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 %
JWM
751
Jackson Wealth Management
Florida
$2.59M -$30.3K -736 -1%
DE
752
Day & Ennis
Georgia
$2.59M +$46.9K +1,131 +2%
PFM
753
Parsec Financial Management
North Carolina
$2.56M -$77.5K -1,870 -3%
PWAP
754
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.56M -$169K -4,072 -6%
CCM
755
Chickasaw Capital Management
Tennessee
$2.56M -$79.6K -1,919 -3%
FDCC
756
Foster Dykema Cabot & Co
Massachusetts
$2.56M -$2.07K -50 -0.1%
FFWA
757
FRG Family Wealth Advisors
Washington
$2.55M +$97.6K +2,355 +4%
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$2.54M -$12.1K -291 -0.5%
COI
759
Connable Office Inc
Michigan
$2.54M -$4.89K -118 -0.2%
OPTFSNA
760
Old Point Trust & Financial Services N A
Virginia
$2.52M -$88.3K -2,131 -3%
TTWM
761
TCV Trust & Wealth Management
Virginia
$2.52M -$8.29K -200 -0.3%
CWM
762
Concert Wealth Management
California
$2.51M -$912K -21,987 -27%
AUB
763
Atlantic Union Bankshares
Virginia
$2.5M +$126K +3,046 +5%
CIA
764
Choate Investment Advisors
Massachusetts
$2.5M -$43.6K -1,052 -2%
JWBC
765
J.W. Burns & Co
New York
$2.47M -$306K -7,376 -11%
CCWA
766
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.47M +$97.2K +2,344 +4%
HDIM
767
Hanson & Doremus Investment Management
Vermont
$2.47M +$7.71K +186 +0.3%
SWP
768
Stratos Wealth Partners
Ohio
$2.47M +$78K +1,881 +3%
LM
769
Lincluden Management
Ontario, Canada
$2.44M -$597K -14,391 -20%
RCG
770
Ruane, Cunniff & Goldfarb
New York
$2.44M -$578K -13,944 -19%
NSIM
771
North Star Investment Management
Illinois
$2.42M +$1.43M +34,434 +144%
OWD
772
Osborn Williams & Donohoe
Ohio
$2.42M -$12.3K -296 -0.5%
NG
773
Northstar Group
New York
$2.42M -$103K -2,491 -4%
IAMOG
774
Investors Asset Management of Georgia
Georgia
$2.41M +$79.8K +1,925 +3%
GA
775
GFS Advisors
Texas
$2.4M – – –
29 30
31
32 33