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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 %
IMS
1626
Index Management Solutions
Pennsylvania
$20K -$15.5K -384 -44%
UFA
1627
US Financial Advisors
Massachusetts
$20K – – –
EMA
1628
Efficient Market Advisors
California
$20K – – –
IRS
1629
Invictus RG (Singapore)
Singapore
$20K +$20K +500 New
TJHA
1630
Thomas J. Herzfeld Advisors
Florida
$18K +$9.79K +248 +119%
GXMC
1631
Global X Management Company
New York
$17K -$2.15K -52 -11%
PO
1632
Private Ocean
California
$16K -$1.58M -39,895 -99%
AII
1633
AGF Investments Inc
Ontario, Canada
$16K +$4K +100 +33%
WCM
1634
Wealthcare Capital Management
Virginia
$16K +$16K +387 New
IPC
1635
Independent Portfolio Consultants
Florida
$16K +$16K +391 New
CP
1636
Corbenic Partners
Pennsylvania
$14K – – –
DW
1637
Domani Wealth
Pennsylvania
$12.5K +$12.5K +508 New
JIR
1638
James Investment Research
Ohio
$9K – – –
UB
1639
UMB Bank
Missouri
$8.82K -$63 -1,565 -0.7%
IF
1640
Ironwood Financial
Arizona
$8K +$8K +200 New
NMIS
1641
Northwestern Mutual Investment Services
Wisconsin
$7K +$7K +168 New
FNBOO
1642
First National Bank of Omaha
Nebraska
$6.38K – +8 +0%
CAL
1643
Capital Advisors Ltd
Ohio
$6K – – –
KIG
1644
Kessler Investment Group
Indiana
$6K – – –
MUS
1645
Mitsubishi UFJ Securities
Japan
$6K +$6K +150 New
AT
1646
Arden Trust
Delaware
$5.23K +$2.07K +51,032 +65%
WG
1647
Welch Group
Alabama
$2.47K +$48 +1,192 +2%
WA
1648
WBH Advisory
Maryland
$2.34K -$188 -4,629 -7%
MIM
1649
Macroview Investment Management
Maryland
$2K +$1.35K +37 +206%
OSAM
1650
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +14 New
64 65
66
67 68