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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMIA
601
J.P. Marvel Investment Advisors
Massachusetts
$3.98M -$421K -9,940 -10%
BFO
602
Boston Family Office
Massachusetts
$3.97M -$3.43K -81 -0.1%
SC
603
Schulhoff & Co
Ohio
$3.97M +$41.6K +983 +1%
FGP
604
Foyston, Gordon, & Payne
Ontario, Canada
$3.97M -$2.96K -70 -0.1%
ACM
605
Argyle Capital Management
Pennsylvania
$3.94M -$84.6K -2,000 -2%
AC
606
Addenda Capital
Quebec, Canada
$3.94M – – –
LW
607
Linscomb Wealth
Texas
$3.94M +$390K +9,213 +11%
AT
608
Arden Trust
Delaware
$3.93M -$12.8M -302,513 -77%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$3.92M -$436K -10,301 -10%
PPSG
610
Princeton Portfolio Strategies Group
New Jersey
$3.91M -$18.6K -440 -0.5%
BFA
611
Benedict Financial Advisors
Georgia
$3.91M +$9.67K +230 +0.2%
VV
612
Verity & Verity
South Carolina
$3.91M +$136K +3,219 +4%
HKIM
613
Hayek Kallen Investment Management
Alabama
$3.89M -$30.4K -719 -0.8%
BCP
614
Blue Chip Partners
Michigan
$3.89M +$40K +946 +1%
B
615
Barings
North Carolina
$3.87M -$5.07M -119,800 -57%
ACM
616
Azimuth Capital Management
Michigan
$3.81M -$46.6K -1,100 -1%
HA
617
Halsey Associates
Connecticut
$3.79M -$81.2K -1,919 -2%
LA
618
Lynch & Associates
Indiana
$3.78M -$97.3K -2,298 -3%
VCM
619
Violich Capital Management
California
$3.78M -$144K -3,400 -4%
LCP
620
Legacy Capital Partners
Wisconsin
$3.77M -$44.4K -1,050 -1%
FFA
621
First Foundation Advisors
California
$3.76M -$86K -2,032 -2%
ADBIC
622
A.D. Beadell Investment Counsel
Wisconsin
$3.71M -$148K -3,500 -4%
NRS
623
Neville Rodie & Shaw
New York
$3.71M -$140K -3,305 -4%
EOJOAM
624
E. Ohman J:or Asset Management
Sweden
$3.71M +$190K +4,500 +5%
UF
625
Univest Financial
Pennsylvania
$3.7M +$115K +2,708 +3%
23 24
25
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