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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 %
CT
576
Cambridge Trust
Massachusetts
$4.87M -$121K -2,676 -2%
OIM
577
Opus Investment Management
Massachusetts
$4.85M – – –
CFA
578
Carroll Financial Associates
North Carolina
$4.83M +$41.8K +923 +0.9%
HIM
579
Hanlon Investment Management
New Jersey
$4.83M +$319K +7,031 +7%
GHA
580
Garcia Hamilton & Associates
Texas
$4.78M -$222K -4,900 -4%
CONA
581
Capital One National Association
New York
$4.76M +$40.7K +899 +0.9%
CICI
582
Capital Investment Counsel Inc
North Carolina
$4.74M -$198K -4,378 -4%
CCG
583
Chatham Capital Group
Georgia
$4.73M +$6.57K +145 +0.1%
IWM
584
Integrated Wealth Management
California
$4.72M +$64K +1,412 +1%
JPMIA
585
J.P. Marvel Investment Advisors
Massachusetts
$4.71M -$112K -2,460 -2%
SBIA
586
Sheaff Brock Investment Advisors
Indiana
$4.67M -$225K -4,964 -5%
BP
587
BBR Partners
New York
$4.67M -$4.53K -100 -0.1%
GCA
588
Greenwood Capital Associates
South Carolina
$4.67M +$408K +8,992 +10%
NP
589
NS Partners
United Kingdom
$4.62M -$16.4K -362 -0.4%
CFG
590
Citizens Financial Group
Rhode Island
$4.62M -$362K -7,996 -7%
ECM
591
Everence Capital Management
Indiana
$4.62M +$297K +6,560 +7%
PL
592
Parthenon LLC
Kentucky
$4.61M – – –
Fiera Capital (Canada)
593
Fiera Capital (Canada)
Quebec, Canada
$4.61M +$13K +287 +0.3%
AW
594
ACG Wealth
Georgia
$4.58M +$8.39K +185 +0.2%
LTI
595
Laffer Tengler Investments
Tennessee
$4.58M -$1.07M -23,659 -19%
VIA
596
Vantage Investment Advisors
Pennsylvania
$4.55M +$27.9K +615 +0.6%
CA
597
CapWealth Advisors
Tennessee
$4.54M -$156K -3,441 -3%
Daiwa Securities Group
598
Daiwa Securities Group
Japan
$4.49M +$68K +1,500 +2%
MPM
599
Meritage Portfolio Management
Kansas
$4.48M -$49.9K -1,100 -1%
PTC
600
Petrus Trust Company
Texas
$4.46M -$16.3M -360,035 -79%
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