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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 %
IC
1501
Intersect Capital
California
$236K +$7.11K +175 +3%
QIM
1502
Quest Investment Management
Oregon
$235K -$4.45K -110 -2%
OSNBOA
1503
Old Second National Bank of Aurora
Illinois
$234K -$8.1K -200 -3%
SS
1504
Sunbelt Securities
Texas
$232K -$19.9K -491 -8%
ECM
1505
ETrade Capital Management
Virginia
$232K +$975 +24 +0.4%
JAFL
1506
Jay A. Fishman Ltd
Michigan
$231K – – –
CG
1507
Colony Group
Massachusetts
$230K -$565K -13,924 -71%
KWMG
1508
King Wealth Management Group
Florida
$230K -$151K -3,750 -40%
FANJ
1509
Financial Architects (New Jersey)
New Jersey
$230K -$7.95K -196 -3%
SCM
1510
SOL Capital Management
Maryland
$228K -$17.8K -440 -7%
C
1511
CFO4Life
Texas
$227K -$41.9K -1,031 -16%
OCM
1512
One Capital Management
California
$225K -$18.8K -465 -8%
SCG
1513
Sonata Capital Group
Washington
$225K +$20.3K +500 +10%
CISOA
1514
Capital Investment Services of America
Wisconsin
$224K -$156K -3,834 -41%
CCM
1515
Check Capital Management
California
$224K -$56.8K -1,400 -20%
BMM
1516
Berkshire Money Management
Massachusetts
$224K – – –
HCP
1517
Holt Capital Partners
Texas
$224K – – –
LC
1518
Loews Corp
New York
$222K – – –
MCM
1519
Mengis Capital Management
Oregon
$222K – – –
OWP
1520
Obermeyer Wealth Partners
Colorado
$221K – – –
WPW
1521
Waldron Private Wealth
Pennsylvania
$221K +$221K +5,449 New
RAM
1522
Redmond Asset Management
Virginia
$220K -$4.06K -100 -2%
HJA
1523
Hugh Johnson Advisors
New York
$220K – – –
HS
1524
HighVista Strategies
Massachusetts
$218K +$218K +5,366 New
AWA
1525
AmeriServ Wealth Advisors
Pennsylvania
$217K -$3.36K -83 -2%
59 60
61
62 63