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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 %
WCM
676
Weik Capital Management
Pennsylvania
$3.14M -$78.5K -1,850 -2%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$3.14M -$9.93K -234 -0.3%
CCA
678
Checchi Capital Advisers
California
$3.13M +$167K +3,936 +6%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$3.11M -$5.3K -125 -0.2%
OI
680
Oakbrook Investments
Illinois
$3.1M -$4.98M -117,360 -62%
BCCM
681
Bridge Creek Capital Management
Massachusetts
$3.1M +$49.9K +1,175 +2%
Massachusetts Financial Services
682
Massachusetts Financial Services
Massachusetts
$3.06M -$18.4M -433,146 -86%
DLA
683
Douglas Lane & Associates
New York
$3.06M -$443K -10,427 -13%
IT
684
Independence Trust
Tennessee
$3.05M +$805K +18,980 +36%
SPIA
685
Steward Partners Investment Advisory
New York
$3.04M +$3.04M +71,693 New
RC
686
Roundview Capital
New Jersey
$3.04M -$156K -3,680 -5%
ST
687
Smithfield Trust
Pennsylvania
$3.04M +$1.44M +34,008 +91%
PGFC
688
Peapack-Gladstone Financial Corp
New Jersey
$3.02M -$84K -1,980 -3%
WAM
689
Wealthspire Advisors (Maryland)
Maryland
$3.01M +$269K +6,350 +10%
BIM
690
Bridgecreek Investment Management
Oklahoma
$3M – – –
OA
691
Outfitter Advisors
Virginia
$2.99M -$85.7K -2,020 -3%
FMBTD
692
First Midwest Bank Trust Division
Illinois
$2.98M -$112K -2,645 -4%
JSL
693
JT Stratford LLC
Georgia
$2.97M +$1.75M +41,278 +143%
NEAM
694
New England Asset Management
Connecticut
$2.97M +$534K +12,590 +22%
IRF
695
IBM Retirement Fund
New York
$2.96M -$16.7M -310,901 -85%
VAM
696
Visionary Asset Management
Texas
$2.96M +$211K +4,971 +8%
NMIFOAC
697
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.95M – – –
BOTW
698
Bank of the West
California
$2.95M -$499K -11,763 -14%
AIM
699
Anchor Investment Management
South Carolina
$2.93M +$30.7K +723 +1%
NAM
700
NTV Asset Management
West Virginia
$2.93M +$50.9K +1,200 +2%
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