K +$360K +8,890 New
VIMU
1394
Veritas Investment Management (UK)
United Kingdom
$358K -$89.2K -2,200 -20%
M
1395
MOTCO
Texas
$357K +$485 +12 +0.1%
SDJVC
1396
St. Denis J. Villere & Co
Louisiana
$356K -$37.3K -920 -9%
BRWM
1397
B. Riley Wealth Management
Tennessee
$355K – – –
CG
1398
Caprock Group
Idaho
$354K +$16.4K +405 +5%
SAM
1399
Strategy Asset Managers
California
$353K – – –
MKC
1400
M. Kraus & Co
Vermont
$351K -$4.05K -100 -1%
54 55
56
57 58