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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 %
LM
701
Lincluden Management
Ontario, Canada
$3.28M +$62.8K +1,385 +2%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$3.28M +$405K +8,943 +14%
TI
703
Tyrian Investments
New York
$3.28M +$3.28M +72,300 New
RFWA
704
RPg Family Wealth Advisory
Massachusetts
$3.22M +$3.35K +74 +0.1%
BIM
705
Bridgecreek Investment Management
Oklahoma
$3.2M – – –
IFAM
706
Institutional & Family Asset Management
Colorado
$3.19M +$302K +6,665 +10%
DIA
707
Denver Investment Advisors
Colorado
$3.18M -$104K -2,285 -3%
WAM
708
Wealthspire Advisors (Maryland)
Maryland
$3.17M -$134K -2,954 -4%
JC
709
Jacobs & Co
California
$3.17M -$247K -5,460 -7%
SPC
710
Sigma Planning Corp
Michigan
$3.17M +$60.7K +1,340 +2%
CCA
711
Checchi Capital Advisers
California
$3.16M +$43.8K +967 +1%
NMIFOAC
712
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.16M – – –
LNWWM
713
Laird Norton Wetherby Wealth Management
California
$3.15M +$75.3K +1,660 +2%
B
714
BancorpSouth
Mississippi
$3.14M +$60.4K +1,333 +2%
BCCM
715
Bridge Creek Capital Management
Massachusetts
$3.13M -$218K -4,806 -7%
NB
716
Nicolet Bankshares
Wisconsin
$3.12M -$1.86K -41 -0.1%
FNB
717
First Niagara Bank
New York
$3.12M -$11.3K -250 -0.4%
HA
718
Hamel Associates
New Jersey
$3.11M – – –
PFS
719
Physicians Financial Services
North Carolina
$3.11M +$44.8K +988 +1%
AIM
720
Anchor Investment Management
South Carolina
$3.08M +$88.6K +1,955 +3%
MBT
721
Montecito Bank & Trust
California
$3.08M +$36.7K +809 +1%
HCM
722
Howland Capital Management
Massachusetts
$3.08M -$18.1K -400 -0.6%
KPCM
723
Kings Point Capital Management
New York
$3.07M +$45 +1 +0%
FMW
724
Farr Miller & Washington
District of Columbia
$3.05M +$330K +7,284 +12%
RBA
725
Richard Bernstein Advisors
New York
$3.03M – – –
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