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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 %
WCMN
1551
Westchester Capital Management (Nebraska)
Nebraska
$80K – – –
JIM
1552
Jupiter Investment Management
United Kingdom
$80K +$80K +2,017 New
RCG
1553
Ruggie Capital Group
Florida
$77K -$174K -4,044 -69%
HR
1554
Howe & Rusling
New York
$76K -$5.99K -150 -7%
SIG
1555
Stanford Investment Group
California
$75K – – –
LWA
1556
Lenox Wealth Advisors
New York
$73K +$7.6K +190 +12%
AA
1557
Apriem Advisors
California
$71K +$160 +4 +0.2%
IP
1558
Isthmus Partners
Wisconsin
$70K -$18.2K -456 -21%
CF
1559
CenterStar Fund
Illinois
$63K -$4K – –
CP
1560
Corbenic Partners
Pennsylvania
$62K +$60.3K +1,501 +3,574%
RBC
1561
Roble Belko & Company
Pennsylvania
$60K -$8.57K -213 -13%
FBC
1562
Fairfield, Bush & Co
Connecticut
$59K -$621K -15,546 -91%
WA
1563
Winfield Associates
Ohio
$56K – – –
SC
1564
Saturna Capital
Washington
$54K – – –
CWM
1565
Cranbrook Wealth Management
Michigan
$53K – – –
FA
1566
Financial Advantage
Maryland
$53K +$40 +1 +0.1%
VC
1567
Vestor Capital
Illinois
$53K +$53K +1,309 New
KAS
1568
Kemnay Advisory Services
New York
$50K – – –
SAC
1569
Smith Affiliated Capital
New York
$49.1K -$48K – –
LWM
1570
Lenox Wealth Management
Ohio
$48K -$33.3K -838 -41%
PC
1571
Permit Capital
Pennsylvania
$47K – – –
SMG
1572
Spectrum Management Group
Indiana
$46K – – –
RPG
1573
Risk Paradigm Group
Texas
$45.5K +$45.5K +1,133 New
RAM
1574
Riggs Asset Management
Pennsylvania
$45K -$20.2K -500 -31%
BWFA
1575
Baltimore-Washington Financial Advisors
Maryland
$45K +$12K +304 +36%
61 62
63
64 65