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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
676
Birch Hill Investment Advisors
Massachusetts
$3.61M -$187K -4,176 -5%
WG
677
Welch Group
Alabama
$3.61M +$795K +17,727 +28%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$3.56M +$379K +8,441 +12%
SBIA
679
Sheaff Brock Investment Advisors
Indiana
$3.55M -$30.9K -689 -0.9%
JG
680
Jefferies Group
New York
$3.54M +$3.31M +73,857 +1,481%
TFA
681
Toth Financial Advisory
Virginia
$3.52M -$90.5K -2,017 -3%
NRS
682
Neville Rodie & Shaw
New York
$3.52M -$125K -2,780 -3%
BOCM
683
Bontempo Ohly Capital Management
Maryland
$3.5M -$47K -1,049 -1%
CO
684
Caldwell & Orkin
Georgia
$3.48M +$3.48M +77,475 New
AWM
685
AE Wealth Management
Kansas
$3.45M +$1.03M +23,010 +43%
PI
686
PineBridge Investments
New York
$3.42M +$1.89M +42,141 +124%
NEI
687
Northwest & Ethical Investments
Ontario, Canada
$3.37M -$1.61M -35,800 -32%
HC
688
Hampstead Capital
United Kingdom
$3.36M +$3.36M +75,000 New
OAM
689
Oppenheimer Asset Management
New York
$3.36M +$550K +12,267 +20%
IT
690
Independence Trust
Tennessee
$3.36M +$136K +3,040 +4%
JWM
691
Jackson Wealth Management
Florida
$3.35M +$356K +7,781 +12%
MAA
692
Matrix Asset Advisors
New York
$3.35M -$19.4K -432 -0.6%
MCA
693
Mercer Capital Advisers
New Jersey
$3.32M -$15.5K -345 -0.5%
TMAM
694
Tokio Marine Asset Management
Japan
$3.29M +$618K +13,783 +23%
GWM
695
Geneos Wealth Management
Colorado
$3.29M -$302K -6,723 -8%
Citadel Advisors
696
Citadel Advisors
Florida
$3.27M +$3.27M +72,843 New
LNWWM
697
Laird Norton Wetherby Wealth Management
California
$3.25M -$66.1K -1,474 -2%
BCCM
698
Bridge Creek Capital Management
Massachusetts
$3.25M -$29.2K -650 -0.9%
PL
699
Parkwood LLC
Ohio
$3.25M -$532K -11,874 -14%
WSTAM
700
Wilbanks Smith & Thomas Asset Management
Virginia
$3.24M -$48.4K -1,080 -1%
26 27
28
29 30