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Coca-Cola
KO

Overview Fund Activity

1,580 hedge funds and large institutions have $115B invested in Coca-Cola in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 603 increasing their positions, 697 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
45.88%
Holding in Top 10
118
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.48%
% of All Funds
3.43%
New
64
Increased
603
Reduced
697
Closed
49
Calls
$1.48B
Puts
$1.29B
Net Calls
+$195M
Net Calls Change
+$145M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.76B
2
SB
Suntrust Banks
Georgia
+$550M
3
State Street
State Street
Massachusetts
+$385M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$279M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.41B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$536M
3
Franklin Resources
Franklin Resources
California
-$423M
4
BA
BlackRock Advisors
Delaware
-$269M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
1576
James Investment Research
Ohio
$10K +$10K +223 New
UB
1577
UMB Bank
Missouri
$9.63K -$369 -8,656 -4%
AAM
1578
American Asset Management
Florida
$9K +$9K +208 New
IRS
1579
Invictus RG (Singapore)
Singapore
$9K +$9K +208 New
NG
1580
NatWest Group
United Kingdom
$6.86K -$370 -8,678 -5%
MAS
1581
Madden Advisory Services
Florida
$5K – – –
CP
1582
Corbenic Partners
Pennsylvania
$2K – – –
MIM
1583
Macroview Investment Management
Maryland
$1K +$1K +18 New
GAM
1584
GVO Asset Management
Switzerland
– -$59.5M -1,405,108 Closed
FPP
1585
Findlay Park Partners
United Kingdom
– -$49.2M -1,160,507 Closed
VanEck Associates
1586
VanEck Associates
New York
– -$38.4M -907,330 Closed
PC
1587
Polar Capital
United Kingdom
– -$30M -708,238 Closed
SI
1588
Sentry Investments
Ontario, Canada
– -$29.9M -704,900 Closed
WRF
1589
Waddell & Reed Financial
Kansas
– -$10.8M -254,300 Closed
CCA
1590
Catalyst Capital Advisors
New York
– -$8.22M -194,000 Closed
JCM
1591
JD Capital Management
Connecticut
– -$7.29M -172,183 Closed
MCM
1592
McKinley Capital Management
Alaska
– -$5.87M -138,500 Closed
AAMU
1593
AEGON Asset Management (UK)
United Kingdom
– -$4.23M -100,000 Closed
ICM
1594
ICC Capital Management
Florida
– -$2.56M -60,491 Closed
ECM
1595
ETrade Capital Management
Virginia
– -$2.03M -47,860 Closed
SAMT
1596
Select Asset Management & Trust
Pennsylvania
– -$1.77M -41,790 Closed
EAM
1597
EULAV Asset Management
Florida
– -$1.75M -41,200 Closed
PCM
1598
Princeton Capital Management
New Jersey
– -$1.46M -34,496 Closed
JAM
1599
Jupiter Asset Management
United Kingdom
– -$1.32M -31,081 Closed
BCA
1600
Benchmark Capital Advisors
New York
– -$1.19M -28,150 Closed
62 63
64
65 66