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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGI
601
River Global Investors
United Kingdom
$4.4M +$130K +2,890 +3%
FBP
602
Flippin Bruce & Porter
Virginia
$4.4M +$76.5K +1,705 +2%
QOP
603
Quinn Opportunity Partners
Virginia
$4.37M +$381K +8,500 +10%
QIM
604
Quest Investment Management
Oregon
$4.37M +$141K +3,138 +3%
MPM
605
Meritage Portfolio Management
Kansas
$4.34M +$12.6K +282 +0.3%
JPMIA
606
J.P. Marvel Investment Advisors
Massachusetts
$4.32M +$356K +7,930 +9%
UBG
607
United Bank (Georgia)
Georgia
$4.32M -$347K -7,727 -7%
MDCM
608
Morgan Dempsey Capital Management
Wisconsin
$4.31M +$235K +5,238 +6%
FGP
609
Foyston, Gordon, & Payne
Ontario, Canada
$4.2M – – –
CA
610
Clearstead Advisors
Ohio
$4.2M +$18.5K +412 +0.4%
GIA
611
Granite Investment Advisors
New Hampshire
$4.19M -$2.71M -59,923 -39%
DWM
612
Destination Wealth Management
California
$4.19M +$171K +3,802 +4%
BFA
613
Benedict Financial Advisors
Georgia
$4.18M +$23K +511 +0.6%
VV
614
Verity & Verity
South Carolina
$4.18M -$181K -4,031 -4%
FAAS
615
First Allied Advisory Services
California
$4.18M +$729K +16,298 +21%
CAM
616
Columbia Asset Management
Michigan
$4.15M +$273K +6,078 +7%
SAM
617
Shikiar Asset Management
New York
$4.13M +$4.13M +92,156 New
CMBA
618
C.M. Bidwell & Associates
Hawaii
$4.13M +$4.13M +92,050 New
ACM
619
Argyle Capital Management
Pennsylvania
$4.12M – – –
AI
620
Atria Investments
North Carolina
$4.11M +$214K +4,764 +5%
CC
621
Cognios Capital
Kansas
$4.09M +$2.3M +51,243 +128%
FMBTD
622
First Midwest Bank Trust Division
Illinois
$4.09M +$938K +20,899 +30%
ADBIC
623
A.D. Beadell Investment Counsel
Wisconsin
$4.09M +$6.73K +150 +0.2%
ECM
624
ETrade Capital Management
Virginia
$4.08M +$1.02M +22,741 +33%
Macquarie Group
625
Macquarie Group
Australia
$4.07M -$1.35M -30,036 -25%
23 24
25
26 27