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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
576
Garcia Hamilton & Associates
Texas
$5.12M -$463K -9,989 -8%
CT
577
Cambridge Trust
Massachusetts
$5.11M +$272K +5,855 +6%
CFG
578
Citizens Financial Group
Rhode Island
$5.1M -$217K -4,686 -4%
FSA
579
Financial Sense Advisors
California
$5.08M +$1.77M +38,244 +54%
CICI
580
Capital Investment Counsel Inc
North Carolina
$5.05M -$66.8K -1,440 -1%
SBWM
581
Sunflower Bank Wealth Management
Arizona
$5.02M -$55.2K -1,190 -1%
KFP
582
Keystone Financial Planning
Ohio
$5.01M -$389K -8,393 -7%
SBIA
583
Sheaff Brock Investment Advisors
Indiana
$5.01M -$1.07M -23,003 -18%
SB
584
Simmons Bank
Arkansas
$5.01M +$5.01M +107,975 New
AIA
585
Alerus Investment Advisors
Minnesota
$5M +$466K +10,048 +10%
VCM
586
Violich Capital Management
California
$4.99M -$60.3K -1,300 -1%
OIM
587
Opus Investment Management
Massachusetts
$4.96M – – –
JPMIA
588
J.P. Marvel Investment Advisors
Massachusetts
$4.94M -$24.1K -519 -0.5%
CFA
589
Carroll Financial Associates
North Carolina
$4.9M +$46K +992 +0.9%
GAM
590
Guinness Asset Management
United Kingdom
$4.84M +$429K +9,250 +10%
CONA
591
Capital One National Association
New York
$4.83M +$673K +14,504 +16%
CCG
592
Chatham Capital Group
Georgia
$4.83M – – –
EWM
593
Evercore Wealth Management
New York
$4.81M +$165K +3,561 +4%
CA
594
CapWealth Advisors
Tennessee
$4.8M -$58.6K -1,264 -1%
BP
595
BBR Partners
New York
$4.78M +$4.78M +103,100 New
IWM
596
Integrated Wealth Management
California
$4.77M -$20.9K -451 -0.4%
HMS
597
Hanseatic Management Services
New Mexico
$4.77M +$4.77M +102,810 New
GIA
598
Guyasuta Investment Advisors
Pennsylvania
$4.76M +$1.09M +23,464 +30%
NP
599
NS Partners
United Kingdom
$4.75M +$58.4K +1,260 +1%
PL
600
Parthenon LLC
Kentucky
$4.72M – – –
22 23
24
25 26