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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 %
BSPF
626
British Steel Pension Fund
United Kingdom
$4.06M – – –
BFO
627
Boston Family Office
Massachusetts
$4.05M -$16.9K -377 -0.4%
CSIC
628
Clifford Swan Investment Counsel
California
$4.05M +$208K +4,634 +5%
Pacer Advisors
629
Pacer Advisors
Pennsylvania
$4.02M +$310K +6,908 +8%
NB
630
NBT Bank
New York
$4.01M -$628 -14 -0%
SC
631
Schulhoff & Co
Ohio
$4.01M -$15.1K -337 -0.4%
SPIA
632
Steward Partners Investment Advisory
New York
$4.01M +$796K +17,758 +25%
HKIM
633
Hayek Kallen Investment Management
Alabama
$4.01M -$17.8K -397 -0.4%
ACM
634
Azimuth Capital Management
Michigan
$4M -$44.8K -1,000 -1%
RB
635
Rodgers Brothers
Pennsylvania
$4M -$4.44K -99 -0.1%
GCA
636
Greenwood Capital Associates
South Carolina
$3.99M +$105K +2,341 +3%
LCP
637
Legacy Capital Partners
Wisconsin
$3.98M -$79.3K -1,767 -2%
CCM
638
Chickasaw Capital Management
Tennessee
$3.98M -$1.79K -40 -0%
IC
639
InterOcean Capital
Illinois
$3.97M -$217K -4,830 -5%
CCG
640
Chatham Capital Group
Georgia
$3.96M -$161K -3,590 -4%
LA
641
Lynch & Associates
Indiana
$3.95M +$117K +2,607 +3%
QSS
642
Quantitative Systematic Strategies
Florida
$3.94M -$502K -11,179 -11%
CFG
643
Citizens Financial Group
Rhode Island
$3.94M -$73.3K -1,635 -2%
UF
644
Univest Financial
Pennsylvania
$3.93M +$11.3K +251 +0.3%
HSA
645
HBK Sorce Advisory
Pennsylvania
$3.93M +$3.93M +87,626 New
PPSG
646
Princeton Portfolio Strategies Group
New Jersey
$3.92M -$169K -3,773 -4%
RC
647
Reik & Co
New York
$3.89M – – –
SYBT
648
Stock Yards Bank & Trust
Kentucky
$3.89M -$21.4K -478 -0.5%
HIC
649
Harvey Investment Company
Kentucky
$3.87M -$26.9K -600 -0.7%
W
650
Wealthfront
California
$3.87M +$1.43M +31,946 +59%
24 25
26
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