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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 %
HKIM
626
Hayek Kallen Investment Management
Alabama
$3.74M -$72.7K -1,754 -2%
ACM
627
Azimuth Capital Management
Michigan
$3.74M +$2.07K +50 +0.1%
AT
628
Arden Trust
Delaware
$3.73M -$119K -2,882 -3%
CA
629
Clearstead Advisors
Ohio
$3.73M +$3.73M +89,907 New
HA
630
Halsey Associates
Connecticut
$3.7M -$16.6K -400 -0.4%
WSFS
631
Wilmington Savings Fund Society
Delaware
$3.7M +$270K +6,509 +8%
LCP
632
Legacy Capital Partners
Wisconsin
$3.68M -$16.6K -400 -0.4%
CCG
633
Chatham Capital Group
Georgia
$3.68M +$108K +2,616 +3%
LPL Financial
634
LPL Financial
California
$3.67M +$312K +7,470 +9%
FBP
635
Flippin Bruce & Porter
Virginia
$3.66M +$228K +5,499 +7%
PL
636
Parkwood LLC
Ohio
$3.66M +$598K +14,420 +20%
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.65M +$132K +3,185 +4%
SYBT
638
Stock Yards Bank & Trust
Kentucky
$3.65M -$315K -7,600 -8%
ADBIC
639
A.D. Beadell Investment Counsel
Wisconsin
$3.64M +$2.07K +50 +0.1%
FBT
640
First Bankers Trust
Kentucky
$3.64M +$577K +13,909 +19%
RC
641
Reik & Co
New York
$3.62M -$1.66K -40 -0%
VCM
642
Violich Capital Management
California
$3.61M -$69.6K -1,688 -2%
LA
643
Lynch & Associates
Indiana
$3.6M -$105K -2,527 -3%
HIC
644
Harvey Investment Company
Kentucky
$3.59M – – –
NRS
645
Neville Rodie & Shaw
New York
$3.57M -$65.3K -1,575 -2%
CAM
646
Columbia Asset Management
Michigan
$3.55M +$9.04K +218 +0.3%
TRCT
647
Tower Research Capital (TRC)
New York
$3.51M +$3.34M +80,465 +1,929%
UF
648
Univest Financial
Pennsylvania
$3.5M -$129K -3,113 -4%
SFS
649
Sowell Financial Services
Arkansas
$3.49M +$3.49M +86,059 New
HSA
650
HBK Sorce Advisory
Pennsylvania
$3.48M +$68.5K +1,652 +2%
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