KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
701
Level Four Advisory Services
Texas
$2.93M +$1.36M +31,951 +87%
ECM
702
Elgethun Capital Management
South Dakota
$2.9M +$1.06M +24,959 +57%
ECM
703
ETrade Capital Management
Virginia
$2.9M -$191K -4,510 -6%
BFM
704
Boston Financial Management
Massachusetts
$2.89M -$161K -3,798 -5%
FNBOO
705
First National Bank of Omaha
Nebraska
$2.89M +$195K +4,600 +7%
KFC
706
Klingenstein Fields & Co
New York
$2.89M -$806 -19 -0%
BRWA
707
B. Riley Wealth Advisors
Florida
$2.89M +$59.3K +1,397 +2%
FMW
708
Farr Miller & Washington
District of Columbia
$2.88M -$32.3K -761 -1%
PFS
709
Physicians Financial Services
North Carolina
$2.87M -$129K -3,032 -4%
KPCM
710
Kings Point Capital Management
New York
$2.87M – – –
WS
711
Wedbush Securities
California
$2.86M +$147K +3,466 +5%
HA
712
Hamel Associates
New Jersey
$2.85M – – –
LDB
713
Lee, Danner & Bass
Tennessee
$2.84M -$326K -7,677 -10%
DIA
714
Denver Investment Advisors
Colorado
$2.84M -$140K -3,300 -5%
EM
715
Excalibur Management
Massachusetts
$2.84M +$421K +9,910 +17%
IA
716
Icon Advisers
Colorado
$2.84M – – –
BONST
717
Bank of Nova Scotia Trust
Ontario, Canada
$2.83M +$103K +2,421 +4%
SWP
718
Stratos Wealth Partners
Ohio
$2.82M +$299K +7,054 +12%
TBNY
719
Trustco Bank (New York)
New York
$2.82M -$42.4K -1,000 -1%
AIM
720
Allen Investment Management
New York
$2.82M +$50.9K +1,200 +2%
AO
721
Allen Operations
New York
$2.8M – – –
JWM
722
Jackson Wealth Management
Florida
$2.8M +$120K +2,813 +4%
HCM
723
Howland Capital Management
Massachusetts
$2.78M -$26.6K -626 -0.9%
LA
724
LVW Advisors
New York
$2.76M -$66.6K -1,568 -2%
SBL
725
Sargent Bickham Lagudis
Colorado
$2.76M +$35.7K +840 +1%
27 28
29
30 31