KO icon

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 %
PTC
576
Petrus Trust Company
Texas
$4.3M – – –
CONA
577
Capital One National Association
New York
$4.28M +$6.64K +160 +0.2%
VC
578
Vestor Capital
Illinois
$4.27M +$4.27M +102,909 New
NP
579
NS Partners
United Kingdom
$4.26M +$44.9K +1,083 +1%
GCA
580
Greenwood Capital Associates
South Carolina
$4.25M +$36.3K +875 +0.9%
BCP
581
Blue Chip Partners
Michigan
$4.24M +$435K +10,479 +11%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$4.23M -$139K -3,350 -3%
PL
583
Parthenon LLC
Kentucky
$4.23M +$13.4K +322 +0.3%
Capstone Investment Advisors
584
Capstone Investment Advisors
New York
$4.21M +$3.87M +93,242 +1,137%
TMAM
585
Tokio Marine Asset Management
Japan
$4.2M -$46.9K -1,132 -1%
PA
586
Profund Advisors
Maryland
$4.2M -$145K -3,508 -3%
ECM
587
Everence Capital Management
Indiana
$4.2M -$27.2K -655 -0.6%
MSV
588
MN Services Vermogensbeheer
Netherlands
$4.18M – – –
MC
589
Moors & Cabot
Massachusetts
$4.15M +$180K +4,337 +5%
VIA
590
Vantage Investment Advisors
Pennsylvania
$4.15M +$47.1K +1,137 +1%
BP
591
BBR Partners
New York
$4.15M -$124K -3,000 -3%
VFM
592
Viking Fund Management
North Dakota
$4.15M +$4.15M +100,000 New
NEI
593
Northwest & Ethical Investments
Ontario, Canada
$4.11M – – –
IWM
594
Integrated Wealth Management
California
$4.1M -$31K -747 -0.7%
MPM
595
Meritage Portfolio Management
Kansas
$4.1M – – –
FNB
596
Farmers National Bank
Kentucky
$4.08M +$40.5K +976 +1%
TSS
597
Thomas Story & Son
Indiana
$4.07M +$466K +11,251 +13%
GHA
598
Garcia Hamilton & Associates
Texas
$4.06M -$248K -5,970 -6%
LW
599
Linscomb Wealth
Texas
$4.06M +$204K +4,916 +5%
BSPF
600
British Steel Pension Fund
United Kingdom
$4.06M – – –
22 23
24
25 26