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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 %
DE
751
Day & Ennis
Georgia
$2.59M +$144K +3,406 +6%
Lazard Asset Management
752
Lazard Asset Management
New York
$2.58M – – –
TTWM
753
TCV Trust & Wealth Management
Virginia
$2.58M -$73K -1,725 -3%
NG
754
Northstar Group
New York
$2.57M -$19.6K -463 -0.8%
EM
755
Excalibur Management
Massachusetts
$2.56M -$57.1K -1,350 -2%
VAM
756
Visionary Asset Management
Texas
$2.55M +$126K +2,985 +5%
HDIM
757
Hanson & Doremus Investment Management
Vermont
$2.51M -$45.1K -1,066 -2%
FFWA
758
FRG Family Wealth Advisors
Washington
$2.51M – – –
SPC
759
Sigma Planning Corp
Michigan
$2.49M -$471K -11,126 -16%
PFSC
760
Peoples Financial Services Corp
Pennsylvania
$2.49M -$41K -970 -2%
OWD
761
Osborn Williams & Donohoe
Ohio
$2.48M +$68.1K +1,608 +3%
BPC
762
Banque Pictet & Cie
Switzerland
$2.46M -$1.67M -39,460 -40%
GA
763
GFS Advisors
Texas
$2.45M – – –
ST
764
Sabal Trust
Florida
$2.44M -$18K -425 -0.7%
SWP
765
Stratos Wealth Partners
Ohio
$2.44M -$132K -3,122 -5%
CIA
766
Covington Investment Advisors
Pennsylvania
$2.43M -$80.6K -1,905 -3%
AUB
767
Atlantic Union Bankshares
Virginia
$2.43M +$36.2K +856 +2%
CCWA
768
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.43M +$85.5K +2,021 +4%
ACP
769
Aviance Capital Partners
Florida
$2.43M -$12.1K -287 -0.5%
CII
770
Capital International Inc
California
$2.41M -$199K -4,700 -8%
GP
771
Girard Partners
Pennsylvania
$2.39M +$157K +3,703 +7%
III
772
Independent Investors Inc
New York
$2.38M -$56K -1,323 -2%
IAMOG
773
Investors Asset Management of Georgia
Georgia
$2.37M +$1.4K +33 +0.1%
PAIM
774
Punch & Associates Investment Management
Minnesota
$2.37M – – –
AAIM
775
American Assets Investment Management
California
$2.37M – – –
29 30
31
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