KO icon

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 %
HIM
726
Hanlon Investment Management
New Jersey
$2.73M +$2.73M +65,842 New
SBH
727
Segall Bryant & Hamill
Illinois
$2.72M -$37.8K -912 -1%
WG
728
Welch Group
Alabama
$2.71M +$290 +7 +0%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$2.71M +$44K +970 +2%
AC
730
Addenda Capital
Quebec, Canada
$2.71M -$866K -20,883 -24%
Squarepoint
731
Squarepoint
New York
$2.71M +$2.71M +65,361 New
ATC
732
Argent Trust Co
Tennessee
$2.71M +$995 +24 +0%
BAM
733
Barrett Asset Management
New York
$2.71M +$20.7K +500 +0.8%
AIM
734
Allen Investment Management
New York
$2.71M – – –
NSEDCP
735
NJ State Employees Deferred Compensation Plan
New Jersey
$2.7M – – –
EFS
736
Essex Financial Services
Connecticut
$2.69M +$90.8K +2,189 +3%
CTI
737
Community Trust & Investment
Kentucky
$2.68M +$5.35K +129 +0.2%
VAM
738
Visionary Asset Management
Texas
$2.68M +$181K +4,362 +7%
WAM
739
Wealthspire Advisors (Maryland)
Maryland
$2.67M -$100K -2,422 -4%
BONST
740
Bank of Nova Scotia Trust
Ontario, Canada
$2.67M -$249K -6,002 -9%
BCMO
741
Buckingham Capital Management (Ohio)
Ohio
$2.67M -$17.7K -428 -0.7%
SBL
742
Sargent Bickham Lagudis
Colorado
$2.66M -$35.9K -867 -1%
WS
743
Wedbush Securities
California
$2.65M +$111K +2,678 +4%
NSAM
744
North Star Asset Management
Wisconsin
$2.64M -$9.49K -229 -0.4%
IMOV
745
Investment Management of Virginia
Virginia
$2.64M -$1.04K -25 -0%
FNBOO
746
First National Bank of Omaha
Nebraska
$2.63M – – –
GHA
747
GW Henssler & Associates
Georgia
$2.61M -$107K -2,591 -4%
SCM
748
Sterneck Capital Management
Missouri
$2.61M +$290K +6,998 +13%
Jennison Associates
749
Jennison Associates
New York
$2.61M +$2.31M +55,674 +777%
BBA
750
BLB&B Advisors
Pennsylvania
$2.6M +$35.4K +854 +1%
28 29
30
31 32