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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 %
HF
1576
Hoxton Financial
West Virginia
$120K – – –
TCM
1577
Tradewinds Capital Management
Washington
$118K -$771 -19 -0.6%
PCM
1578
Prelude Capital Management
New York
$114K +$72.4K +1,791 +174%
NYLT
1579
New York Life Trust
New York
$105K -$74.2K -1,831 -41%
CFN
1580
Cordasco Financial Network
Florida
$105K +$24.2K +600 +30%
PCTC
1581
Perkins Coie Trust Company
Washington
$102K – – –
GWA
1582
Genesis Wealth Advisors
Massachusetts
$102K – – –
PIA
1583
Piedmont Investment Advisors
North Carolina
$101K – – –
P
1584
Palladiem
Pennsylvania
$99K – – –
LOT
1585
Lombard Odier Transatlantic
Quebec, Canada
$96K +$96K +2,400 New
CFA
1586
Camarda Financial Advisors
Florida
$95K +$8.46K +208 +10%
IP
1587
Isthmus Partners
Wisconsin
$89K -$5.37M -133,098 -98%
VCM
1588
Vigilant Capital Management
Maine
$85K – – –
OFS
1589
Orrstown Financial Services
Pennsylvania
$81K – – –
WCMN
1590
Westchester Capital Management (Nebraska)
Nebraska
$81K – – –
HR
1591
Howe & Rusling
New York
$80K -$45.5K -1,126 -36%
LWM
1592
Lenox Wealth Management
Ohio
$79K +$4.89K +121 +7%
SIG
1593
Stanford Investment Group
California
$76K -$49K -1,200 -39%
CWM
1594
Cranbrook Wealth Management
Michigan
$76K – – –
LWM
1595
LBA Wealth Management
Florida
$72K – – –
SSG
1596
Summit Securities Group
New York
$69K -$2.35M -57,719 -97%
CWM
1597
Catamount Wealth Management
Connecticut
$68K -$20.2K -500 -23%
MA
1598
MCF Advisors
Kentucky
$64K – – –
CD
1599
Carl Domino
Florida
$64K +$64K +1,586 New
RBC
1600
Roble Belko & Company
Pennsylvania
$60K +$60K +1,491 New
62 63
64
65 66