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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 %
AWM
1601
Avior Wealth Management
Nebraska
$58K +$15.8K +392 +38%
RCWMU
1602
Rothschild & Co Wealth Management (UK)
United Kingdom
$57K – – –
WA
1603
Winfield Associates
Ohio
$57K – – –
SC
1604
Saturna Capital
Washington
$54K – – –
FA
1605
Financial Advantage
Maryland
$53K – – –
SHJ
1606
Sharkey, Howes & Javer
Colorado
$53K +$53K +1,312 New
PR
1607
Payden & Rygel
California
$50K – – –
SAC
1608
Smith Affiliated Capital
New York
$49.6K -$51.6K – –
TWMP
1609
Taylor Wealth Management Partners
Massachusetts
$49K +$49K +1,200 New
PC
1610
Permit Capital
Pennsylvania
$48K – – –
SMG
1611
Spectrum Management Group
Indiana
$46K – – –
RAM
1612
Riggs Asset Management
Pennsylvania
$45K – – –
BWFA
1613
Baltimore-Washington Financial Advisors
Maryland
$42K -$16.2K -400 -28%
AIM
1614
Acuity Investment Management
Ontario, Canada
$41K -$12.3K -300 -23%
NC
1615
NewSquare Capital
Pennsylvania
$41K – – –
KA
1616
Klingman & Associates
New York
$40K +$27.1K +669 +209%
RA
1617
Rational Advisors
New York
$36K -$24K -584 -40%
SIA
1618
SeaBridge Investment Advisors
New Jersey
$32K – – –
SAM
1619
Shamrock Asset Management
Texas
$28K – – –
HRIA
1620
Haberer Registered Investment Advisor
Ohio
$26K -$2.26M -56,586 -99%
FMP
1621
Financial Management Professionals
Texas
$26K – – –
ST
1622
Somerset Trust
Pennsylvania
$24K – – –
AA
1623
Apriem Advisors
California
$23K -$10.2K -251 -31%
EWM
1624
Edge Wealth Management
New York
$21K +$612 +15 +3%
JAM
1625
JCIC Asset Management
Ontario, Canada
$21K +$21K +511 New
63 64
65
66 67