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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
701
Zions Bancorporation
Utah
$3.23M +$806K +17,979 +33%
ST
702
Smithfield Trust
Pennsylvania
$3.22M +$8.97K +200 +0.3%
RC
703
Roundview Capital
New Jersey
$3.21M +$3.5K +78 +0.1%
SWP
704
Stratos Wealth Partners
Ohio
$3.21M +$226K +5,049 +8%
CCA
705
Checchi Capital Advisers
California
$3.2M -$108K -2,406 -3%
AT
706
Arden Trust
Delaware
$3.18M -$266K -5,931 -8%
NAM
707
NTV Asset Management
West Virginia
$3.18M +$83.3K +1,857 +3%
WCM
708
Weik Capital Management
Pennsylvania
$3.17M -$144K -3,204 -4%
FMW
709
Farr Miller & Washington
District of Columbia
$3.17M +$129K +2,877 +4%
BIM
710
Bridgecreek Investment Management
Oklahoma
$3.17M – – –
BHBT
711
Burke & Herbert Bank & Trust
Virginia
$3.16M -$229K -5,100 -7%
ECM
712
Elgethun Capital Management
South Dakota
$3.14M +$67.8K +1,511 +2%
BRWA
713
B. Riley Wealth Advisors
Florida
$3.12M +$71.2K +1,586 +2%
NMIFOAC
714
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.12M – – –
TSS
715
Thomas Story & Son
Indiana
$3.12M -$1.25M -27,975 -29%
BOTW
716
Bank of the West
California
$3.09M -$34.4K -766 -1%
NEAM
717
New England Asset Management
Connecticut
$3.07M -$67.3K -1,500 -2%
NFA
718
Nuveen Fund Advisors
Illinois
$3.07M +$213K +4,745 +7%
AIM
719
Anchor Investment Management
South Carolina
$3.07M -$27.5K -613 -0.9%
BC
720
Brinker Capital
Pennsylvania
$3.07M +$1.17M +26,067 +62%
OA
721
Outfitter Advisors
Virginia
$3.06M -$101K -2,250 -3%
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$3.05M -$140K -3,127 -4%
VAM
723
Visionary Asset Management
Texas
$3.04M -$80K -1,783 -3%
KFC
724
Klingenstein Fields & Co
New York
$3.03M -$18.7K -416 -0.6%
SCM
725
Shelton Capital Management
Colorado
$3.01M -$394K -8,783 -12%
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