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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 %
TCOV
651
Trust Company of Vermont
Vermont
$3.48M -$30K -724 -0.9%
BRM
652
Boston Research & Management
Massachusetts
$3.47M +$59.7K +1,440 +2%
TFA
653
Toth Financial Advisory
Virginia
$3.46M -$122K -2,934 -3%
PI
654
Putnam Investments
Massachusetts
$3.45M -$2M -48,161 -37%
RG
655
Rikoon Group
New Mexico
$3.45M +$3.45M +84,898 New
DLA
656
Douglas Lane & Associates
New York
$3.42M -$793K -19,134 -19%
DBT
657
Dubuque Bank & Trust
Iowa
$3.39M +$644K +15,528 +23%
CCM
658
Condor Capital Management
New Jersey
$3.38M +$5.18K +125 +0.2%
VHAM
659
Van Hulzen Asset Management
California
$3.38M +$46K +1,110 +1%
Boston Partners
660
Boston Partners
Massachusetts
$3.37M – – –
BOTW
661
Bank of the West
California
$3.37M +$22.6K +544 +0.7%
CCMINC
662
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.34M +$27.2K +657 +0.8%
CSIC
663
Clifford Swan Investment Counsel
California
$3.32M +$5.18K +125 +0.2%
UR
664
USCA RIA
Texas
$3.31M +$659K +15,895 +25%
TCM
665
Tufton Capital Management
Maryland
$3.3M -$2.57K -62 -0.1%
VKH
666
Virtu KCG Holdings
New York
$3.3M +$1.34M +32,328 +69%
Pacer Advisors
667
Pacer Advisors
Pennsylvania
$3.26M -$60.4K -1,456 -2%
CCP
668
Corient Capital Partners
California
$3.25M -$2.33M -56,274 -42%
B
669
BancorpSouth
Mississippi
$3.22M +$247K +5,956 +8%
RB
670
Rodgers Brothers
Pennsylvania
$3.2M +$19K +458 +0.6%
MCA
671
Mercer Capital Advisers
New Jersey
$3.2M -$105K -2,541 -3%
NFG
672
Next Financial Group
Texas
$3.19M -$115K -2,784 -3%
NAMA
673
Nikko Asset Management Americas
New York
$3.17M +$1.51M +36,400 +91%
WCM
674
Weik Capital Management
Pennsylvania
$3.14M -$143K -3,460 -4%
MDCM
675
Morgan Dempsey Capital Management
Wisconsin
$3.14M +$473K +11,397 +18%
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