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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 %
M
1401
MOTCO
Texas
$372K -$284K -6,724 -43%
MKC
1402
M. Kraus & Co
Vermont
$370K – – –
BRWM
1403
B. Riley Wealth Management
Tennessee
$369K -$79.6K -1,891 -18%
SAM
1404
Strategy Asset Managers
California
$368K – – –
PIM
1405
Profit Investment Management
Maryland
$364K -$3.32M -78,814 -90%
JWM
1406
Jacobus Wealth Management
Wisconsin
$363K – – –
KFA
1407
Kays Financial Advisory
Georgia
$361K -$5.87K -139 -2%
CHA
1408
Cedar Hill Associates
Illinois
$361K – – –
GAM
1409
Garrison Asset Management
Arkansas
$360K – – –
ZIG
1410
Zuckerman Investment Group
Illinois
$359K -$15.1M -358,525 -98%
KL
1411
Kinsight LLC
Alabama
$359K +$26.1K +619 +8%
MGIA
1412
Moneta Group Investment Advisors
Missouri
$359K +$359K +8,510 New
CHAM
1413
Clear Harbor Asset Management
Connecticut
$358K -$34.9K -826 -9%
GWCM
1414
Godshalk Welsh Capital Management
Pennsylvania
$357K +$357K +8,450 New
EBSAM
1415
Eubel Brady & Suttman Asset Management
Ohio
$356K +$14.5K +344 +4%
BWA
1416
Burt Wealth Advisors
Maryland
$356K +$356K +8,432 New
QAM
1417
QCI Asset Management
New York
$354K -$8.43K -200 -2%
FC
1418
FIC Capital
New York
$352K – – –
SWA
1419
SFMG Wealth Advisors
Texas
$352K +$506 +12 +0.1%
CG
1420
Caprock Group
Idaho
$351K +$351K +8,318 New
RPA
1421
Rock Point Advisors
Vermont
$350K +$10.6K +250 +3%
FDS
1422
First Dallas Securities
Texas
$349K -$10.5K -250 -3%
TB
1423
Terril Brothers
Missouri
$348K – – –
MIP
1424
Marietta Investment Partners
Wisconsin
$345K – – –
NFGCM
1425
Norman Fields Gottscho Capital Management
New York
$343K – – –
55 56
57
58 59