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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 %
SHJ
1576
Sharkey, Howes & Javer
Colorado
$42K -$7.55K -200 -15%
CK
1577
Carnick & Kubik
Colorado
$40.1K +$40.1K +1,000 New
PR
1578
Payden & Rygel
California
$40K -$9.6K -240 -19%
IPC
1579
Independent Portfolio Consultants
Florida
$35K +$20.8K +520 +146%
IMS
1580
Index Management Solutions
Pennsylvania
$34K -$970 -24 -3%
KA
1581
Klingman & Associates
New York
$34K – – –
KCM
1582
Karp Capital Management
California
$33K +$20.2K +505 +158%
SIA
1583
SeaBridge Investment Advisors
New Jersey
$32K – – –
TJHA
1584
Thomas J. Herzfeld Advisors
Florida
$31K +$15.4K +379 +99%
Nuveen Asset Management
1585
Nuveen Asset Management
Illinois
$30.1K -$15.2K -378,126 -33%
HCM
1586
Horrell Capital Management
Arkansas
$29K – – –
WCM
1587
Wealthcare Capital Management
Virginia
$28K – – –
SAM
1588
Shamrock Asset Management
Texas
$28K – – –
UFA
1589
US Financial Advisors
Massachusetts
$28K +$8.07K +200 +40%
TDC
1590
Thompson Davis & Co
Virginia
$27K -$126K -3,179 -82%
LWM
1591
LBA Wealth Management
Florida
$27K -$42.8K -1,087 -61%
FMP
1592
Financial Management Professionals
Texas
$27K +$1.4K +35 +5%
GXMC
1593
Global X Management Company
New York
$21K – – –
JAM
1594
JCIC Asset Management
Ontario, Canada
$21K – – –
TWMP
1595
Taylor Wealth Management Partners
Massachusetts
$20K -$20K -500 -50%
EMA
1596
Efficient Market Advisors
California
$20K – – –
PO
1597
Private Ocean
California
$16K – – –
WAS
1598
Winch Advisory Services
Wisconsin
$16K +$161 +4 +1%
MAS
1599
Madden Advisory Services
Florida
$14K – – –
EDRE
1600
Edmond de Rothschild (Europe)
Luxembourg
$13K – – –
62 63
64
65 66