KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
651
Wolverine Trading
Illinois
$3.5M -$1.29M -30,228 -27%
VHAM
652
Van Hulzen Asset Management
California
$3.49M +$33.8K +796 +1%
TCM
653
Tufton Capital Management
Maryland
$3.47M +$90.1K +2,123 +3%
CA
654
Cornerstone Advisors
North Carolina
$3.47M +$509K +12,000 +17%
CCM
655
Condor Capital Management
New Jersey
$3.46M -$1.91K -45 -0.1%
NRS
656
Neville Rodie & Shaw
New York
$3.45M -$206K -4,857 -6%
PGIM
657
Pacific Global Investment Management
California
$3.43M +$225K +5,312 +7%
AIS
658
Accurate Investment Solutions
Pennsylvania
$3.42M +$222K +5,229 +7%
TFA
659
Toth Financial Advisory
Virginia
$3.42M -$127K -2,982 -4%
PI
660
Putnam Investments
Massachusetts
$3.41M -$119K -2,808 -3%
PAM
661
PVG Asset Management
Colorado
$3.41M +$3.41M +80,344 New
CCMINC
662
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.41M -$7.47K -176 -0.2%
GWM
663
Geneos Wealth Management
Colorado
$3.4M -$2.23M -52,651 -40%
SBIA
664
Sheaff Brock Investment Advisors
Indiana
$3.39M -$618K -14,555 -15%
BOCM
665
Bontempo Ohly Capital Management
Maryland
$3.35M +$3.35M +78,978 New
B
666
BancorpSouth
Mississippi
$3.33M +$32K +755 +1%
FAAS
667
First Allied Advisory Services
California
$3.3M +$138K +3,235 +4%
AT
668
Arden Trust
Delaware
$3.26M -$558K -13,138 -15%
SCM
669
Shelton Capital Management
Colorado
$3.22M +$99.7K +2,350 +3%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.21M -$530K -12,493 -14%
BHBT
671
Burke & Herbert Bank & Trust
Virginia
$3.2M +$19.9K +469 +0.6%
MAA
672
Matrix Asset Advisors
New York
$3.19M +$332K +7,834 +12%
BPM
673
Bronson Point Management
Connecticut
$3.18M – – –
MCA
674
Mercer Capital Advisers
New Jersey
$3.15M -$119K -2,805 -4%
FCBT
675
First Citizens Bank & Trust
North Carolina
$3.15M -$1.37M -32,307 -30%
25 26
27
28 29