KO icon

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 %
SA
1551
SRH Advisors
Kansas
$189K +$8.11K +200 +4%
TAM
1552
Troy Asset Management
United Kingdom
$186K – – –
AFIA
1553
America First Investment Advisors
Nebraska
$180K – – –
QGM
1554
Quality Growth Management
California
$172K – – –
Parallax Volatility Advisers
1555
Parallax Volatility Advisers
California
$171K -$13.7M -337,507 -99%
GWS
1556
Glassman Wealth Services
Virginia
$171K – – –
LOCC
1557
Lombard Odier & Cie (Canada)
Quebec, Canada
$168K – – –
PHK
1558
Point72 Hong Kong
Hong Kong
$164K +$164K +4,042 New
CTB
1559
Country Trust Bank
Illinois
$162K – – –
GAM
1560
Gemmer Asset Management
California
$162K – – –
WA
1561
WealthTrust-Arizona
Arizona
$162K +$9.63K +238 +6%
HIM
1562
Hillsdale Investment Management
Ontario, Canada
$162K +$36.5K +900 +29%
FWM
1563
Focused Wealth Management
New York
$153K – – –
LWA
1564
Lenox Wealth Advisors
New York
$151K – – –
CS
1565
Credential Securities
$149K -$258K -6,354 -63%
MCM
1566
MV Capital Management
Maryland
$148K +$16.2K +400 +12%
ACPU
1567
Arrowgrass Capital Partners (US)
Delaware
$142K +$142K +3,503 New
AWM
1568
AllSquare Wealth Management
New York
$136K +$1.91K +47 +1%
WRM
1569
Westport Resources Management
Connecticut
$133K -$1.04M -25,459 -89%
CFG
1570
CKW Financial Group
Hawaii
$133K -$40.7K -1,000 -23%
FNBSF
1571
First National Bank Sioux Falls
South Dakota
$131K – – –
SCP
1572
Syntal Capital Partners
Texas
$131K +$82 +2 +0.1%
BBPWM
1573
Blue Bell Private Wealth Management
Pennsylvania
$129K -$37.6K -932 -23%
TDC
1574
Thompson Davis & Co
Virginia
$128K +$111K +2,750 +661%
JAM
1575
Jolley Asset Management
North Carolina
$125K +$22.7K +560 +22%
61 62
63
64 65