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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 %
CCM
1476
Carlson Capital Management
Minnesota
$261K -$12.2K -300 -4%
BC
1477
Barnett & Company
Tennessee
$260K – – –
CFMC
1478
Curbstone Financial Management Corp
New Hampshire
$259K +$8.13K +200 +3%
WCF
1479
West Coast Financial
California
$257K +$257K +6,344 New
FAG
1480
Financial Advisory Group
Texas
$255K -$1.22K -30 -0.5%
ACH
1481
ArrowMark Colorado Holdings
Colorado
$255K – – –
DBT
1482
Dubuque Bank & Trust
Iowa
$253K -$4.66K -115 -2%
ACM
1483
Alta Capital Management
Utah
$251K +$15.1K +373 +6%
GIM
1484
Greystone Investment Management
Ohio
$250K – – –
HIC
1485
Holderness Investments Company
North Carolina
$249K – – –
CYG
1486
Clean Yield Group
Vermont
$249K +$249K +6,142 New
AF
1487
Affiance Financial
Minnesota
$244K -$376K -9,250 -61%
ZIM
1488
Zacks Investment Management
Illinois
$244K -$12K -295 -5%
DMK
1489
David M. Knott
$243K – – –
EA
1490
Evanston Advisors
Illinois
$243K – – –
BWA
1491
Burt Wealth Advisors
Maryland
$239K -$103K -2,547 -30%
HCM
1492
Horrell Capital Management
Arkansas
$239K -$8.31K -205 -3%
USGIU
1493
U.S. Global Investors (USGI)
Texas
$239K – – –
I2I
1494
Insight 2811 Inc
Illinois
$238K +$238K +5,875 New
MCMT
1495
Moon Capital Management (Tennessee)
Tennessee
$237K -$7.62K -188 -3%
BKA
1496
Brick & Kyle Associates
Pennsylvania
$237K -$8.1K -200 -3%
RCG
1497
Ruggie Capital Group
Florida
$237K -$3.29K -81 -1%
WPP
1498
Whalerock Point Partners
Rhode Island
$237K – – –
FIM
1499
Frontier Investment Management
Texas
$237K +$325 +8 +0.1%
VFA
1500
Virtus Fund Advisers
Connecticut
$236K -$185K -4,560 -44%
58 59
60
61 62