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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
676
Lee, Danner & Bass
Tennessee
$3.6M – – –
WG
677
Winton Group
United Kingdom
$3.6M +$3.6M +79,492 New
ACI
678
Alpha Cubed Investments
California
$3.6M -$37.4K -826 -1%
BONST
679
Bank of Nova Scotia Trust
Ontario, Canada
$3.58M -$91 -2 -0%
ZB
680
Zions Bancorporation
Utah
$3.55M +$380K +8,357 +12%
FBP
681
Flippin Bruce & Porter
Virginia
$3.54M +$200K +4,408 +6%
VKH
682
Virtu KCG Holdings
New York
$3.54M +$964K +21,272 +37%
CCMINC
683
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.53M -$17.4K -384 -0.5%
CSIC
684
Clifford Swan Investment Counsel
California
$3.53M -$187K -4,129 -5%
RB
685
Rodgers Brothers
Pennsylvania
$3.46M -$2.13K -47 -0.1%
PGIM
686
Pacific Global Investment Management
California
$3.44M +$15.1K +334 +0.4%
BFM
687
Boston Financial Management
Massachusetts
$3.44M +$121K +2,671 +4%
PGFC
688
Peapack-Gladstone Financial Corp
New Jersey
$3.43M +$7.93K +175 +0.2%
RAM
689
Roanoke Asset Management
New Jersey
$3.41M -$7.39K -163 -0.2%
FPA
690
Fieldpoint Private Advisors
New York
$3.41M -$3.17K -70 -0.1%
OA
691
Outfitter Advisors
Virginia
$3.39M -$18.1K -400 -0.5%
BHBT
692
Burke & Herbert Bank & Trust
Virginia
$3.38M -$45.5K -1,004 -1%
RCG
693
Ruane, Cunniff & Goldfarb
New York
$3.38M -$7.43M -163,965 -69%
Jennison Associates
694
Jennison Associates
New York
$3.36M -$44.1M -973,246 -93%
FBT
695
First Bankers Trust
Kentucky
$3.34M -$826K -18,225 -20%
FAAS
696
First Allied Advisory Services
California
$3.34M +$10.1K +222 +0.3%
GWM
697
Geneos Wealth Management
Colorado
$3.34M -$35.5K -787 -1%
WC
698
Woodstock Corp
Massachusetts
$3.33M -$54.4K -1,200 -2%
RC
699
Roundview Capital
New Jersey
$3.3M -$9.75K -215 -0.3%
TBNY
700
Trustco Bank (New York)
New York
$3.28M -$63.4K -1,398 -2%
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