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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
526
R.H. Bluestein & Co
Michigan
$5.96M -$8.34M -184,040 -58%
CB
527
Community Bank
New York
$5.9M -$88.4K -1,950 -1%
BBI
528
Baxter Bros Inc
Connecticut
$5.85M +$5.85M +129,138 New
LI
529
Lafayette Investments
Maryland
$5.82M -$57.3K -1,263 -1%
SWM
530
SVA Wealth Management
Wisconsin
$5.81M +$36K +794 +0.6%
GAM
531
Guinness Asset Management
United Kingdom
$5.73M +$1M +22,100 +21%
KIC
532
Keating Investment Counselors
Florida
$5.72M -$107K -2,350 -2%
TCOT
533
Trust Company of Toledo
Ohio
$5.72M -$82.8K -1,826 -1%
PP
534
Prospector Partners
Connecticut
$5.67M -$54.4K -1,200 -0.9%
BC
535
Bartlett & Co
Ohio
$5.67M -$7.75K -171 -0.1%
CAM
536
Centre Asset Management
New York
$5.65M -$43.1K -950 -0.8%
OPCM
537
Osborne Partners Capital Management
California
$5.64M -$112K -2,479 -2%
KIA
538
KCM Investment Advisors
California
$5.62M +$58.7K +1,294 +1%
Westfield Capital Management
539
Westfield Capital Management
Massachusetts
$5.62M – – –
CWM
540
Calamos Wealth Management
Illinois
$5.61M +$118K +2,611 +2%
CC
541
ClearArc Capital
Ohio
$5.57M +$92.6K +2,044 +2%
CC
542
Colrain Capital
Massachusetts
$5.56M +$1.06M +23,386 +24%
QIM
543
Quest Investment Management
Oregon
$5.56M +$170K +3,745 +3%
ICOA
544
Investment Centers of America
North Dakota
$5.55M -$387K -8,541 -7%
BMO
545
Beck Mack & Oliver
New York
$5.53M -$171K -3,767 -3%
CBN
546
Cadence Bank NA
Texas
$5.53M -$51.2K -1,129 -0.9%
RC
547
RBF Capital
California
$5.44M -$222K -4,900 -4%
MAM
548
Martingale Asset Management
Massachusetts
$5.41M -$1.88M -41,424 -26%
FSA
549
Financial Sense Advisors
California
$5.41M +$444K +9,793 +9%
AA
550
Ancora Advisors
Ohio
$5.37M +$161K +3,544 +3%
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