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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 %
CBN
526
Cadence Bank NA
Texas
$5.04M +$15.3K +368 +0.3%
QIM
527
Quest Investment Management
Oregon
$5.03M +$26.6K +641 +0.5%
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$5.02M +$229K +5,515 +5%
BBI
529
Baxter Bros Inc
Connecticut
$5.02M -$114K -2,760 -2%
OMCS
530
Old Mutual Customised Solutions
South Africa
$5.01M +$1.6M +38,700 +47%
CWM
531
Calamos Wealth Management
Illinois
$5.01M -$106K -2,552 -2%
RC
532
RBF Capital
California
$4.98M -$825K -19,900 -14%
AF
533
Ally Financial
Michigan
$4.98M – – –
PFP
534
Pinnacle Financial Partners
Tennessee
$4.97M +$1.12M +27,083 +29%
FB
535
Fulton Bank
Pennsylvania
$4.94M +$974K +23,490 +25%
BCM
536
Buckhead Capital Management
Georgia
$4.92M -$589K -14,202 -11%
CICI
537
Capital Investment Counsel Inc
North Carolina
$4.92M +$607K +14,650 +14%
BMO
538
Beck Mack & Oliver
New York
$4.91M -$13.4K -324 -0.3%
FQ
539
First Quadrant
California
$4.9M -$3.99M -96,241 -45%
KFP
540
Keystone Financial Planning
Ohio
$4.89M +$125K +3,013 +3%
GIA
541
Guyasuta Investment Advisors
Pennsylvania
$4.88M -$651K -15,700 -12%
BCM
542
Birmingham Capital Management
Alabama
$4.85M +$93.7K +2,260 +2%
HFS
543
Haverford Financial Services
Pennsylvania
$4.83M -$17K -411 -0.4%
CA
544
Cetera Advisors
Colorado
$4.81M +$341K +8,254 +8%
SWM
545
SVA Wealth Management
Wisconsin
$4.79M -$166K -3,995 -3%
IC
546
Inverness Counsel
New York
$4.76M -$37.1K -900 -0.8%
MME
547
Meag Munich Ergo
Germany
$4.74M +$4.74M +113,247 New
RWA
548
RGT Wealth Advisors
Texas
$4.67M -$19.2K -462 -0.4%
BA
549
BCM Advisors
Louisiana
$4.67M +$4.67M +112,584 New
EWM
550
Evercore Wealth Management
New York
$4.67M -$397K -9,580 -8%
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