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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
726
BancorpSouth
Mississippi
$3.15M +$92K +1,983 +3%
KPCM
727
Kings Point Capital Management
New York
$3.14M -$30K -646 -0.9%
PFS
728
Physicians Financial Services
North Carolina
$3.13M +$9.46K +204 +0.3%
FTC
729
Farmers Trust Company
Ohio
$3.12M -$6.12K -132 -0.2%
MBT
730
Montecito Bank & Trust
California
$3.11M +$62K +1,336 +2%
RBA
731
Richard Bernstein Advisors
New York
$3.1M -$5.18M -111,582 -63%
ATC
732
Argent Trust Co
Tennessee
$3.08M -$17.9K -386 -0.6%
GWM
733
Gupta Wealth Management
California
$3.07M +$666K +14,352 +28%
AIM
734
Anchor Investment Management
South Carolina
$3.07M +$3.07M +66,089 New
GHA
735
GW Henssler & Associates
Georgia
$3.06M -$261K -5,634 -8%
AO
736
Allen Operations
New York
$3.06M – – –
JWBC
737
J.W. Burns & Co
New York
$3.05M -$22K -475 -0.7%
NSEDCP
738
NJ State Employees Deferred Compensation Plan
New Jersey
$3.04M – – –
AIM
739
Allen Investment Management
New York
$3.03M – – –
CTI
740
Community Trust & Investment
Kentucky
$3.02M +$18.6K +400 +0.6%
BIC
741
Beach Investment Counsel
Pennsylvania
$3.02M +$2.2M +47,525 +271%
WG
742
Welch Group
Alabama
$3.01M +$8.12K +175 +0.3%
LA
743
LVW Advisors
New York
$3.01M +$36.4K +784 +1%
IMOV
744
Investment Management of Virginia
Virginia
$3M -$122K -2,625 -4%
WSTAM
745
Wilbanks Smith & Thomas Asset Management
Virginia
$3M -$41.3K -891 -1%
TH
746
TCTC Holdings
Texas
$2.99M – – –
BCM
747
Bluefin Capital Management
New York
$2.98M -$4.98M -107,353 -63%
BCMO
748
Buckingham Capital Management (Ohio)
Ohio
$2.97M +$14.5K +313 +0.5%
NSAM
749
North Star Asset Management
Wisconsin
$2.97M +$207K +4,469 +7%
TCM
750
Tradition Capital Management
New Jersey
$2.97M -$287K -6,190 -9%
28 29
30
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