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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
+$249M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$169M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$128M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$124M

Top Sellers

1
State Street
State Street
Massachusetts
-$779M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$422M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$414M
4
DSA
Davis Selected Advisers
Arizona
-$356M
5
Deutsche Bank
Deutsche Bank
Germany
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1626
Triangle Securities Wealth Management
North Carolina
– -$227K -5,507 Closed
TIC
1627
Trees Investment Counsel
Illinois
– -$219K -5,300 Closed
RCM
1628
Reynolds Capital Management
Nevada
– -$215K -5,200 Closed
Rafferty Asset Management
1629
Rafferty Asset Management
New York
– -$212K -5,132 Closed
CA
1630
Capital Advantage
California
– -$207K -5,014 Closed
HS
1631
Huntington Steele
Pennsylvania
– -$206K -4,982 Closed
MBE
1632
Michael B. Elefante
– -$205K -4,979 Closed
CIC
1633
Cornercap Investment Counsel
Georgia
– -$203K -4,902 Closed
RH
1634
Rayner & Haynor
California
– -$202K -4,900 Closed
EI
1635
EDMP Inc
Florida
– -$202K -4,890 Closed
JIM
1636
Jupiter Investment Management
United Kingdom
– -$187K -4,540 Closed
MAM
1637
Mark Asset Management
New York
– -$124K -3,000 Closed
Carson Wealth (CWM LLC)
1638
Carson Wealth (CWM LLC)
Nebraska
– -$103K -2,491 Closed
AP
1639
Advisors Preferred
Maryland
– -$28K -679 Closed
GA
1640
Glenhill Advisors
New York
– -$14K -338 Closed
EU
1641
Emory University
Georgia
– -$12K -312 Closed
BCI
1642
Brinker Capital Investments
Pennsylvania
– -$12K -300 Closed
FI
1643
FCM Investments
Texas
– -$6K -148 Closed
JIR
1644
James Investment Research
Ohio
– -$3K -61 Closed
SMA
1645
Simply Money Advisors
Ohio
– -$2K -56 Closed
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