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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 %
WJA
426
Williams Jones & Associates
New York
$7.78M -$656K -15,829 -8%
TAM
427
Timucuan Asset Management
Florida
$7.76M -$9.79K -236 -0.1%
CAM
428
Cypress Asset Management
Texas
$7.74M -$200K -4,814 -3%
WF
429
WealthTrust Fairport
Ohio
$7.72M -$208K -5,006 -3%
HPC
430
HM Payson & Co
Maine
$7.72M -$175K -4,228 -2%
YL
431
YCG LLC
Texas
$7.72M -$301K -7,259 -4%
AIL
432
AGF Investments LLC
Ontario, Canada
$7.7M +$7.7M +185,793 New
GJIC
433
Gamble Jones Investment Counsel
California
$7.68M +$461K +11,122 +6%
MERSOM
434
Municipal Employees' Retirement System of Michigan
Michigan
$7.66M +$420K +10,120 +6%
ELC
435
Edgar Lomax Company
Virginia
$7.65M +$135K +3,255 +2%
RFM
436
Royal Fund Management
Florida
$7.59M +$7.59M +183,019 New
GRQ
437
Gardner Russo & Quinn
Pennsylvania
$7.58M -$131K -3,155 -2%
ACA
438
Anchor Capital Advisors
Massachusetts
$7.56M -$1.11M -26,760 -13%
BA
439
Bristol Advisors
Pennsylvania
$7.54M +$7.54M +181,900 New
CDH
440
Charles D. Hyman
$7.54M -$434K -10,460 -5%
ACI
441
Alpha Cubed Investments
California
$7.53M +$2.11M +50,914 +39%
LAM
442
Lebenthal Asset Management
New York
$7.46M +$187K +4,522 +3%
Mirae Asset Global Investments
443
Mirae Asset Global Investments
South Korea
$7.43M +$709K +17,089 +11%
BFIM
444
Beese Fulmer Investment Management
Ohio
$7.38M +$16.3K +394 +0.2%
FNBT
445
FineMark National Bank & Trust
Florida
$7.38M -$130K -3,129 -2%
Macquarie Group
446
Macquarie Group
Australia
$7.32M -$884K -21,330 -11%
AAM
447
AR Asset Management
California
$7.31M +$822K +19,825 +13%
CC
448
Capital Counsel
New York
$7.24M – – –
CPIM
449
Columbia Partners Investment Management
Virginia
$7.24M -$1.16M -27,962 -14%
Millennium Management
450
Millennium Management
New York
$7.19M +$7.19M +173,397 New
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