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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 %
CB
501
Community Bank
New York
$5.63M +$154K +3,719 +3%
CWG
502
C WorldWide Group
Denmark
$5.6M +$3.05M +73,447 +119%
BCM
503
Brookstone Capital Management
Illinois
$5.59M +$984K +23,739 +21%
HCMT
504
Highland Capital Management (Tennessee)
Tennessee
$5.54M -$5.47M -131,841 -50%
SB
505
Simmons Bank
Arkansas
$5.52M -$98.3K -2,372 -2%
SIC
506
Salem Investment Counselors
North Carolina
$5.51M +$16.9K +408 +0.3%
GWM
507
Geneos Wealth Management
Colorado
$5.5M +$855K +20,635 +18%
LBC
508
Lowe Brockenbrough & Co
Virginia
$5.46M -$11K -265 -0.2%
PMG
509
ProVise Management Group
Florida
$5.46M +$84.5K +2,039 +2%
CTA
510
Colonial Trust Advisors
South Carolina
$5.45M -$93K -2,244 -2%
AA
511
Ancora Advisors
Ohio
$5.43M +$464K +11,203 +9%
AL
512
Agran Libbie
California
$5.36M -$99.4K -2,398 -2%
CC
513
ClearArc Capital
Ohio
$5.36M +$138K +3,319 +3%
PA
514
Pinnacle Associates
New York
$5.36M -$69.2K -1,669 -1%
PP
515
Prospector Partners
Connecticut
$5.33M +$20.7K +500 +0.4%
OIM
516
Opus Investment Management
Massachusetts
$5.31M – – –
UBG
517
United Bank (Georgia)
Georgia
$5.28M +$5.28M +127,344 New
KIC
518
Keating Investment Counselors
Florida
$5.25M +$13K +314 +0.2%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$5.24M -$127K -3,070 -2%
SAA
520
Southeast Asset Advisors
Georgia
$5.24M -$141K -3,401 -3%
BII
521
Bainco International Investors
Massachusetts
$5.23M +$358K +8,625 +7%
KIA
522
KCM Investment Advisors
California
$5.23M +$50.5K +1,218 +1%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.21M -$580K -13,998 -10%
BC
524
Bartlett & Co
Ohio
$5.17M +$6.88K +166 +0.1%
FTIOP
525
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.14M -$354K -8,539 -6%
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