KO icon

Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
676
Weik Capital Management
Pennsylvania
$3.77M -$95.1K -2,050 -2%
RT
677
Rockland Trust
Massachusetts
$3.74M +$375K +8,093 +11%
CHC
678
City Holding Co
West Virginia
$3.73M -$47.5K -1,025 -1%
ACI
679
Alpha Cubed Investments
California
$3.72M -$243K -5,227 -6%
CIP
680
Chartwell Investment Partners
Pennsylvania
$3.72M +$102K +2,190 +3%
BONST
681
Bank of Nova Scotia Trust
Ontario, Canada
$3.66M -$79.6K -1,716 -2%
RS
682
Robeco Schweiz
Switzerland
$3.64M +$61.7K +1,325 +2%
CCMINC
683
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.63M +$4.64K +100 +0.1%
BCM
684
Brookstone Capital Management
Illinois
$3.58M +$2.75M +59,375 +332%
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.56M +$1.6M +34,561 +82%
RB
686
Rodgers Brothers
Pennsylvania
$3.54M +$58K +1,250 +2%
LDB
687
Lee, Danner & Bass
Tennessee
$3.54M -$8.42K -189 -0.2%
SFS
688
Strategic Financial Services
New York
$3.54M +$90K +1,940 +3%
BHBT
689
Burke & Herbert Bank & Trust
Virginia
$3.51M -$3.2K -69 -0.1%
PGIM
690
Pacific Global Investment Management
California
$3.5M -$23.1K -498 -0.7%
JC
691
Jacobs & Co
California
$3.5M -$60.1K -1,296 -2%
RAM
692
Roanoke Asset Management
New Jersey
$3.5M +$1.06M +22,875 +44%
GWM
693
Geneos Wealth Management
Colorado
$3.5M +$3.5M +74,724 New
PGFC
694
Peapack-Gladstone Financial Corp
New Jersey
$3.5M +$31.1K +670 +0.9%
OA
695
Outfitter Advisors
Virginia
$3.48M – – –
MAA
696
Mraz Amerine & Associates
California
$3.48M -$6.36K -137 -0.2%
WC
697
Woodstock Corp
Massachusetts
$3.47M -$47.8K -1,030 -1%
CII
698
Capital International Inc
California
$3.44M -$2.02M -43,600 -37%
BCCM
699
Bridge Creek Capital Management
Massachusetts
$3.43M – – –
TBNY
700
Trustco Bank (New York)
New York
$3.42M -$174K -3,750 -5%
26 27
28
29 30