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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
526
Opus Investment Management
Massachusetts
$5.42M +$889K +21,000 +20%
KIC
527
Keating Investment Counselors
Florida
$5.34M – – –
CC
528
ClearArc Capital
Ohio
$5.33M +$135K +3,180 +3%
LC
529
Lincoln Capital
Nebraska
$5.31M -$648K -15,323 -11%
KIA
530
KCM Investment Advisors
California
$5.29M +$40K +946 +0.8%
BC
531
Bartlett & Co
Ohio
$5.27M -$16.8K -398 -0.3%
OPCM
532
Osborne Partners Capital Management
California
$5.25M -$24.2K -571 -0.5%
Westfield Capital Management
533
Westfield Capital Management
Massachusetts
$5.24M -$1.69K -40 -0%
BBI
534
Baxter Bros Inc
Connecticut
$5.24M -$229K -5,411 -4%
CWM
535
Calamos Wealth Management
Illinois
$5.22M -$12.4K -293 -0.2%
BCM
536
Birmingham Capital Management
Alabama
$5.2M -$57.6K -1,270 -1%
EWM
537
Evercore Wealth Management
New York
$5.17M +$1.04M +24,480 +25%
CBN
538
Cadence Bank NA
Texas
$5.12M -$35K -826 -0.7%
QIM
539
Quest Investment Management
Oregon
$5.11M -$79.7K -1,883 -2%
CS
540
Candriam SCA
Luxembourg
$5.08M +$386K +9,109 +8%
AF
541
Ally Financial
Michigan
$5.08M +$2.75M +65,000 +118%
AA
542
Ancora Advisors
Ohio
$5.07M +$54.3K +1,284 +1%
SWM
543
SVA Wealth Management
Wisconsin
$5.06M -$366K -8,641 -7%
BMO
544
Beck Mack & Oliver
New York
$5.02M -$139K -3,286 -3%
BII
545
Bainco International Investors
Massachusetts
$4.98M +$106K +2,500 +2%
HFS
546
Haverford Financial Services
Pennsylvania
$4.94M -$34.4K -813 -0.7%
IC
547
Inverness Counsel
New York
$4.92M -$3.17K -75 -0.1%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$4.89M -$906K -21,418 -16%
KFP
549
Keystone Financial Planning
Ohio
$4.87M +$186K +4,397 +4%
PP
550
PDT Partners
New York
$4.86M -$1.94M -45,900 -29%
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