KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
751
Jacobs & Co
California
$2.59M -$281K -6,618 -10%
RAM
752
Roanoke Asset Management
New Jersey
$2.59M -$472K -11,120 -15%
TTWM
753
TCV Trust & Wealth Management
Virginia
$2.59M +$6.79K +160 +0.3%
GHA
754
GW Henssler & Associates
Georgia
$2.58M -$90.2K -2,125 -3%
JWBC
755
J.W. Burns & Co
New York
$2.58M +$44.4K +1,046 +2%
EFS
756
Essex Financial Services
Connecticut
$2.57M -$180K -4,238 -7%
SPC
757
Sigma Planning Corp
Michigan
$2.57M +$130K +3,060 +5%
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$2.55M -$44.5K -1,049 -2%
PTC
759
Private Trust Company
Ohio
$2.55M -$349K -8,233 -12%
SCM
760
Sterneck Capital Management
Missouri
$2.55M -$117K -2,750 -4%
OPTFSNA
761
Old Point Trust & Financial Services N A
Virginia
$2.55M -$31.3K -738 -1%
PWPCM
762
Perella Weinberg Partners Capital Management
New York
$2.54M +$2.54M +59,859 New
GHA
763
Garcia Hamilton & Associates
Texas
$2.54M -$1.69M -39,173 -40%
HIM
764
Hanlon Investment Management
New Jersey
$2.54M -$255K -6,007 -9%
CIA
765
Choate Investment Advisors
Massachusetts
$2.53M -$23.9K -562 -0.9%
4IG
766
440 Investment Group
Kansas
$2.53M +$2.53M +59,625 New
TMAM
767
Tokio Marine Asset Management
Japan
$2.53M -$1.77M -41,681 -41%
NSIM
768
North Star Investment Management
Illinois
$2.52M +$44.7K +1,053 +2%
PWAP
769
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.51M -$107K -2,531 -4%
CII
770
Capital International Inc
California
$2.47M +$84.9K +2,000 +4%
MWA
771
Marshall Wace Asia
Hong Kong
$2.47M +$2.47M +58,726 New
Mariner
772
Mariner
Kansas
$2.44M +$17.2K +405 +0.7%
EDRH
773
Edmond de Rothschild Holding
Switzerland
$2.42M +$235K +5,546 +11%
ST
774
Sabal Trust
Florida
$2.42M +$127K +2,990 +6%
IAMOG
775
Investors Asset Management of Georgia
Georgia
$2.42M -$41.8K -985 -2%
29 30
31
32 33