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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 %
HA
726
Hamel Associates
New Jersey
$3.01M -$10.1K -225 -0.3%
SBH
727
Segall Bryant & Hamill
Illinois
$3M +$111K +2,470 +4%
KPCM
728
Kings Point Capital Management
New York
$3M -$28.1K -627 -0.9%
PFS
729
Physicians Financial Services
North Carolina
$2.98M -$54.4K -1,214 -2%
DIA
730
Denver Investment Advisors
Colorado
$2.96M -$32.8K -731 -1%
LDB
731
Lee, Danner & Bass
Tennessee
$2.96M -$44.1K -984 -1%
AO
732
Allen Operations
New York
$2.95M – – –
TBNY
733
Trustco Bank (New York)
New York
$2.94M -$43.7K -975 -1%
BFM
734
Boston Financial Management
Massachusetts
$2.93M -$125K -2,789 -4%
FFWA
735
FRG Family Wealth Advisors
Washington
$2.93M +$51.4K +1,146 +2%
LFAS
736
Level Four Advisory Services
Texas
$2.93M -$1.28K -30 -0%
CTI
737
Community Trust & Investment
Kentucky
$2.92M +$20.9K +466 +0.7%
NSEDCP
738
NJ State Employees Deferred Compensation Plan
New Jersey
$2.92M – – –
HCM
739
Howland Capital Management
Massachusetts
$2.91M -$26.1K -581 -0.9%
SBL
740
Sargent Bickham Lagudis
Colorado
$2.91M -$4.89K -109 -0.2%
BBA
741
BLB&B Advisors
Pennsylvania
$2.89M +$14.4K +320 +0.5%
BG
742
Bollard Group
Massachusetts
$2.88M +$24.1K +537 +0.8%
EM
743
Excalibur Management
Massachusetts
$2.86M -$135K -3,000 -4%
PTC
744
Private Trust Company
Ohio
$2.86M +$162K +3,617 +6%
I
745
IberiaBank
Louisiana
$2.85M +$2.26M +50,369 +380%
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$2.84M -$11K -246 -0.4%
SPC
747
Sigma Planning Corp
Michigan
$2.84M +$123K +2,747 +5%
CCWA
748
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.83M -$25.1K -559 -0.9%
NSAM
749
North Star Asset Management
Wisconsin
$2.83M -$9.69K -216 -0.3%
LA
750
LVW Advisors
New York
$2.82M -$98.2K -2,190 -3%
28 29
30
31 32