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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 %
UFA
1626
US Financial Advisors
Massachusetts
$21K +$21K +494 New
AA
1627
AlphaMark Advisors
Kentucky
$20K – – –
GXMC
1628
Global X Management Company
New York
$20K +$4.57K +106 +30%
TDC
1629
Thompson Davis & Co
Virginia
$18K -$99.4K -2,297 -85%
HMS
1630
Hanseatic Management Services
New Mexico
$16K +$16K +373 New
CP
1631
Corbenic Partners
Pennsylvania
$15K +$13.3K +314 +766%
HIM
1632
Hutchens Investment Management
New Hampshire
$13K +$13K +300 New
MFS
1633
McNamara Financial Services
Massachusetts
$13K +$13K +300 New
AII
1634
AGF Investments Inc
Ontario, Canada
$13K +$13K +300 New
KA
1635
Klingman & Associates
New York
$13K +$13K +320 New
PWM
1636
ParenteBeard Wealth Management
Pennsylvania
$12.9K -$293K -12,360 -96%
SFWA
1637
Summit Financial Wealth Advisors
Louisiana
$11K +$11K +250 New
JIR
1638
James Investment Research
Ohio
$9K – – –
TJHA
1639
Thomas J. Herzfeld Advisors
Florida
$9K +$9K +208 New
MAS
1640
Madden Advisory Services
Florida
$8K +$3.16K +79 +65%
CAL
1641
Capital Advisors Ltd
Ohio
$7K -$4.45K -101 -39%
NG
1642
NatWest Group
United Kingdom
$6.79K +$5 +124 +0.1%
KIG
1643
Kessler Investment Group
Indiana
$6K +$6K +140 New
Group One Trading
1644
Group One Trading
Illinois
$4K +$4K +100 New
SEC
1645
Seven Eight Capital
New York
$4K +$4K +100 New
FTC
1646
Farmers Trust Company
Ohio
$2.84K -$2.9M -67,399 -100%
BPM
1647
Bowling Portfolio Management
Ohio
$1.86K -$153 -3,621 -8%
MIM
1648
Macroview Investment Management
Maryland
$1K – – –
NDSI
1649
Newman Dignan & Sheerar Inc
Rhode Island
$736 +$59 +1,400 +9%
Gates Foundation Trust
1650
Gates Foundation Trust
Washington
– -$914M -21,429,710 Closed
64 65
66
67 68