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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
1576
Hoxton Financial
West Virginia
$125K +$42 +1 +0%
TCM
1577
Tradewinds Capital Management
Washington
$124K +$297 +7 +0.2%
VNA
1578
Valley National Advisers
Pennsylvania
$108K +$108K +2,617 New
JAM
1579
Jolley Asset Management
North Carolina
$106K -$3.01M -71,609 -97%
PCTC
1580
Perkins Coie Trust Company
Washington
$106K – – –
PIA
1581
Piedmont Investment Advisors
North Carolina
$105K – – –
GWA
1582
Genesis Wealth Advisors
Massachusetts
$105K +$105K +2,500 New
P
1583
Palladiem
Pennsylvania
$103K +$103K +2,443 New
CWM
1584
Catamount Wealth Management
Connecticut
$92K +$92K +2,180 New
CFA
1585
Camarda Financial Advisors
Florida
$90K – – –
VCM
1586
Vigilant Capital Management
Maine
$89K – – –
ACS
1587
Archford Capital Strategies
Illinois
$88K +$62.3K +1,482 +243%
WCMN
1588
Westchester Capital Management (Nebraska)
Nebraska
$85K – – –
CFN
1589
Cordasco Financial Network
Florida
$84K -$22.7K -540 -21%
OFS
1590
Orrstown Financial Services
Pennsylvania
$84K – – –
ECM
1591
Exchange Capital Management
Michigan
$83K +$54.4K +1,291 +190%
PFG
1592
Pacific Financial Group
Washington
$80K +$80K +1,890 New
CWM
1593
Cranbrook Wealth Management
Michigan
$79K – – –
LWM
1594
Lenox Wealth Management
Ohio
$77K – – –
LWM
1595
LBA Wealth Management
Florida
$75K -$17.1K -404 -19%
MA
1596
MCF Advisors
Kentucky
$66K -$19.6K -466 -23%
RA
1597
Rational Advisors
New York
$62K +$62K +1,460 New
BWFA
1598
Baltimore-Washington Financial Advisors
Maryland
$61K -$15.3K -362 -20%
RCWMU
1599
Rothschild & Co Wealth Management (UK)
United Kingdom
$59K -$178K -4,220 -75%
WA
1600
Winfield Associates
Ohio
$59K – – –
62 63
64
65 66