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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 %
OCM
1676
Orleans Capital Management
Louisiana
– -$1.91M -44,667 Closed
TRCT
1677
Tower Research Capital (TRC)
New York
– -$1.82M -42,736 Closed
LBG
1678
Lloyds Banking Group
United Kingdom
– -$1.71M -40,132 Closed
CEP
1679
Chicago Equity Partners
Illinois
– -$1.67M -39,190 Closed
CA
1680
Cornerstone Advisors
North Carolina
– -$1.58M -37,000 Closed
TF
1681
Trutina Financial
Washington
– -$1.52M -35,651 Closed
WAS
1682
Winch Advisory Services
Wisconsin
– -$1.52M -35,503 Closed
MF
1683
Magnetar Financial
Illinois
– -$1.48M -34,765 Closed
PWP
1684
Private Wealth Partners
California
– -$1.35M -31,589 Closed
BIM
1685
Beach Investment Management
Pennsylvania
– -$1.04M -24,320 Closed
EWM
1686
Elite Wealth Management
Washington
– -$929K -21,767 Closed
PP
1687
Paloma Partners
Connecticut
– -$853K -20,000 Closed
FNYS
1688
First New York Securities
New York
– -$853K -20,000 Closed
NCM
1689
Narwhal Capital Management
Georgia
– -$808K -18,951 Closed
IAM
1690
Integre Asset Management
New York
– -$743K -17,410 Closed
NERM
1691
New England Research & Management
Illinois
– -$640K -15,000 Closed
VF
1692
Virtu Financial
New York
– -$603K -14,129 Closed
SP
1693
Sarasin & Partners
United Kingdom
– -$582K -13,653 Closed
Verition Fund Management
1694
Verition Fund Management
Connecticut
– -$522K -12,227 Closed
BHB
1695
Bank Hapoalim BM
Israel
– -$514K -12,069 Closed
RCM
1696
Rotella Capital Management
Washington
– -$514K -12,047 Closed
WIM
1697
Waverton Investment Management
United Kingdom
– -$496K -11,620 Closed
NL
1698
NWAM LLC
Washington
– -$402K -9,429 Closed
PL
1699
Plancorp LLC
Missouri
– -$371K -8,725 Closed
TAM
1700
Todd Asset Management
Kentucky
– -$333K -7,805 Closed
66 67
68
69 70