KO icon

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 %
WT
776
Washington Trust
Rhode Island
$2.37M -$74.4K -1,758 -3%
GF
777
Gerstein Fisher
New York
$2.37M +$62.4K +1,474 +3%
BRWA
778
B. Riley Wealth Advisors
Florida
$2.37M +$43.5K +1,381 +2%
SCM
779
Sterneck Capital Management
Missouri
$2.36M +$1.74M +41,010 +277%
SSB
780
Sandy Spring Bank
Maryland
$2.36M +$603K +14,250 +34%
PFA
781
Paradigm Financial Advisors
Missouri
$2.35M -$221K -5,230 -9%
TCM
782
Tradition Capital Management
New Jersey
$2.3M -$113K -2,663 -5%
IT
783
Independence Trust
Tennessee
$2.3M – – –
FPFS
784
First Personal Financial Services
North Carolina
$2.29M +$202K +4,770 +10%
GA
785
Geneva Advisors
Illinois
$2.29M +$23.7K +559 +1%
BCM
786
Bourgeon Capital Management
Connecticut
$2.28M -$80.4K -1,900 -3%
BG
787
Bollard Group
Massachusetts
$2.26M +$36.2K +855 +2%
BTW
788
Boston Trust Walden
Massachusetts
$2.26M -$8.46K -200 -0.4%
LOAME
789
Lombard Odier Asset Management (Europe)
United Kingdom
$2.24M – – –
NA
790
NewEdge Advisors
Louisiana
$2.24M +$1M +23,683 +81%
SCM
791
Stuyvesant Capital Management
New York
$2.23M -$2.12K -50 -0.1%
TIM
792
Thompson Investment Management
Wisconsin
$2.23M -$31.7K -750 -1%
SJIM
793
St. Johns Investment Management
Florida
$2.23M +$12.3K +290 +0.6%
PP
794
Paloma Partners
Connecticut
$2.22M -$1.41M -33,327 -39%
GLA
795
Great Lakes Advisors
Illinois
$2.22M -$366K -8,652 -14%
EDRH
796
Edmond de Rothschild Holding
Switzerland
$2.21M -$349K -8,256 -14%
HIM
797
Harbour Investment Management
Washington
$2.21M -$10.6K -250 -0.5%
SC
798
Stralem & Co
New York
$2.21M -$24.1M -569,620 -92%
AP
799
Advisor Partners
California
$2.2M -$221K -5,211 -9%
FBA
800
Front Barnett Associates
Illinois
$2.2M -$1.69K -40 -0.1%
30 31
32
33 34