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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 %
CFG
601
Citizens Financial Group
Rhode Island
$4.05M +$76.9K +1,855 +2%
MAM
602
Martingale Asset Management
Massachusetts
$4.05M -$355K -8,560 -8%
AT
603
Argent Trust
Texas
$4.04M +$43.5K +1,049 +1%
Fiera Capital (Canada)
604
Fiera Capital (Canada)
Quebec, Canada
$4M +$6.63K +160 +0.2%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$3.99M +$3.99M +96,326 New
PFM
606
PacWest Financial Management
Arizona
$3.98M -$562K -1,356 -12%
EOJOAM
607
E. Ohman J:or Asset Management
Sweden
$3.96M +$332K +8,000 +9%
NB
608
NBT Bank
New York
$3.94M -$186K -4,486 -5%
CNBT
609
Canandaigua National Bank & Trust
New York
$3.92M -$42.9K -1,034 -1%
LIM
610
Leavell Investment Management
Alabama
$3.91M -$48.2K -1,162 -1%
SBIA
611
Sheaff Brock Investment Advisors
Indiana
$3.91M +$66.6K +1,607 +2%
JPMIA
612
J.P. Marvel Investment Advisors
Massachusetts
$3.9M – – –
FGP
613
Foyston, Gordon, & Payne
Ontario, Canada
$3.89M – – –
SC
614
Schulhoff & Co
Ohio
$3.88M -$9.45K -228 -0.2%
APP
615
Avantax Planning Partners
Iowa
$3.86M +$3.86M +92,994 New
M
616
MOTCO
Texas
$3.85M +$3.6M +86,831 +1,426%
BFA
617
Benedict Financial Advisors
Georgia
$3.85M -$2.24K -54 -0.1%
HAI
618
Hennessy Advisors Inc
California
$3.83M +$2.14M +51,650 +127%
RT
619
Rockland Trust
Massachusetts
$3.83M +$246K +5,930 +7%
VV
620
Verity & Verity
South Carolina
$3.83M +$3.28K +79 +0.1%
BFO
621
Boston Family Office
Massachusetts
$3.8M -$89.1K -2,150 -2%
PPSG
622
Princeton Portfolio Strategies Group
New Jersey
$3.79M -$44.6K -1,075 -1%
AW
623
ACG Wealth
Georgia
$3.79M -$447K -10,782 -11%
ACM
624
Argyle Capital Management
Pennsylvania
$3.77M -$93.5K -2,255 -2%
TIA
625
Tandem Investment Advisors
South Carolina
$3.76M +$3.76M +90,774 New
23 24
25
26 27