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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 %
SC
1601
Saturna Capital
Washington
$57K – – –
FA
1602
Financial Advantage
Maryland
$55K -$55.8K -1,326 -50%
AIM
1603
Acuity Investment Management
Ontario, Canada
$55K – – –
PR
1604
Payden & Rygel
California
$52K – – –
SAC
1605
Smith Affiliated Capital
New York
$51.6K -$52.2K – –
PC
1606
Permit Capital
Pennsylvania
$50K – – –
SMG
1607
Spectrum Management Group
Indiana
$48K – – –
RAM
1608
Riggs Asset Management
Pennsylvania
$47K – – –
AWM
1609
Avior Wealth Management
Nebraska
$44K +$15.7K +372 +55%
PCM
1610
Prelude Capital Management
New York
$43K +$43K +1,030 New
VNB
1611
Valley National Bancorp
New York
$42K – – –
NC
1612
NewSquare Capital
Pennsylvania
$42K – – –
SFU
1613
Stonehage Fleming (UK)
United Kingdom
$42K +$42K +20,700 New
IMS
1614
Index Management Solutions
Pennsylvania
$37K +$14.7K +349 +66%
SIA
1615
SeaBridge Investment Advisors
New Jersey
$34K – – –
AA
1616
Apriem Advisors
California
$34K +$250 +6 +0.7%
SAM
1617
Shamrock Asset Management
Texas
$29K – – –
VVP
1618
Vulcan Value Partners
Alabama
$28K -$10.3M -245,172 -100%
FMP
1619
Financial Management Professionals
Texas
$27K +$8.79K +207 +48%
MUMSS
1620
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K – – –
ST
1621
Somerset Trust
Pennsylvania
$25K – – –
BC
1622
Blackhill Capital
New Jersey
$23K – – –
BRWA
1623
B. Riley Wealth Advisors
Florida
$22.1K +$3.08K +5,154 +16%
EWM
1624
Edge Wealth Management
New York
$21K -$237K -5,647 -92%
EMA
1625
Efficient Market Advisors
California
$21K – – –
63 64
65
66 67