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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
401
Granite Investment Advisors
New Hampshire
$8.77M -$249K -5,994 -3%
PSUF
402
People's United Financial
Connecticut
$8.63M +$2.16M +52,089 +33%
TSW
403
Thompson Siegel & Walmsley
Virginia
$8.55M -$1.08M -25,965 -11%
NIA
404
Northstar Investment Advisors
Colorado
$8.55M +$578K +13,947 +7%
GAM
405
Guinness Asset Management
United Kingdom
$8.52M +$1.87M +45,160 +28%
HCM
406
Hutner Capital Management
Vermont
$8.44M +$32K +771 +0.4%
PAG
407
Private Advisor Group
New Jersey
$8.39M +$129K +3,152 +2%
GIP
408
Greatmark Investment Partners
Georgia
$8.36M +$2.23M +53,893 +36%
LCP
409
LGT Capital Partners
Switzerland
$8.33M +$249K +6,000 +3%
CIA
410
Capital Investment Advisors
Georgia
$8.28M +$94.3K +2,275 +1%
PP
411
Palladium Partners
Virginia
$8.26M -$183K -4,419 -2%
CP
412
Cumberland Partners
Ontario, Canada
$8.21M -$414K -9,990 -5%
CIS
413
Capital International Sarl
California
$8.18M +$551K +13,300 +7%
N
414
Natixis
France
$8.11M -$4M -96,467 -33%
B
415
Barings
North Carolina
$8.08M +$4.29M +103,400 +113%
Robeco Institutional Asset Management
416
Robeco Institutional Asset Management
Netherlands
$7.95M -$5.48M -132,084 -41%
FCMC
417
Founders Capital Management (Connecticut)
Connecticut
$7.94M -$118K -2,838 -1%
AMI
418
Amica Mutual Insurance
Rhode Island
$7.92M – – –
TCT
419
TIAA CREF Trust
Missouri
$7.91M -$167K -4,026 -2%
OI
420
Oakbrook Investments
Illinois
$7.9M -$6.95M -167,750 -47%
MFS
421
MSI Financial Services
Massachusetts
$7.9M +$45K +1,085 +0.6%
NHC
422
Nicholas Hoffman & Company
Georgia
$7.86M +$30.6K +732 +0.4%
LIA
423
LS Investment Advisors
Michigan
$7.85M +$184K +4,427 +2%
PP
424
Patten & Patten
Tennessee
$7.84M -$350K -8,436 -4%
IGIM
425
I.G. Investment Management
Manitoba, Canada
$7.81M -$1.58M -38,147 -17%
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