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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 %
PGIM
676
Pacific Global Investment Management
California
$3.13M +$8.67K +209 +0.3%
DWM
677
Destination Wealth Management
California
$3.13M +$484K +11,668 +18%
AIS
678
Accurate Investment Solutions
Pennsylvania
$3.13M +$296K +7,130 +10%
RC
679
Roundview Capital
New Jersey
$3.12M +$90.4K +2,180 +3%
SFFS
680
Stonehage Fleming Financial Services
Jersey
$3.12M -$6.93M -166,004 -69%
FPA
681
Fieldpoint Private Advisors
New York
$3.12M -$2.07K -50 -0.1%
BHBT
682
Burke & Herbert Bank & Trust
Virginia
$3.11M -$5.27K -127 -0.2%
BPM
683
Bronson Point Management
Connecticut
$3.11M +$1.5M +36,200 +93%
LDB
684
Lee, Danner & Bass
Tennessee
$3.1M -$43.4K -1,046 -1%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$3.07M +$135K +3,254 +5%
FAAS
686
First Allied Advisory Services
California
$3.07M +$452K +10,892 +17%
PFS
687
Physicians Financial Services
North Carolina
$3.06M +$17.4K +400 +0.6%
SCM
688
Shelton Capital Management
Colorado
$3.05M -$552K -13,317 -15%
WSTAM
689
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M +$417K +10,055 +16%
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$3.03M -$96.7K -2,333 -3%
FMBTD
691
First Midwest Bank Trust Division
Illinois
$3.02M +$33.2K +800 +1%
ECM
692
ETrade Capital Management
Virginia
$3.02M +$1M +24,240 +50%
OA
693
Outfitter Advisors
Virginia
$3.01M -$122K -2,950 -4%
RAM
694
Roanoke Asset Management
New Jersey
$2.99M -$59.3K -1,430 -2%
BFM
695
Boston Financial Management
Massachusetts
$2.98M -$80.6K -1,945 -3%
BCCM
696
Bridge Creek Capital Management
Massachusetts
$2.98M -$16.6K -400 -0.6%
AI
697
Atria Investments
North Carolina
$2.96M +$1.01M +24,347 +52%
Walleye Trading
698
Walleye Trading
New York
$2.95M +$2.95M +71,193 New
WC
699
Woodstock Corp
Massachusetts
$2.95M -$7.63K -184 -0.3%
BIM
700
Bridgecreek Investment Management
Oklahoma
$2.93M – – –
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