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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 %
PAS
1451
Partnervest Advisory Services
California
$292K -$13K -321 -4%
GIP
1452
Granite Investment Partners
California
$290K – – –
BIM
1453
Barton Investment Management
Pennsylvania
$290K – – –
CA
1454
Cambridge Advisors
Nebraska
$289K -$183K -4,497 -39%
GAAM
1455
Guinness Atkinson Asset Management
California
$287K +$136K +3,350 +90%
FDS
1456
First Dallas Securities
Texas
$285K -$51.2K -1,260 -15%
HL
1457
HeadInvest LLC
Maine
$285K -$1.62K -40 -0.6%
EVM
1458
Evelyn V. Moreno
$284K – – –
SIC
1459
Sigma Investment Counselors
Michigan
$280K – – –
JPTCCM
1460
J.P. Turner & Co Capital Management
Georgia
$279K -$1K -25 -0.4%
AW
1461
Alpha Windward
Massachusetts
$277K -$41 -1 -0%
DDPIC
1462
Deroy & Devereaux Private Investment Counsel
Michigan
$276K – – –
LGC
1463
Laurel Grove Capital
California
$274K -$36.5K -900 -12%
MWM
1464
Modera Wealth Management
New Jersey
$273K +$1.38K +34 +0.5%
LA
1465
LVW Advisors
New York
$271K -$4.75K -117 -2%
CIP
1466
Convergence Investment Partners
Florida
$271K -$3.41K -84 -1%
TIM
1467
Tortoise Investment Management
New York
$269K +$103K +2,540 +62%
MC
1468
Mathes Company
New York
$268K – – –
TSWM
1469
Triangle Securities Wealth Management
North Carolina
$268K +$51K +1,259 +23%
EWM
1470
Empirical Wealth Management
Washington
$267K – – –
DJSG
1471
D.J. St. Germain
Massachusetts
$267K +$16.2K +400 +6%
QAM
1472
QCI Asset Management
New York
$265K -$74.8K -1,849 -22%
SIA
1473
Starfire Investment Advisers
Michigan
$264K +$264K +6,521 New
SIC
1474
Shoker Investment Counsel
Ohio
$264K -$15.4K -382 -6%
RIG
1475
Renaissance Investment Group
Massachusetts
$261K -$40.8K -1,005 -14%
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59
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