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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
701
Zions Bancorporation
Utah
$2.87M -$401K -9,572 -12%
AIM
702
Anchor Investment Management
South Carolina
$2.87M -$8.68K -205 -0.3%
KPCM
703
Kings Point Capital Management
New York
$2.87M – – –
FMW
704
Farr Miller & Washington
District of Columbia
$2.87M +$17.4K +411 +0.6%
HAM
705
Highstreet Asset Management
Ontario, Canada
$2.85M +$74.3K +1,756 +3%
JWBC
706
J.W. Burns & Co
New York
$2.84M +$48.3K +1,141 +2%
WAM
707
Wealthspire Advisors (Maryland)
Maryland
$2.83M -$131K -3,095 -4%
IA
708
Icon Advisers
Colorado
$2.83M +$952K +22,500 +51%
RBA
709
Richard Bernstein Advisors
New York
$2.83M – – –
PWPCM
710
Perella Weinberg Partners Capital Management
New York
$2.81M +$2.81M +66,485 New
SBH
711
Segall Bryant & Hamill
Illinois
$2.81M -$720K -17,009 -20%
PTC
712
Private Trust Company
Ohio
$2.81M +$307K +7,261 +12%
DBT
713
Dubuque Bank & Trust
Iowa
$2.8M +$602K +14,218 +27%
AO
714
Allen Operations
New York
$2.79M – – –
PWAP
715
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.79M +$320K +7,567 +13%
PRS
716
Pinkerton Retirement Specialists
Idaho
$2.78M +$277K +5,784 +11%
HCM
717
Howland Capital Management
Massachusetts
$2.78M -$94.9K -2,243 -3%
GHA
718
GW Henssler & Associates
Georgia
$2.78M +$33.2K +784 +1%
WG
719
Welch Group
Alabama
$2.77M +$849K +20,065 +44%
ATC
720
Argent Trust Co
Tennessee
$2.76M +$29.9K +707 +1%
AIM
721
Allen Investment Management
New York
$2.76M – – –
NSEDCP
722
NJ State Employees Deferred Compensation Plan
New Jersey
$2.75M – – –
SSWM
723
Smith Salley Wealth Management
North Carolina
$2.75M +$200K +4,722 +8%
BCMO
724
Buckingham Capital Management (Ohio)
Ohio
$2.74M +$4.87K +115 +0.2%
BAM
725
Barrett Asset Management
New York
$2.74M +$8.47K +200 +0.3%
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