KO icon

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 %
RSVP
451
Ramsay Stattman Vela & Price
Colorado
$7.11M -$40.8K -985 -0.6%
PG
452
PEAK6 Group
Illinois
$7.1M +$4.15M +100,129 +141%
BFG
453
Beacon Financial Group
Texas
$7.06M +$329K +7,930 +5%
MCTIC
454
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.01M -$78.8K -1,900 -1%
DWA
455
Douglass Winthrop Advisors
New York
$7M +$909K +21,930 +15%
KCM
456
Kanawha Capital Management
Virginia
$6.97M -$125K -3,011 -2%
SGK
457
Steigerwald Gordon & Koch
Virginia
$6.97M +$281K +6,883 +4%
MHIC
458
Marble Harbor Investment Counsel
Massachusetts
$6.91M +$21.8K +525 +0.3%
MA
459
Marshwinds Advisory
Georgia
$6.8M -$31.9K -770 -0.5%
EGA
460
Eagle Global Advisors
Texas
$6.78M -$97.8K -2,358 -1%
Daiwa Securities Group
461
Daiwa Securities Group
Japan
$6.77M +$249K +6,000 +4%
CCM
462
Covington Capital Management
California
$6.76M +$46.4K +1,118 +0.7%
PWM
463
Patriot Wealth Management
Texas
$6.76M -$26.2K -631 -0.4%
SCA
464
Salient Capital Advisors
Texas
$6.76M +$467K +11,256 +7%
FG
465
Fiduciary Group
Georgia
$6.75M -$27.9K -672 -0.4%
SCM
466
Stonebridge Capital Management
California
$6.73M +$220K +5,305 +3%
GLRA
467
Gerald L. Ray & Associates
Texas
$6.71M – – –
BC
468
Brookfield Corp
Ontario, Canada
$6.71M – – –
CHC
469
City Holding Co
West Virginia
$6.66M +$150K +3,628 +2%
TNBTD
470
Trustmark National Bank Trust Department
Mississippi
$6.66M -$676K -16,302 -9%
ONB
471
Old National Bancorp
Indiana
$6.64M +$121K +2,917 +2%
ICOA
472
Investment Centers of America
North Dakota
$6.62M +$983K +23,789 +17%
IC
473
InterOcean Capital
Illinois
$6.53M -$2.57M -61,923 -28%
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$6.5M +$6.5M +156,793 New
MI
475
Markston International
New York
$6.42M -$2.16M -52,158 -25%
17 18
19
20 21