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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIL
1476
Winifred I. Li
$270K +$21.1K +499 +8%
DBT
1477
Dubuque Bank & Trust
Iowa
$268K +$23.7K +562 +10%
FAG
1478
Financial Advisory Group
Texas
$267K +$507 +12 +0.2%
KA
1479
Kovack Advisors
Florida
$267K +$3.58K +85 +1%
Fuller & Thaler Asset Management
1480
Fuller & Thaler Asset Management
California
$266K -$97.1K -2,300 -27%
ZIM
1481
Zacks Investment Management
Illinois
$266K +$11.3K +268 +4%
ACH
1482
ArrowMark Colorado Holdings
Colorado
$265K – – –
DWM
1483
Destination Wealth Management
California
$265K +$20.8K +494 +9%
SS
1484
Sunbelt Securities
Texas
$262K +$262K +6,212 New
DJSG
1485
D.J. St. Germain
Massachusetts
$261K +$5.74K +136 +2%
CFMC
1486
Curbstone Financial Management Corp
New Hampshire
$261K +$18K +425 +7%
GIM
1487
Greystone Investment Management
Ohio
$260K – – –
CA
1488
Capital Advantage
California
$259K +$9.44K +224 +4%
HIC
1489
Holderness Investments Company
North Carolina
$258K +$258K +6,133 New
HCM
1490
Horrell Capital Management
Arkansas
$257K +$79.3K +1,883 +45%
SCM
1491
SOL Capital Management
Maryland
$256K – – –
MCMT
1492
Moon Capital Management (Tennessee)
Tennessee
$255K -$10.1K -240 -4%
BKA
1493
Brick & Kyle Associates
Pennsylvania
$255K +$255K +6,050 New
OCM
1494
One Capital Management
California
$254K +$37.8K +895 +17%
DMK
1495
David M. Knott
$253K – – –
EA
1496
Evanston Advisors
Illinois
$253K -$4.35K -103 -2%
CIC
1497
Chase Investment Counsel
Virginia
$252K – – –
OSNBOA
1498
Old Second National Bank of Aurora
Illinois
$252K – – –
QIM
1499
Quest Investment Management
Oregon
$250K +$676 +16 +0.3%
CANC
1500
Culbertson A N & Co
Virginia
$249K – – –
58 59
60
61 62