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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 %
PIM
1401
Profit Investment Management
Maryland
$350K – – –
JWM
1402
Jacobus Wealth Management
Wisconsin
$349K – – –
MIHAS
1403
Maj Invest Holding A/S
Denmark
$348K -$50.8K -1,252 -13%
KFA
1404
Kays Financial Advisory
Georgia
$346K -$649 -16 -0.2%
MGIA
1405
Moneta Group Investment Advisors
Missouri
$345K – – –
BFA
1406
Beaumont Financial Advisors
Massachusetts
$343K -$81K -2,000 -19%
KL
1407
Kinsight LLC
Alabama
$343K -$2.52K -62 -0.7%
DWM
1408
Destination Wealth Management
California
$343K +$88.1K +2,172 +35%
SAM
1409
SignalPoint Asset Management
Missouri
$342K -$26.3K -648 -7%
EBSAM
1410
Eubel Brady & Suttman Asset Management
Ohio
$342K -$203 -5 -0.1%
GAM
1411
Garrison Asset Management
Arkansas
$342K +$162 +4 +0%
VIM
1412
Veritas Investment Management
United Kingdom
$341K +$341K +8,408 New
LNC
1413
Lincoln National Corp
Pennsylvania
$337K -$68.3K -1,686 -17%
SCM
1414
Sterneck Capital Management
Missouri
$336K -$138K -3,400 -29%
TB
1415
Terril Brothers
Missouri
$334K – – –
TCMG
1416
TSP Capital Management Group
New Jersey
$332K -$379K – –
NFGCM
1417
Norman Fields Gottscho Capital Management
New York
$329K – – –
CHA
1418
Cedar Hill Associates
Illinois
$326K -$20.3K -500 -6%
PSC
1419
Prentiss Smith & Co
Vermont
$325K -$48.2K -1,187 -13%
UFG
1420
United Fire Group
Iowa
$324K – – –
CRM
1421
Cramer Rosenthal McGlynn
Connecticut
$324K – – –
MC
1422
MSF Capital
New York
$324K – – –
RPA
1423
Rock Point Advisors
Vermont
$323K -$13K -320 -4%
FBFS
1424
First Business Financial Services
Wisconsin
$323K +$26.7K +659 +9%
Rafferty Asset Management
1425
Rafferty Asset Management
New York
$323K +$128K +3,144 +65%
55 56
57
58 59