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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 %
LFR
1501
Lehman Financial Resources
Pennsylvania
$194K – – –
AFIA
1502
America First Investment Advisors
Nebraska
$189K – – –
JT
1503
Jump Trading
Illinois
$189K +$151K +3,572 +397%
IUAM
1504
Itau USA Asset Management
New York
$186K – – –
SA
1505
SRH Advisors
Kansas
$185K – – –
BBPWM
1506
Blue Bell Private Wealth Management
Pennsylvania
$184K – – –
CFG
1507
CKW Financial Group
Hawaii
$180K – – –
GSC
1508
Ground Swell Capital
South Carolina
$180K +$180K +4,242 New
HCM
1509
Horrell Capital Management
Arkansas
$179K +$149K +3,500 +489%
AP
1510
Atwood & Palmer
Missouri
$175K -$471K -11,142 -73%
CTB
1511
Country Trust Bank
Illinois
$169K +$169K +4,000 New
MAM
1512
Meeder Asset Management
Ohio
$167K +$4.02K +95 +2%
WA
1513
WealthTrust-Arizona
Arizona
$159K +$42.3K +1,002 +36%
LWA
1514
Lenox Wealth Advisors
New York
$156K – – –
FWM
1515
Focused Wealth Management
New York
$151K -$12.6K -299 -8%
WA
1516
Winfield Associates
Ohio
$148K – – –
HR
1517
Howe & Rusling
New York
$146K -$127K -2,988 -46%
GAAM
1518
Guinness Atkinson Asset Management
California
$145K +$33K +780 +29%
NYLT
1519
New York Life Trust
New York
$141K -$22.3K -526 -14%
SCP
1520
Syntal Capital Partners
Texas
$133K +$133K +3,158 New
GAM
1521
Gemmer Asset Management
California
$132K – – –
CFN
1522
Cordasco Financial Network
Florida
$129K – – –
TCM
1523
Tradewinds Capital Management
Washington
$128K -$3.61K -85 -3%
HF
1524
Hoxton Financial
West Virginia
$126K -$48.7K -1,149 -28%
PIA
1525
Piedmont Investment Advisors
North Carolina
$113K -$59.1K -1,396 -34%
59 60
61
62 63