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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 %
USGIU
1501
U.S. Global Investors (USGI)
Texas
$249K +$249K +5,900 New
RCG
1502
Ruggie Capital Group
Florida
$249K +$249K +5,918 New
FANJ
1503
Financial Architects (New Jersey)
New Jersey
$248K +$1.73K +41 +0.7%
WPP
1504
Whalerock Point Partners
Rhode Island
$247K -$4.21K -100 -2%
ACM
1505
Alta Capital Management
Utah
$246K -$1.19M -28,186 -83%
MAM
1506
Mastrapasqua Asset Management
Tennessee
$245K +$245K +5,800 New
NES
1507
New England Securities
New York
$244K -$47.6K -1,128 -16%
JAFL
1508
Jay A. Fishman Ltd
Michigan
$241K – – –
ECM
1509
ETrade Capital Management
Virginia
$240K +$240K +5,688 New
GAG
1510
GM Advisory Group
New York
$239K -$97.2K -2,297 -29%
VanEck Associates
1511
VanEck Associates
New York
$239K +$239K +5,663 New
IC
1512
Intersect Capital
California
$238K +$238K +5,634 New
PRS
1513
Pinkerton Retirement Specialists
Idaho
$237K +$237K +9,268 New
FIM
1514
Frontier Investment Management
Texas
$236K -$6.31M -155,801 -96%
WI
1515
Wedgewood Investors
Pennsylvania
$234K +$234K +5,543 New
BMM
1516
Berkshire Money Management
Massachusetts
$233K -$14.6K -346 -6%
HCP
1517
Holt Capital Partners
Texas
$233K – – –
RAM
1518
Redmond Asset Management
Virginia
$233K – – –
LC
1519
Loews Corp
New York
$232K – – –
MCM
1520
Mengis Capital Management
Oregon
$231K +$231K +5,484 New
OWP
1521
Obermeyer Wealth Partners
Colorado
$230K +$230K +5,450 New
AWA
1522
AmeriServ Wealth Advisors
Pennsylvania
$230K +$230K +5,451 New
HJA
1523
Hugh Johnson Advisors
New York
$229K +$229K +5,426 New
CCM
1524
Coldstream Capital Management
Washington
$227K -$6.24K -148 -3%
TSWM
1525
Triangle Securities Wealth Management
North Carolina
$226K -$8.43K -200 -4%
59 60
61
62 63