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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 %
AT
1526
Argent Trust
Texas
$217K +$3.84K +95 +2%
RCM
1527
Reynolds Capital Management
Nevada
$215K -$292K -7,200 -58%
BBNB
1528
Baker Boyer National Bank
Washington
$215K – – –
AC
1529
Alexandria Capital
Virginia
$214K – – –
NAM
1530
North American Management
Massachusetts
$213K – – –
AWS
1531
Aris Wealth Services
Pennsylvania
$213K – – –
TA
1532
TBP Advisors
New York
$213K +$213K +5,250 New
Boston Partners
1533
Boston Partners
Massachusetts
$212K +$6.62K +163 +3%
EWM
1534
Evermay Wealth Management
Virginia
$211K -$150K -3,713 -42%
VST
1535
Van Strum & Towne
California
$211K – – –
Manulife (Manufacturers Life Insurance)
1536
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K +$7.78K +191,972 +4%
PL
1537
Plancorp LLC
Missouri
$207K +$207K +5,099 New
BEC
1538
Blue Edge Capital
Virginia
$207K – – –
PC
1539
Pecaut & Co
Iowa
$204K -$786K -19,330 -79%
BWP
1540
Baldwin Wealth Partners
Massachusetts
$204K -$62.9K -1,550 -24%
CCB
1541
Cutter & Co Brokerage
Missouri
$204K +$204K +5,043 New
LWA
1542
Lowe Wealth Advisors
Maryland
$203K +$6.07K +150 +3%
CHP
1543
Cable Hill Partners
Oregon
$202K – – –
AWM
1544
Affinity Wealth Management
Delaware
$201K – – –
ECM
1545
Exchange Capital Management
Michigan
$199K +$119K +2,930 +149%
LFR
1546
Lehman Financial Resources
Pennsylvania
$194K +$28.4K +700 +17%
SC
1547
Searle & Co
Connecticut
$193K – – –
BOK
1548
Bank of Kentucky
Kentucky
$193K +$5.02K +124 +3%
DOA
1549
D'Orazio & Associates
Virginia
$192K – – –
HI
1550
Hendershot Investments
Virginia
$190K – – –
60 61
62
63 64