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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 %
HCA
1451
Harbour Capital Advisors
Virginia
$227K – – –
EWM
1452
Edge Wealth Management
New York
$226K -$102K -2,638 -31%
BC
1453
Barnett & Company
Tennessee
$225K +$1.12K +29 +0.5%
SSA
1454
South Street Advisors
New York
$224K -$23.2K -600 -9%
MAM
1455
Mastrapasqua Asset Management
Tennessee
$224K – – –
CCM
1456
Coldstream Capital Management
Washington
$221K -$1.52M -39,314 -87%
QSS
1457
Quantitative Systematic Strategies
Florida
$221K -$163K -4,196 -42%
JAFL
1458
Jay A. Fishman Ltd
Michigan
$220K – – –
SFA
1459
Sequoia Financial Advisors
Ohio
$220K -$77.3K -1,999 -26%
FBFS
1460
First Business Financial Services
Wisconsin
$219K +$219K +5,661 New
SCM
1461
Stellar Capital Management
Arizona
$218K – – –
RCWMU
1462
Rothschild & Co Wealth Management (UK)
United Kingdom
$217K +$217K +5,620 New
KWMG
1463
King Wealth Management Group
Florida
$216K -$462K -11,960 -68%
BBNB
1464
Baker Boyer National Bank
Washington
$215K +$15.5K +400 +8%
W
1465
Wealthfront
California
$215K +$215K +5,600 New
GAM
1466
Gould Asset Management
California
$214K +$214K +5,533 New
SCM
1467
Salem Capital Management
Massachusetts
$213K -$19.3K -500 -8%
CANC
1468
Culbertson A N & Co
Virginia
$213K -$6.18K -160 -3%
CISOA
1469
Capital Investment Services of America
Wisconsin
$213K -$2.32K -60 -1%
DFIM
1470
Detwiler Fenton Investment Management
Massachusetts
$213K – – –
UIM
1471
Underhill Investment Management
California
$213K +$213K +5,500 New
1GA
1472
1st Global Advisors
Texas
$212K +$5.23K +135 +3%
SGC
1473
South Georgia Capital
Illinois
$209K -$81.3K -2,100 -28%
NEPWA
1474
New England Private Wealth Advisors
Massachusetts
$209K -$15.3K -397 -7%
AC
1475
Alexandria Capital
Virginia
$207K -$13.9K -360 -6%
57 58
59
60 61