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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
651
Van Hulzen Asset Management
California
$3.4M +$698K +16,503 +26%
Pacer Advisors
652
Pacer Advisors
Pennsylvania
$3.39M -$31.1K -736 -0.9%
CSIC
653
Clifford Swan Investment Counsel
California
$3.38M +$85.1K +2,010 +3%
CCMINC
654
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.38M +$80.4K +1,899 +2%
LPL Financial
655
LPL Financial
California
$3.38M +$1.9M +45,419 +129%
NFG
656
Next Financial Group
Texas
$3.38M +$1.34M +31,690 +66%
MCA
657
Mercer Capital Advisers
New Jersey
$3.37M -$18.7K -441 -0.6%
TCM
658
Tufton Capital Management
Maryland
$3.37M -$41.5K -980 -1%
WCM
659
Weik Capital Management
Pennsylvania
$3.35M -$28.9K -682 -0.9%
IFAM
660
Institutional & Family Asset Management
Colorado
$3.28M +$302K +7,147 +10%
RB
661
Rodgers Brothers
Pennsylvania
$3.25M +$15.4K +363 +0.5%
LDB
662
Lee, Danner & Bass
Tennessee
$3.2M -$161K -3,804 -5%
OA
663
Outfitter Advisors
Virginia
$3.2M +$33.9K +800 +1%
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$3.19M -$6.35K -150 -0.2%
PGIM
665
Pacific Global Investment Management
California
$3.19M -$19.8K -467 -0.6%
FPA
666
Fieldpoint Private Advisors
New York
$3.18M +$3.17K +75 +0.1%
BHBT
667
Burke & Herbert Bank & Trust
Virginia
$3.18M +$23.2K +548 +0.7%
Simplex Trading
668
Simplex Trading
Illinois
$3.17M +$840K +19,858 +36%
Capital Fund Management (CFM)
669
Capital Fund Management (CFM)
France
$3.17M +$2.76M +65,332 +691%
BFM
670
Boston Financial Management
Massachusetts
$3.13M -$79.1K -1,870 -2%
PL
671
Parkwood LLC
Ohio
$3.13M -$1.45M -34,320 -32%
FBT
672
First Bankers Trust
Kentucky
$3.12M +$466 +11 +0%
RAM
673
Roanoke Asset Management
New Jersey
$3.11M -$70.7K -1,670 -2%
LM
674
Lincluden Management
Ontario, Canada
$3.1M +$37K +875 +1%
RC
675
Roundview Capital
New Jersey
$3.09M +$9.94K +235 +0.3%
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