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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 %
IT
1701
Investors Trust
Texas
– -$309K -7,255 Closed
PHIMC
1702
Private Harbour Investment Management & Counsel
Ohio
– -$290K -6,800 Closed
CCB
1703
Cutter & Co Brokerage
Missouri
– -$269K -6,298 Closed
CFA
1704
Cahill Financial Advisors
Minnesota
– -$264K -6,183 Closed
FLPIM
1705
F.L. Putnam Investment Management
Massachusetts
– -$253K -5,937 Closed
SCM
1706
Salem Capital Management
Massachusetts
– -$249K -5,826 Closed
SSA
1707
South Street Advisors
New York
– -$243K -5,700 Closed
SCM
1708
Stellar Capital Management
Arizona
– -$241K -5,650 Closed
MTIM
1709
Marathon Trading Investment Management
Pennsylvania
– -$239K -5,600 Closed
WA
1710
WESPAC Advisors
California
– -$233K -5,458 Closed
CIM
1711
Confluence Investment Management
Missouri
– -$229K -5,367 Closed
1GA
1712
1st Global Advisors
Texas
– -$228K -5,334 Closed
EI
1713
EDMP Inc
Florida
– -$226K -5,294 Closed
NEPWA
1714
New England Private Wealth Advisors
Massachusetts
– -$226K -5,280 Closed
HCA
1715
Harbour Capital Advisors
Virginia
– -$219K -5,128 Closed
CIP
1716
Champlain Investment Partners
Vermont
– -$218K -5,100 Closed
RU
1717
RobecoSam USA
New York
– -$216K -5,069 Closed
AWA
1718
ARS Wealth Advisors
Florida
– -$214K -5,005 Closed
I2I
1719
Insight 2811 Inc
Illinois
– -$209K -4,900 Closed
VC
1720
Vicus Capital
Pennsylvania
– -$209K -4,889 Closed
OAM
1721
Occidental Asset Management
California
– -$203K -4,760 Closed
AHB
1722
Abner Herrman & Brock
New Jersey
– -$202K -4,746 Closed
CMANY
1723
Capital Management Associates (New York)
New York
– -$201K -4,720 Closed
TIC
1724
Trees Investment Counsel
Illinois
– -$201K -4,700 Closed
TAM
1725
Trillium Asset Management
Massachusetts
– -$200K -4,693 Closed
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