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Coca-Cola
KO

Overview Fund Activity

1,642 hedge funds and large institutions have $106B invested in Coca-Cola in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 601 increasing their positions, 752 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
-8
Holders Change %
-0.48%
% of All Funds
44.28%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.72%
New
81
Increased
601
Reduced
752
Closed
73
Calls
$1.22B
Puts
$1.03B
Net Calls
+$191M
Net Calls Change
-$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$482M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
+$293M
3
Invesco
Invesco
Georgia
+$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$168M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$687M
2
Deutsche Bank
Deutsche Bank
Germany
-$406M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$393M
4
YAM
Yacktman Asset Management
Texas
-$331M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1451
D.J. St. Germain
Massachusetts
$277K +$18.5K +470 +7%
SS
1452
Sunbelt Securities
Texas
$277K +$52.2K +1,328 +23%
KA
1453
Kovack Advisors
Florida
$276K +$276K +7,030 New
FDS
1454
First Dallas Securities
Texas
$275K – – –
HL
1455
HeadInvest LLC
Maine
$275K +$157 +4 +0.1%
AW
1456
Alpha Windward
Massachusetts
$269K +$1.18K +30 +0.4%
LSA
1457
L & S Advisors
California
$269K +$269K +6,850 New
DDPIC
1458
Deroy & Devereaux Private Investment Counsel
Michigan
$267K – – –
MWM
1459
Modera Wealth Management
New Jersey
$266K +$2.12K +54 +0.8%
TAM
1460
Trillium Asset Management
Massachusetts
$266K +$266K +6,768 New
ECM
1461
ETrade Capital Management
Virginia
$264K +$40.1K +1,022 +18%
ACI
1462
Alpha Cubed Investments
California
$261K +$261K +6,656 New
TSWM
1463
Triangle Securities Wealth Management
North Carolina
$260K – – –
TIM
1464
Tortoise Investment Management
New York
$259K -$1.57K -40 -0.6%
WPW
1465
Waldron Private Wealth
Pennsylvania
$258K +$44.6K +1,139 +21%
LGC
1466
Laurel Grove Capital
California
$257K -$7.85K -200 -3%
SIA
1467
Starfire Investment Advisers
Michigan
$256K +$510 +13 +0.2%
CIP
1468
Convergence Investment Partners
Florida
$255K -$6.34K -162 -2%
CC
1469
Cornerstone Capital
California
$255K +$255K +6,500 New
CCM
1470
Carlson Capital Management
Minnesota
$253K – – –
BC
1471
Barnett & Company
Tennessee
$252K +$197 +5 +0.1%
BCMIO
1472
Beacon Capital Management Inc (Ohio)
Ohio
$251K -$143K -3,655 -36%
RCM
1473
Rotella Capital Management
Washington
$250K -$180K -4,608 -42%
WCF
1474
West Coast Financial
California
$249K +$353 +9 +0.1%
QAM
1475
QCI Asset Management
New York
$247K -$9.68K -247 -4%
57 58
59
60 61