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Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
1526
Aris Wealth Services
Pennsylvania
$135K -$91K -2,264 -40%
FNBSF
1527
First National Bank Sioux Falls
South Dakota
$134K – – –
WRM
1528
Westport Resources Management
Connecticut
$134K +$63K +1,570 +89%
JAM
1529
Jolley Asset Management
North Carolina
$133K – – –
MCM
1530
MV Capital Management
Maryland
$131K – – –
HF
1531
Hoxton Financial
West Virginia
$129K – – –
CFN
1532
Cordasco Financial Network
Florida
$126K – – –
CII
1533
Capital International Inc
California
$124K -$296K -7,400 -70%
TFA
1534
Transamerica Financial Advisors
Florida
$124K -$291K -7,228 -70%
AP
1535
Advisors Preferred
Maryland
$124K +$124K +3,102 New
AWM
1536
AllSquare Wealth Management
New York
$123K -$11.8K -293 -9%
OFS
1537
Orrstown Financial Services
Pennsylvania
$120K – – –
BBPWM
1538
Blue Bell Private Wealth Management
Pennsylvania
$112K – – –
AIM
1539
Arcadia Investment Management
Michigan
$112K – – –
PCTC
1540
Perkins Coie Trust Company
Washington
$105K – – –
TCM
1541
Tradewinds Capital Management
Washington
$105K +$719 +18 +0.7%
CHP
1542
Cable Hill Partners
Oregon
$104K -$97.6K -2,432 -48%
LOCC
1543
Lombard Odier & Cie (Canada)
Quebec, Canada
$104K – – –
P
1544
Palladiem
Pennsylvania
$98K – – –
LOT
1545
Lombard Odier Transatlantic
Quebec, Canada
$96K – – –
TSU
1546
TD Securities (USA)
New York
$90K -$63.8M -1,586,491 -100%
AWM
1547
Avior Wealth Management
Nebraska
$90K +$8.45K +211 +10%
LWA
1548
Lowe Wealth Advisors
Maryland
$85K -$128K -3,218 -60%
HA
1549
Harfst & Associates
Wyoming
$83K -$5.92K -148 -7%
MA
1550
MCF Advisors
Kentucky
$81K +$2.72K +68 +3%
60 61
62
63 64