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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$16.9B – – –
LTI
2
Laffer Tengler Investments
Tennessee
$13B -$12.2M -286,739 Closed
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B +$306M +7,246,414 +3%
State Street
4
State Street
Massachusetts
$7.62B +$363M +8,594,875 +5%
Capital World Investors
5
Capital World Investors
California
$5.12B +$61.1M +1,446,000 +1%
BIT
6
BlackRock Institutional Trust
California
$4.36B +$4.13M +97,922 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.66B -$870M -20,613,229 -19%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.54B +$1.74B +41,280,807 +218%
Northern Trust
9
Northern Trust
Illinois
$2.31B -$593M -14,037,212 -20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.28B -$20M -472,764 -0.9%
BFA
11
BlackRock Fund Advisors
California
$2.15B +$197M +4,665,508 +10%
YAM
12
Yacktman Asset Management
Texas
$1.74B -$68.7M -1,627,754 -4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.62B +$57M +1,350,885 +4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$1.59B -$86.5M -2,048,200 -5%
SB
15
Suntrust Banks
Georgia
$1.45B -$15.7M -372,969 -1%
Norges Bank
16
Norges Bank
Norway
$1.45B +$47.5M +1,126,171 +3%
BG
17
BlackRock Group
United Kingdom
$1.44B +$67.4M +1,597,134 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.26B +$45.2M +1,070,914 +4%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$1.24B -$72.6M -1,720,730 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.21B +$202M +4,789,277 +20%
Bank of America
21
Bank of America
North Carolina
$1.08B -$179M -4,232,093 -14%
Deutsche Bank
22
Deutsche Bank
Germany
$1.01B -$93.5M -2,214,916 -8%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$990M – – –
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$944M -$103M -2,430,758 -10%
Wells Fargo
25
Wells Fargo
California
$779M +$70.7M +1,674,901 +10%
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