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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 %
FIM
1426
Freedom Investment Management
Connecticut
$322K -$1.87K -46 -0.6%
SFA
1427
Sequoia Financial Advisors
Ohio
$318K +$120K +2,964 +61%
AIM
1428
Avity Investment Management
Connecticut
$317K -$12.2K -300 -4%
SWM
1429
Stockman Wealth Management
Montana
$317K +$6.09K +150 +2%
GC
1430
Garde Capital
Washington
$316K – – –
PI
1431
Pettee Investors
Connecticut
$314K – – –
MIM
1432
Miller Investment Management
Pennsylvania
$313K +$97.4K +2,400 +45%
FC
1433
FIC Capital
New York
$312K -$25.4K -628 -8%
SGC
1434
South Georgia Capital
Illinois
$312K -$16.2K -400 -5%
LYV
1435
Live Your Vision
Pennsylvania
$312K – – –
VFP
1436
Verus Financial Partners
Virginia
$309K +$33.3K +820 +12%
REMPR
1437
Roof Eidam Maycock Peralta (REMP)
California
$308K – – –
WP
1438
WealthPLAN Partners
Nebraska
$307K +$307K +7,577 New
RDM
1439
Retirement Design & Management
Connecticut
$306K -$18.5K -460 -6%
MIC
1440
Meridian Investment Counsel
California
$306K – – –
MCM
1441
McRae Capital Management
New Jersey
$304K -$112K -2,750 -27%
FCFC
1442
First Commonwealth Financial Corp
Pennsylvania
$304K -$77.5K -1,913 -20%
MIP
1443
Marietta Investment Partners
Wisconsin
$301K -$30.4K -750 -9%
WOC
1444
West Oak Capital
California
$298K +$32K +790 +12%
AIM
1445
Advantage Investment Management
Iowa
$297K -$284 -7 -0.1%
CIC
1446
Cornercap Investment Counsel
Georgia
$294K -$11.7K -288 -4%
UIM
1447
Underhill Investment Management
California
$294K – – –
FCT
1448
Family Capital Trust
Massachusetts
$294K – – –
TC
1449
Trust Company
Kansas
$294K +$294K +7,254 New
SSI
1450
Scott & Selber Inc
Texas
$292K -$32.5K -800 -10%
56 57
58
59 60