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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.

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
1
Vanguard Group
Pennsylvania
$8.7B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.48B
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$319M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$506M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$219M

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.06B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.39B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07B
4
DSA
4
Davis Selected Advisers
Arizona
$243K
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.03B
Name Market Value Shares Shares
Change 		Shares
Change %
UBV
1601
United Bank (Virginia)
Virginia
– – -17,820 Closed
NCM
1602
Nebula Capital Management
Connecticut
– – -16,900 Closed
ACI
1603
Advance Capital I
Michigan
– – -16,600 Closed
CCM
1604
Cornerstone Capital Management
Minnesota
– – -15,351 Closed
BSB
1605
Bangor Savings Bank
Maine
– – -14,010 Closed
AWA
1606
AmeriServ Wealth Advisors
Pennsylvania
– – -13,691 Closed
ICM
1607
IronBridge Capital Management
Illinois
– – -12,489 Closed
TRCT
1608
Tower Research Capital (TRC)
New York
– – -11,458 Closed
AHB
1609
Abner Herrman & Brock
New Jersey
– – -10,843 Closed
FIM
1610
Fernwood Investment Management
Massachusetts
– – -9,760 Closed
MCC
1611
Malaga Cove Capital
California
– – -9,561 Closed
NFGCM
1612
Norman Fields Gottscho Capital Management
New York
– – -8,510 Closed
Verition Fund Management
1613
Verition Fund Management
Connecticut
– – -7,940 Closed
KMC
1614
Kirr Marbach & Co
Indiana
– – -7,916 Closed
RWM
1615
Rench Wealth Management
Texas
– – -7,901 Closed
Millennium Management
1616
Millennium Management
New York
– – -7,400 Closed
TAM
1617
Todd Asset Management
Kentucky
– – -6,870 Closed
LCM
1618
Liberty Capital Management
Michigan
– – -6,670 Closed
BSA
1619
Braun Stacey Associates
New York
– – -6,450 Closed
MCWS
1620
McKinley Carter Wealth Services
West Virginia
– – -6,436 Closed
IPC
1621
Independent Portfolio Consultants
Florida
– – -6,125 Closed
PAA
1622
Peregrine Asset Advisers
Oregon
– – -6,108 Closed
FCIM
1623
Fairview Capital Investment Management
California
– – -6,010 Closed
FIB
1624
First Interstate Bank
Montana
– – -5,724 Closed
DS
1625
DRW Securities
Illinois
– – -5,519 Closed
63 64
65
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