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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 %
AIA
751
AIMZ Investment Advisors
California
$2.96M +$1.48M +34,168 +100%
SBL
752
Sargent Bickham Lagudis
Colorado
$2.96M +$2.96M +63,783 New
FDCC
753
Foster Dykema Cabot & Co
Massachusetts
$2.95M – – –
FMBTD
754
First Midwest Bank Trust Division
Illinois
$2.94M +$693K +14,942 +31%
EM
755
Excalibur Management
Massachusetts
$2.93M -$147K -3,159 -5%
SSP
756
Sapphire Star Partners
Washington
$2.93M – – –
Two Sigma Investments
757
Two Sigma Investments
New York
$2.92M +$2.92M +62,980 New
CCM
758
Chickasaw Capital Management
Tennessee
$2.91M -$1.53M -32,955 -34%
SSWM
759
Smith Salley Wealth Management
North Carolina
$2.91M +$105K +2,268 +4%
COI
760
Connable Office Inc
Michigan
$2.89M -$10.3K -221 -0.4%
OPTFSNA
761
Old Point Trust & Financial Services N A
Virginia
$2.88M -$9.19K -198 -0.3%
NG
762
Northstar Group
New York
$2.86M -$20.9K -450 -0.7%
PFSC
763
Peoples Financial Services Corp
Pennsylvania
$2.86M -$11.6K -250 -0.4%
EFS
764
Essex Financial Services
Connecticut
$2.86M -$37.6K -810 -1%
PFA
765
Paradigm Financial Advisors
Missouri
$2.86M +$27.2K +586 +1%
P
766
Pitcairn
Pennsylvania
$2.85M -$186K -4,004 -6%
JWM
767
Jackson Wealth Management
Florida
$2.84M -$88.7K -1,907 -3%
HDIM
768
Hanson & Doremus Investment Management
Vermont
$2.83M -$40.6K -875 -1%
Lazard Asset Management
769
Lazard Asset Management
New York
$2.83M -$1.76K -38 -0.1%
CVM
770
Cheviot Value Management
California
$2.82M -$42.7K -920 -1%
MSFP
771
Mark Sheptoff Financial Planning
Connecticut
$2.81M -$657K -14,160 -19%
VHAM
772
Van Hulzen Asset Management
California
$2.81M -$239K -5,159 -8%
FMW
773
Farr Miller & Washington
District of Columbia
$2.79M -$513K -11,055 -16%
Toronto Dominion Bank
774
Toronto Dominion Bank
Ontario, Canada
$2.77M -$4.11M -88,778 -60%
FFWA
775
FRG Family Wealth Advisors
Washington
$2.77M -$31.7K -680 -1%
29 30
31
32 33