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Coca-Cola
KO

Overview Fund Activity

1,570 hedge funds and large institutions have $101B invested in Coca-Cola in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 596 increasing their positions, 698 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,570
Holders Change
-19
Holders Change %
-1.2%
% of All Funds
45.38%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.12%
New
68
Increased
596
Reduced
698
Closed
72
Calls
$818M
Puts
$972M
Net Calls
-$154M
Net Calls Change
+$335M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
1576
Bronson Point Management
Connecticut
– -$33M -800,000 Closed
DCM
1577
Discovery Capital Management
Connecticut
– -$31.4M -760,000 Closed
WMSA
1578
Weiss Multi-Strategy Advisers
New York
– -$23M -555,550 Closed
JAM
1579
JCIC Asset Management
Ontario, Canada
– -$11.3M -273,070 Closed
BA
1580
Bridgewater Associates
Connecticut
– -$11.2M -270,674 Closed
WRF
1581
Waddell & Reed Financial
Kansas
– -$10.1M -244,250 Closed
JCP
1582
Jabre Capital Partners
Switzerland
– -$8.86M -230,000 Closed
WCP
1583
Welch Capital Partners
New York
– -$9.16M -221,830 Closed
BCM
1584
BBT Capital Management
Texas
– -$5.66M -137,082 Closed
HT
1585
HAP Trading
New York
– -$4.77M -115,432 Closed
MSU
1586
Mizuho Securities USA
New York
– -$4.7M -113,788 Closed
RCYC
1587
Richard C. Young & Co
Rhode Island
– -$4.37M -105,786 Closed
AIMCA
1588
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.5M -84,800 Closed
NCMG
1589
NCM Capital Management Group
North Carolina
– -$2.71M -65,600 Closed
WCA
1590
Waratah Capital Advisors
Ontario, Canada
– -$1.79M -43,200 Closed
ACI
1591
Alpha Cubed Investments
California
– -$1.68M -40,576 Closed
QIM
1592
Quantitative Investment Management
Virginia
– -$1.3M -31,500 Closed
BS
1593
Bessemer Securities
New York
– -$1.23M -29,659 Closed
BC
1594
Banced Corp
Illinois
– -$1.07M -25,881 Closed
CCM
1595
Coe Capital Management
Illinois
– -$1.06M -25,759 Closed
FNYS
1596
First New York Securities
New York
– -$1.03M -25,000 Closed
MVIP
1597
Mar Vista Investment Partners
California
– -$1.02M -24,751 Closed
BL
1598
Bolton LP
Connecticut
– -$990K -23,958 Closed
GLAM
1599
Gardner Lewis Asset Management
Pennsylvania
– -$963K -23,315 Closed
CP
1600
Camelot Portfolios
Ohio
– -$773K -18,720 Closed
62 63
64
65 66