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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 %
LA
726
LVW Advisors
New York
$2.74M +$144K +3,408 +6%
CTI
727
Community Trust & Investment
Kentucky
$2.73M +$254 +6 +0%
TH
728
TCTC Holdings
Texas
$2.72M – – –
MDCM
729
Morgan Dempsey Capital Management
Wisconsin
$2.72M +$544K +12,853 +25%
DWM
730
Destination Wealth Management
California
$2.7M +$819K +19,357 +43%
NSAM
731
North Star Asset Management
Wisconsin
$2.7M -$2.75K -65 -0.1%
UR
732
USCA RIA
Texas
$2.7M +$179K +4,241 +7%
PFM
733
Parsec Financial Management
North Carolina
$2.7M -$1.34M -31,628 -33%
IMOV
734
Investment Management of Virginia
Virginia
$2.69M -$40.2K -950 -1%
CCM
735
Chickasaw Capital Management
Tennessee
$2.69M – – –
FNBOO
736
First National Bank of Omaha
Nebraska
$2.69M -$41.5K -980 -2%
WSTAM
737
Wilbanks Smith & Thomas Asset Management
Virginia
$2.68M -$32.6K -771 -1%
FAAS
738
First Allied Advisory Services
California
$2.67M -$427K -10,097 -14%
JWM
739
Jackson Wealth Management
Florida
$2.67M +$42.6K +1,016 +2%
OPTFSNA
740
Old Point Trust & Financial Services N A
Virginia
$2.66M +$5.67K +134 +0.2%
EFS
741
Essex Financial Services
Connecticut
$2.65M +$5.92K +140 +0.2%
BBA
742
BLB&B Advisors
Pennsylvania
$2.62M +$111K +2,632 +4%
MAM
743
Meeder Asset Management
Ohio
$2.62M -$2.32M -54,850 -47%
FDCC
744
Foster Dykema Cabot & Co
Massachusetts
$2.61M -$36.4K -860 -1%
CWG
745
C WorldWide Group
Denmark
$2.61M +$2.61M +61,613 New
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$2.6M +$136K +3,207 +6%
CWM
747
CIBC World Markets
New York
$2.59M -$1.57M -37,114 -38%
WS
748
Wedbush Securities
California
$2.59M +$172K +4,062 +7%
CIA
749
Choate Investment Advisors
Massachusetts
$2.59M +$433K +10,223 +20%
COI
750
Connable Office Inc
Michigan
$2.59M -$2.03K -48 -0.1%
28 29
30
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