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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
426
Amica Mutual Insurance
Rhode Island
$8.11M – – –
FNBT
427
FineMark National Bank & Trust
Florida
$8.1M +$548K +12,921 +7%
YL
428
YCG LLC
Texas
$7.97M +$70K +1,650 +0.9%
TAM
429
Timucuan Asset Management
Florida
$7.94M – – –
ADEF
430
Adams Diversified Equity Fund
Maryland
$7.89M -$11.8M -279,000 -60%
MERSOM
431
Municipal Employees' Retirement System of Michigan
Michigan
$7.86M +$22.9K +540 +0.3%
TCT
432
TIAA CREF Trust
Missouri
$7.8M -$295K -6,949 -4%
PP
433
Palladium Partners
Virginia
$7.77M -$682K -16,069 -8%
AII
434
AGF Investments Inc
Ontario, Canada
$7.73M -$17M -400,235 -69%
CDH
435
Charles D. Hyman
$7.71M -$8.06K -190 -0.1%
Daiwa Securities Group
436
Daiwa Securities Group
Japan
$7.7M +$763K +17,970 +11%
WJA
437
Williams Jones & Associates
New York
$7.69M -$280K -6,592 -4%
BFG
438
Beacon Financial Group
Texas
$7.62M +$362K +8,508 +5%
BFIM
439
Beese Fulmer Investment Management
Ohio
$7.61M +$53.8K +1,268 +0.7%
HPC
440
HM Payson & Co
Maine
$7.53M -$374K -8,800 -5%
AAM
441
AR Asset Management
California
$7.48M – – –
GJIC
442
Gamble Jones Investment Counsel
California
$7.47M -$392K -9,229 -5%
DWM
443
Doyle Wealth Management
Florida
$7.45M +$7.45M +175,416 New
CC
444
Capital Counsel
New York
$7.42M – – –
Assenagon Asset Management
445
Assenagon Asset Management
Luxembourg
$7.37M +$713K +16,795 +11%
LAM
446
Lebenthal Asset Management
New York
$7.33M -$304K -7,172 -4%
GRQ
447
Gardner Russo & Quinn
Pennsylvania
$7.33M -$424K -9,980 -5%
SGK
448
Steigerwald Gordon & Koch
Virginia
$7.32M +$165K +3,941 +2%
DWA
449
Douglass Winthrop Advisors
New York
$7.3M +$137K +3,235 +2%
ACA
450
Anchor Capital Advisors
Massachusetts
$7.23M -$501K -11,795 -6%
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