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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 %
RWA
776
Ropes Wealth Advisors
Massachusetts
$2.39M +$491K +11,845 +26%
SPC
777
Sigma Planning Corp
Michigan
$2.38M -$60.3K -1,455 -2%
NEAM
778
New England Asset Management
Connecticut
$2.38M +$261K +6,300 +12%
Mariner
779
Mariner
Kansas
$2.36M +$479K +11,558 +25%
EM
780
Excalibur Management
Massachusetts
$2.36M -$151K -3,640 -6%
CIA
781
Covington Investment Advisors
Pennsylvania
$2.36M -$24K -580 -1%
PRS
782
Pinkerton Retirement Specialists
Idaho
$2.35M -$55.5K -1,338 -2%
SSB
783
Sandy Spring Bank
Maryland
$2.35M +$45.4K +1,095 +2%
BPC
784
Banque Pictet & Cie
Switzerland
$2.35M -$58K -1,400 -2%
CSS
785
Cubist Systematic Strategies
Connecticut
$2.35M -$1.02M -24,550 -30%
HWA
786
Heritage Way Advisors
Illinois
$2.35M +$2.35M +56,584 New
PWM
787
Perigon Wealth Management
California
$2.34M +$276K +6,489 +13%
CII
788
Capital International Inc
California
$2.33M -$37.3K -900 -2%
AAIM
789
American Assets Investment Management
California
$2.32M – – –
PAIM
790
Punch & Associates Investment Management
Minnesota
$2.32M +$497 +12 +0%
TH
791
TCTC Holdings
Texas
$2.32M -$348K -8,389 -13%
GP
792
Girard Partners
Pennsylvania
$2.31M -$26.9K -649 -1%
III
793
Independent Investors Inc
New York
$2.31M -$14.8K -356 -0.6%
WT
794
Washington Trust
Rhode Island
$2.31M -$9.95K -240 -0.4%
ACP
795
Aviance Capital Partners
Florida
$2.31M -$65.6K -1,582 -3%
PFA
796
Paradigm Financial Advisors
Missouri
$2.3M +$1.7K +41 +0.1%
BG
797
Bollard Group
Massachusetts
$2.3M +$77.2K +1,861 +3%
BCM
798
Bourgeon Capital Management
Connecticut
$2.28M +$41.5K +1,000 +2%
SMM
799
Stadion Money Management
Georgia
$2.26M +$326K +7,854 +17%
ST
800
Sabal Trust
Florida
$2.24M -$149K -3,600 -6%
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