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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 %
GT
201
Glenmede Trust
Pennsylvania
$42.4M -$460K -10,888 -1%
NB
202
Norinchukin Bank
Japan
$42.3M +$3.16M +74,730 +8%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$42.2M -$1.2M -28,466 -3%
RCG
204
Ruane, Cunniff & Goldfarb
New York
$41.8M -$2.28M -53,942 -5%
IRF
205
IBM Retirement Fund
New York
$41.5M -$229K -5,421 -0.5%
PRO
206
Pensioenfonds Rail & OV
Netherlands
$41M -$16.3K -385 -0%
KIG
207
Kovitz Investment Group
Illinois
$40.6M -$1.44M -34,223 -3%
LCS
208
Levin Capital Strategies
New York
$40.1M -$412K -9,755 -1%
First Manhattan
209
First Manhattan
New York
$40.1M -$1.53M -36,231 -4%
HCM
210
Highbridge Capital Management
New York
$40.1M +$9.12M +216,094 +29%
LPL Financial
211
LPL Financial
California
$39.8M -$546K -12,924 -1%
CS
212
Candriam SCA
Luxembourg
$39.8M +$39.8M +943,774 New
FAF
213
Fjarde Ap-fonden
Sweden
$39.7M -$2.53M -59,864 -6%
GH
214
GAM Holding
Switzerland
$39.6M -$3.58M -84,831 -8%
HTI
215
Hikari Tsushin Inc
Japan
$39.6M – – –
EIM
216
ExxonMobil Investment Management
Texas
$39.2M -$1.6M -37,880 -4%
Brown Advisory
217
Brown Advisory
Maryland
$39M -$107K -2,531 -0.3%
CBCM
218
Cook & Bynum Capital Management
Alabama
$38.6M – – –
CBOA
219
Commonwealth Bank of Australia
Australia
$38.5M -$10.4M -245,549 -21%
TCSAM
220
Tyrus Capital S.A.M.
Monaco
$38.4M +$38.4M +910,000 New
SRIM
221
Saratoga Research & Investment Management
California
$38.4M -$1.5M -35,530 -4%
FAM
222
Fiduciary Asset Management
Missouri
$37.3M – – –
CCT
223
Capital City Trust
Florida
$37M +$1.15M +27,329 +3%
SAM
224
Sawgrass Asset Management
Florida
$36.9M -$7.38M -174,835 -17%
Nordea Investment Management
225
Nordea Investment Management
Sweden
$36M +$2M +47,375 +6%
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