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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
751
Jackson Wealth Management
Florida
$2.83M +$66.7K +1,472 +2%
EFS
752
Essex Financial Services
Connecticut
$2.83M +$42.4K +936 +2%
EM
753
Excalibur Management
Massachusetts
$2.81M -$53.7K -1,185 -2%
CII
754
Capital International Inc
California
$2.8M -$562K -12,400 -17%
LA
755
LVW Advisors
New York
$2.78M -$162K -3,570 -6%
COI
756
Connable Office Inc
Michigan
$2.78M -$40.3K -889 -1%
NG
757
Northstar Group
New York
$2.78M -$20.9K -462 -0.7%
Lazard Asset Management
758
Lazard Asset Management
New York
$2.77M – – –
GLA
759
Great Lakes Advisors
Illinois
$2.77M +$695K +15,336 +34%
PFA
760
Paradigm Financial Advisors
Missouri
$2.75M -$37.4K -826 -1%
SWP
761
Stratos Wealth Partners
Ohio
$2.75M +$369K +8,131 +15%
YIA
762
YHB Investment Advisors
Connecticut
$2.75M +$1.47M +32,478 +115%
HDIM
763
Hanson & Doremus Investment Management
Vermont
$2.74M -$27.2K -600 -1%
EDRH
764
Edmond de Rothschild Holding
Switzerland
$2.74M +$451K +9,940 +20%
SSWM
765
Smith Salley Wealth Management
North Carolina
$2.73M -$111K -2,457 -4%
PFSC
766
Peoples Financial Services Corp
Pennsylvania
$2.71M -$83.9K -1,850 -3%
UR
767
USCA RIA
Texas
$2.7M +$256K +5,657 +10%
CIA
768
Covington Investment Advisors
Pennsylvania
$2.69M +$159K +3,500 +6%
BBA
769
BLB&B Advisors
Pennsylvania
$2.69M +$56.1K +1,237 +2%
FFWA
770
FRG Family Wealth Advisors
Washington
$2.68M -$7.98K -176 -0.3%
PTC
771
Private Trust Company
Ohio
$2.68M -$4.44K -98 -0.2%
NAM
772
NTV Asset Management
West Virginia
$2.65M -$36K -794 -1%
MSFP
773
Mark Sheptoff Financial Planning
Connecticut
$2.64M -$99.4K -2,193 -4%
PWAP
774
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.64M -$4.26K -94 -0.2%
ST
775
Sabal Trust
Florida
$2.64M +$88.4K +1,950 +3%
29 30
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