KO icon

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 %
CWM
601
CIBC World Markets
New York
$4.46M +$4.46M +98,411 New
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$4.46M +$367K +8,087 +9%
EWM
603
Evercore Wealth Management
New York
$4.43M -$274K -6,050 -6%
NB
604
NBT Bank
New York
$4.43M -$130K -2,870 -3%
BPC
605
Banque Pictet & Cie
Switzerland
$4.42M +$587K +12,950 +15%
MC
606
Moors & Cabot
Massachusetts
$4.42M +$125K +2,760 +3%
BCM
607
Brookstone Capital Management
Illinois
$4.35M +$847K +18,686 +24%
LIM
608
Leavell Investment Management
Alabama
$4.33M +$118K +2,600 +3%
PFM
609
Parsec Financial Management
North Carolina
$4.32M -$83.7K -1,846 -2%
ACM
610
Argyle Capital Management
Pennsylvania
$4.32M – – –
SYBT
611
Stock Yards Bank & Trust
Kentucky
$4.29M -$5.17K -114 -0.1%
PFP
612
Pinnacle Financial Partners
Tennessee
$4.29M -$73.7K -1,616 -2%
MSV
613
MN Services Vermogensbeheer
Netherlands
$4.26M +$34.2K +837 +0.8%
BFO
614
Boston Family Office
Massachusetts
$4.26M -$40.1K -885 -0.9%
FGP
615
Foyston, Gordon, & Payne
Ontario, Canada
$4.25M +$3.17K +70 +0.1%
HIC
616
Harvey Investment Company
Kentucky
$4.25M – – –
CIP
617
Chartwell Investment Partners
Pennsylvania
$4.24M +$604K +13,330 +17%
PPSG
618
Princeton Portfolio Strategies Group
New Jersey
$4.21M -$98.2K -2,166 -2%
FNB
619
Farmers National Bank
Kentucky
$4.21M +$137K +3,158 +3%
SC
620
Schulhoff & Co
Ohio
$4.2M +$7.39K +163 +0.2%
ICAS
621
Investors Capital Advisory Services
Massachusetts
$4.2M +$14.6K +323 +0.3%
VCM
622
Violich Capital Management
California
$4.2M -$680K -15,000 -14%
HKIM
623
Hayek Kallen Investment Management
Alabama
$4.2M -$49.4K -1,089 -1%
BFA
624
Benedict Financial Advisors
Georgia
$4.18M +$35.6K +788 +0.9%
LA
625
Lynch & Associates
Indiana
$4.15M +$10.2K +226 +0.2%
23 24
25
26 27