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Coca-Cola
KO

Overview Fund Activity

1,579 hedge funds and large institutions have $114B invested in Coca-Cola in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 555 increasing their positions, 738 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+9
Holders Change %
+0.57%
% of All Funds
45.41%
Holding in Top 10
121
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.04%
% of All Funds
3.48%
New
78
Increased
555
Reduced
738
Closed
61
Calls
$1.06B
Puts
$1.01B
Net Calls
+$50M
Net Calls Change
+$204M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.83B
2
Norges Bank
Norges Bank
Norway
+$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M
4
State Street
State Street
Massachusetts
+$261M
5
SB
Suntrust Banks
Georgia
+$215M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$270M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$138M
5
TIM
Thornburg Investment Management
New Mexico
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
1451
F.L. Putnam Investment Management
Massachusetts
$238K -$18.2K -429 -7%
RCWMU
1452
Rothschild & Co Wealth Management (UK)
United Kingdom
$238K – – –
FBFS
1453
First Business Financial Services
Wisconsin
$237K -$2.45K -58 -1%
KWMG
1454
King Wealth Management Group
Florida
$235K – – –
TSWM
1455
Triangle Securities Wealth Management
North Carolina
$235K +$235K +5,559 New
BA
1456
Birinyi Associates
Connecticut
$233K -$222K -5,250 -49%
HIM
1457
Hillsdale Investment Management
Ontario, Canada
$233K -$21.2K -500 -8%
CISOA
1458
Capital Investment Services of America
Wisconsin
$233K – – –
UIM
1459
Underhill Investment Management
California
$233K – – –
1GA
1460
1st Global Advisors
Texas
$233K +$848 +20 +0.4%
LC
1461
Loews Corp
New York
$232K +$232K +5,484 New
DWM
1462
Destination Wealth Management
California
$231K +$231K +5,444 New
NEPWA
1463
New England Private Wealth Advisors
Massachusetts
$229K -$423 -10 -0.2%
AEPG
1464
American Economic Planning Group
New Jersey
$224K +$224K +5,296 New
CIP
1465
Cornerstone Investment Partners
Georgia
$223K -$169K -4,000 -43%
AC
1466
Alexandria Capital
Virginia
$223K -$4.15K -98 -2%
MIAN
1467
Mariner Independent Advisor Network
Kansas
$223K +$223K +5,255 New
QGM
1468
Quality Growth Management
California
$222K – – –
OC
1469
Oakworth Capital
Alabama
$221K – – –
IF
1470
IRON Financial
Illinois
$221K +$1.02K +24 +0.5%
HCP
1471
Holt Capital Partners
Texas
$221K +$14.8K +350 +7%
CIC
1472
Cornercap Investment Counsel
Georgia
$221K +$221K +5,207 New
MIM
1473
Miller Investment Management
Pennsylvania
$220K – – –
WCF
1474
West Coast Financial
California
$218K -$142K -3,361 -39%
FNBOH
1475
First National Bank of Hutchinson
Kansas
$218K -$38.1K -900 -15%
57 58
59
60 61