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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
701
Nicolet Bankshares
Wisconsin
$2.93M +$73.8K +1,781 +3%
FAM
702
Fred Alger Management
New York
$2.92M -$9.7K -234 -0.3%
DIA
703
Denver Investment Advisors
Colorado
$2.91M -$38.2K -922 -1%
CCA
704
Checchi Capital Advisers
California
$2.89M +$10.4K +252 +0.4%
CA
705
Cornerstone Advisors
North Carolina
$2.89M +$2.89M +69,643 New
NMIFOAC
706
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.89M – – –
FMW
707
Farr Miller & Washington
District of Columbia
$2.84M +$32.3K +780 +1%
AIM
708
Anchor Investment Management
South Carolina
$2.83M +$19.4K +468 +0.7%
PTC
709
Private Trust Company
Ohio
$2.83M +$83.4K +2,013 +3%
ZB
710
Zions Bancorporation
Utah
$2.82M -$16.5K -399 -0.6%
KFC
711
Klingenstein Fields & Co
New York
$2.82M -$570K -13,756 -17%
NAM
712
NTV Asset Management
West Virginia
$2.81M -$12.3K -296 -0.4%
JC
713
Jacobs & Co
California
$2.81M -$10.4K -250 -0.4%
KPCM
714
Kings Point Capital Management
New York
$2.8M -$9.95K -240 -0.4%
TBNY
715
Trustco Bank (New York)
New York
$2.8M -$182K -4,400 -6%
MAA
716
Matrix Asset Advisors
New York
$2.79M +$1.15M +27,733 +70%
HA
717
Hamel Associates
New Jersey
$2.79M -$70.2K -1,695 -2%
MBT
718
Montecito Bank & Trust
California
$2.77M -$45.2K -1,091 -2%
IA
719
Icon Advisers
Colorado
$2.77M – – –
RBA
720
Richard Bernstein Advisors
New York
$2.77M – – –
BRWA
721
B. Riley Wealth Advisors
Florida
$2.76M -$357K -8,612 -11%
LA
722
LVW Advisors
New York
$2.76M +$78.8K +1,900 +3%
SSWM
723
Smith Salley Wealth Management
North Carolina
$2.76M +$66.3K +1,598 +2%
HCM
724
Howland Capital Management
Massachusetts
$2.74M +$19.8K +478 +0.7%
AO
725
Allen Operations
New York
$2.73M – – –
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