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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 %
VFP
1401
Verus Financial Partners
Virginia
$264K +$17.3K +448 +7%
PHIMC
1402
Private Harbour Investment Management & Counsel
Ohio
$263K +$11.6K +300 +5%
QAM
1403
Quantres Asset Management
Cayman Islands
$263K +$263K +6,800 New
LCM
1404
Landscape Capital Management
New Jersey
$259K +$259K +6,700 New
GAM
1405
Garrison Asset Management
Arkansas
$258K +$69.8K +1,802 +37%
QC
1406
QCM Cayman
Texas
$257K +$257K +6,638 New
PBT
1407
Pictet Bank & Trust
Bahamas
$255K -$155K -4,000 -38%
WKA
1408
Wilson Kemp & Associates
Michigan
$255K -$46.4K -1,200 -15%
DCM
1409
Dynamic Capital Management
Jersey
$255K +$255K +6,600 New
BWP
1410
Baldwin Wealth Partners
Massachusetts
$254K -$58.3K -1,510 -19%
EWM
1411
Empirical Wealth Management
Washington
$254K – – –
CIM
1412
Confluence Investment Management
Missouri
$253K -$141K -3,654 -36%
JG
1413
Jefferies Group
New York
$253K -$119K -3,083 -32%
WIL
1414
Winifred I. Li
$250K -$86.9K -2,250 -26%
CCB
1415
Cutter & Co Brokerage
Missouri
$250K +$35.5K +920 +17%
EWM
1416
Evermay Wealth Management
Virginia
$250K +$250K +6,474 New
HR
1417
Howe & Rusling
New York
$249K -$1.53M -39,415 -86%
SCM
1418
SOL Capital Management
Maryland
$249K – – –
LGC
1419
Laurel Grove Capital
California
$249K – – –
EP
1420
Edgestream Partners
New Jersey
$249K +$249K +6,429 New
SJIC
1421
St. James Investment Company
Texas
$248K +$248K +6,405 New
SCA
1422
Stillwater Capital Advisors
Pennsylvania
$247K -$74K -1,914 -23%
CCS
1423
Crosspoint Capital Strategies
California
$247K – – –
NFC
1424
Northeast Financial Consultants
Connecticut
$247K – – –
OSNBOA
1425
Old Second National Bank of Aurora
Illinois
$245K -$38.6K -1,000 -14%
55 56
57
58 59