KO icon

Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
676
Northwest & Ethical Investments
Ontario, Canada
$3.48M +$94.5K +2,100 +3%
HC
677
Hampstead Capital
United Kingdom
$3.47M +$90K +2,000 +3%
NRS
678
Neville Rodie & Shaw
New York
$3.46M -$67.5K -1,500 -2%
BPC
679
Banque Pictet & Cie
Switzerland
$3.46M -$315K -7,000 -8%
TFA
680
Toth Financial Advisory
Virginia
$3.46M -$73K -1,621 -2%
FCBT
681
First Citizens Bank & Trust
North Carolina
$3.45M -$238K -5,287 -6%
MAA
682
Matrix Asset Advisors
New York
$3.42M +$61.2K +1,359 +2%
GH
683
GAM Holding
Switzerland
$3.39M -$34.1M -756,648 -91%
WSFS
684
Wilmington Savings Fund Society
Delaware
$3.37M -$486K -10,791 -13%
WCM
685
Weik Capital Management
Pennsylvania
$3.36M +$179K +3,982 +6%
WWM
686
Willingdon Wealth Management
North Carolina
$3.35M +$3.35M +74,361 New
WAM
687
Wealthspire Advisors (Maryland)
Maryland
$3.32M -$245K -5,438 -7%
MCA
688
Mercer Capital Advisers
New Jersey
$3.32M -$5.4K -120 -0.2%
IT
689
Independence Trust
Tennessee
$3.31M -$60.1K -1,335 -2%
AP
690
AHL Partners
United Kingdom
$3.31M -$2.41M -53,447 -42%
OAM
691
Oppenheimer Asset Management
New York
$3.3M -$68.6K -1,524 -2%
GWM
692
Geneos Wealth Management
Colorado
$3.29M -$4.23K -94 -0.1%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$3.29M +$34.1K +758 +1%
OAC
694
OMERS Administration Corp
Ontario, Canada
$3.28M +$1.52M +33,700 +86%
BSPF
695
British Steel Pension Fund
United Kingdom
$3.26M -$810K -18,004 -20%
ST
696
Smithfield Trust
Pennsylvania
$3.22M -$4.95K -110 -0.2%
SWP
697
Stratos Wealth Partners
Ohio
$3.2M -$16.8K -373 -0.5%
RC
698
Roundview Capital
New Jersey
$3.19M -$32.4K -720 -1%
SBH
699
Segall Bryant & Hamill
Illinois
$3.19M +$172K +3,819 +6%
BCCM
700
Bridge Creek Capital Management
Massachusetts
$3.18M -$78.8K -1,750 -2%
26 27
28
29 30