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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
CrestPoint Capital Management
Missouri
$2.6M -$840K -18,100 -24%
BCM
802
Bourgeon Capital Management
Connecticut
$2.6M -$49.2K -1,060 -2%
PAIM
803
Punch & Associates Investment Management
Minnesota
$2.6M – – –
AAIM
804
American Assets Investment Management
California
$2.6M – – –
CIA
805
Covington Investment Advisors
Pennsylvania
$2.59M +$28.5K +615 +1%
ICRM
806
Insight Capital Research & Management
California
$2.59M +$22.6K +487 +0.9%
OWD
807
Osborn Williams & Donohoe
Ohio
$2.58M +$201K +4,340 +8%
WFG
808
Wills Financial Group
Virginia
$2.57M -$54.1K -1,167 -2%
VAM
809
Visionary Asset Management
Texas
$2.56M +$2.56M +55,129 New
AssetMark Inc
810
AssetMark Inc
California
$2.55M +$1.9M +40,972 +291%
OAMG
811
Odey Asset Management Group
United Kingdom
$2.55M +$2.55M +55,000 New
DBT
812
Dubuque Bank & Trust
Iowa
$2.55M +$1.43M +30,850 +128%
TIM
813
Thompson Investment Management
Wisconsin
$2.54M -$96.2K -2,074 -4%
AUB
814
Atlantic Union Bankshares
Virginia
$2.52M -$48.7K -1,049 -2%
GA
815
Geneva Advisors
Illinois
$2.51M +$835 +18 +0%
UR
816
USCA RIA
Texas
$2.5M +$138K +2,980 +6%
BTW
817
Boston Trust Walden
Massachusetts
$2.49M -$13.9K -300 -0.6%
Simplex Trading
818
Simplex Trading
Illinois
$2.48M +$2.48M +53,548 New
GF
819
Gerstein Fisher
New York
$2.47M -$28.4K -613 -1%
PRS
820
Pinkerton Retirement Specialists
Idaho
$2.47M +$51.1K +1,102 +2%
HAM
821
Highstreet Asset Management
Ontario, Canada
$2.46M -$4.62M -99,535 -65%
GP
822
Girard Partners
Pennsylvania
$2.45M +$129K +2,773 +6%
MYAM
823
Meiji Yasuda Asset Management
Japan
$2.45M +$161K +3,475 +7%
SWP
824
Stratos Wealth Partners
Ohio
$2.44M +$402K +8,668 +20%
SLG
825
Stanley-Laman Group
Pennsylvania
$2.44M -$4.99M -107,537 -67%
31 32
33
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