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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 %
CCMH
176
Cornerstone Capital Management Holdings
New York
$56.1M +$2.11M +49,871 +4%
AG
177
Aperio Group
California
$55.9M +$9.92M +235,049 +22%
CM
178
Castleark Management
Illinois
$55.8M +$55.3M +1,310,990 +13,084%
CA
179
Cullinan Associates
Kentucky
$54.6M -$4.24M -100,339 -7%
B
180
Baird
Wisconsin
$54.2M +$7.28M +172,340 +16%
SAM
181
Shell Asset Management
Netherlands
$53.7M +$2.46M +58,373 +5%
Stifel Financial
182
Stifel Financial
Missouri
$52.9M +$17.6M +415,803 +50%
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$52.6M +$31.1M +735,711 +144%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$52.3M -$6.19M -144,839 -11%
KCM
185
Kornitzer Capital Management
Kansas
$51.5M -$1.41M -33,455 -3%
HTC
186
Haverford Trust Company
Pennsylvania
$51.3M +$456K +10,793 +0.9%
T
187
TOBAM
France
$51.1M +$51.1M +1,209,906 New
TG
188
TCW Group
California
$50.2M -$33.8M -800,129 -40%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$47.8M +$707K +16,745 +2%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$45.9M -$3.34M -79,036 -7%
National Pension Service
191
National Pension Service
South Korea
$45.6M -$5.04M -119,279 -10%
DRZID
192
DePrince Race & Zollo Inc (DRZ)
Florida
$45.2M -$23.3M -552,748 -34%
DCM
193
Dupont Capital Management
Delaware
$44.9M -$250K -5,922 -0.6%
Nomura Asset Management
194
Nomura Asset Management
Japan
$44.6M -$4.02M -94,190 -8%
NPA
195
Nichols & Pratt Advisers
Massachusetts
$44.3M -$143K -3,390 -0.3%
ProShare Advisors
196
ProShare Advisors
Maryland
$43.8M +$8.04M +190,414 +22%
TAM
197
Tocqueville Asset Management
New York
$43.4M -$300K -7,107 -0.7%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$43.4M -$801K -18,979 -2%
HP
199
Hikari Power
Japan
$42.8M – – –
DC
200
Davenport & Co
Virginia
$42.6M -$1.28M -30,325 -3%
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