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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 %
FNBOH
1526
First National Bank of Hutchinson
Kansas
$225K +$7.88K +187 +4%
MIM
1527
Miller Investment Management
Pennsylvania
$224K – – –
BBNB
1528
Baker Boyer National Bank
Washington
$224K +$6.42K +152 +3%
AC
1529
Alexandria Capital
Virginia
$223K -$16.6K -394 -7%
NAM
1530
North American Management
Massachusetts
$222K -$118K -2,800 -35%
AT
1531
Argent Trust
Texas
$222K +$222K +5,270 New
AWS
1532
Aris Wealth Services
Pennsylvania
$221K +$221K +5,243 New
VST
1533
Van Strum & Towne
California
$220K -$3.6K -85 -2%
ST
1534
Sageworth Trust
Pennsylvania
$216K +$216K +5,109 New
BEC
1535
Blue Edge Capital
Virginia
$215K – – –
Boston Partners
1536
Boston Partners
Massachusetts
$213K -$178K -4,236 -46%
SCG
1537
Sonata Capital Group
Washington
$213K +$213K +5,050 New
CC
1538
Colrain Capital
Massachusetts
$211K -$317K -7,500 -60%
HS
1539
Huntington Steele
Pennsylvania
$210K – – –
CHP
1540
Cable Hill Partners
Oregon
$210K +$210K +4,954 New
Manulife (Manufacturers Life Insurance)
1541
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K +$7.58K +179,620 +4%
AWM
1542
Affinity Wealth Management
Delaware
$209K +$209K +4,960 New
SFA
1543
Sequoia Financial Advisors
Ohio
$206K +$4.68K +111 +2%
NAMP
1544
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$205K – – –
LWA
1545
Lowe Wealth Advisors
Maryland
$205K +$205K +4,866 New
Rafferty Asset Management
1546
Rafferty Asset Management
New York
$203K -$163K -3,863 -44%
HHGA
1547
Halbert Hargrove Global Advisors
California
$202K -$5.32K -126 -3%
SC
1548
Searle & Co
Connecticut
$201K +$201K +4,776 New
DOA
1549
D'Orazio & Associates
Virginia
$200K – – –
HI
1550
Hendershot Investments
Virginia
$198K -$2.38M -56,371 -92%
60 61
62
63 64