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Coca-Cola
KO

Overview Fund Activity

1,570 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 596 increasing their positions, 698 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-19
Holders Change %
-1.2%
% of All Funds
45.38%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.12%
New
68
Increased
596
Reduced
698
Closed
72
Calls
$818M
Puts
$972M
Net Calls
-$154M
Net Calls Change
+$335M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1526
Cranbrook Wealth Management
Michigan
$72K -$3.85K -100 -5%
AR
1527
Advisory Research
Illinois
$70K +$70K +1,803 New
LWM
1528
Lenox Wealth Management
Ohio
$57K -$9.96K -259 -15%
IMS
1529
Index Management Solutions
Pennsylvania
$52K -$29.2K -752 -36%
SC
1530
Saturna Capital
Washington
$52K – – –
FA
1531
Financial Advantage
Maryland
$50K -$434K -11,330 -90%
BWFA
1532
Baltimore-Washington Financial Advisors
Maryland
$50K – – –
LWM
1533
LBA Wealth Management
Florida
$49K -$23.8K -620 -33%
PR
1534
Payden & Rygel
California
$48K +$5.42K +140 +13%
AA
1535
AlphaMark Advisors
Kentucky
$45K -$7.69K -200 -15%
SMG
1536
Spectrum Management Group
Indiana
$44K – – –
ACS
1537
Archford Capital Strategies
Illinois
$43.2K +$43.2K +1,117 New
HP
1538
Hikari Power
Japan
$39.2K +$39.2K +1,014,500 New
VNB
1539
Valley National Bancorp
New York
$39K -$39K -1,000 -50%
AWM
1540
Avior Wealth Management
Nebraska
$36K +$36K +919 New
JT
1541
Jump Trading
Illinois
$35K -$93.9K -2,414 -73%
FBC
1542
Fairfield, Bush & Co
Connecticut
$32K – – –
NIM
1543
NuWave Investment Management
New Jersey
$30K +$23.2K +584 +344%
HCM
1544
Horrell Capital Management
Arkansas
$28K – – –
MUMSS
1545
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K -$9K -230 -25%
NC
1546
NewSquare Capital
Pennsylvania
$27K – – –
PCM
1547
Prelude Capital Management
New York
$26K +$2.72K +70 +12%
GI
1548
Gradient Investments
Minnesota
$25K -$15.8K -411 -39%
BC
1549
Blackhill Capital
New Jersey
$23K -$23.4K -600 -50%
ACM
1550
Axel Capital Management
New York
$23K – – –
60 61
62
63 64