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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
601
Benedict Financial Advisors
Georgia
$3.92M -$21.7K -511 -0.6%
ACM
602
Argyle Capital Management
Pennsylvania
$3.9M +$39.9K +940 +1%
CCG
603
Chatham Capital Group
Georgia
$3.9M +$138K +3,250 +4%
PPSG
604
Princeton Portfolio Strategies Group
New Jersey
$3.87M -$8.79K -207 -0.2%
ADBIC
605
A.D. Beadell Investment Counsel
Wisconsin
$3.86M +$136K +3,205 +4%
MDCM
606
Morgan Dempsey Capital Management
Wisconsin
$3.85M +$642K +15,136 +20%
BFO
607
Boston Family Office
Massachusetts
$3.85M -$40.3K -950 -1%
LCP
608
Legacy Capital Partners
Wisconsin
$3.84M +$80.3K +1,891 +2%
BSPF
609
British Steel Pension Fund
United Kingdom
$3.84M -$312K -7,351 -8%
DBT
610
Dubuque Bank & Trust
Iowa
$3.84M +$371K +8,735 +11%
CFA
611
Carroll Financial Associates
North Carolina
$3.83M -$650K -15,305 -14%
ACM
612
Azimuth Capital Management
Michigan
$3.83M +$5.6K +132 +0.1%
SC
613
Schulhoff & Co
Ohio
$3.81M -$159K -3,743 -4%
HKIM
614
Hayek Kallen Investment Management
Alabama
$3.81M -$17K -401 -0.4%
DWM
615
Destination Wealth Management
California
$3.8M +$594K +13,997 +19%
NB
616
NBT Bank
New York
$3.8M -$238K -5,610 -6%
CFG
617
Citizens Financial Group
Rhode Island
$3.79M -$356K -8,395 -9%
RB
618
Rodgers Brothers
Pennsylvania
$3.79M +$517K +12,175 +16%
QOP
619
Quinn Opportunity Partners
Virginia
$3.78M +$3.78M +89,000 New
CCM
620
Chickasaw Capital Management
Tennessee
$3.77M +$1.15M +27,055 +44%
HA
621
Halsey Associates
Connecticut
$3.76M -$27.2K -640 -0.7%
JPMIA
622
J.P. Marvel Investment Advisors
Massachusetts
$3.75M -$239K -5,642 -6%
LPL Financial
623
LPL Financial
California
$3.74M +$3.95K +93 +0.1%
UF
624
Univest Financial
Pennsylvania
$3.71M +$130K +3,067 +4%
Cerity Partners
625
Cerity Partners
New York
$3.7M +$3.7M +87,249 New
23 24
25
26 27