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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
801
Ally Financial
Michigan
$2.49M +$2.49M +55,000 New
MAM
802
Mizuho Asset Management
Japan
$2.48M +$1.27M +27,996 +105%
GF
803
Gerstein Fisher
New York
$2.47M +$53.3K +1,176 +2%
IT
804
Independence Trust
Tennessee
$2.46M +$164K +3,620 +7%
BRWA
805
B. Riley Wealth Advisors
Florida
$2.45M +$58.6K +1,767 +2%
GA
806
Geneva Advisors
Illinois
$2.43M -$22.4K -495 -0.9%
BTW
807
Boston Trust Walden
Massachusetts
$2.43M -$4.53K -100 -0.2%
TIM
808
Thompson Investment Management
Wisconsin
$2.42M -$60.8K -1,340 -2%
LOAME
809
Lombard Odier Asset Management (Europe)
United Kingdom
$2.4M +$2.4M +52,929 New
SCM
810
Stuyvesant Capital Management
New York
$2.39M +$21.5K +475 +0.9%
GP
811
Girard Partners
Pennsylvania
$2.39M -$5.4K -119 -0.2%
BG
812
Bollard Group
Massachusetts
$2.39M +$17.7K +390 +0.7%
HIM
813
Harbour Investment Management
Washington
$2.38M +$9.07K +200 +0.4%
SJIM
814
St. Johns Investment Management
Florida
$2.38M -$2.4K -53 -0.1%
PRS
815
Pinkerton Retirement Specialists
Idaho
$2.37M -$40.5K -894 -2%
FBA
816
Front Barnett Associates
Illinois
$2.36M – – –
DBT
817
Dubuque Bank & Trust
Iowa
$2.36M -$134K -2,947 -5%
TBA
818
Tower Bridge Advisors
Pennsylvania
$2.34M – – –
RIL
819
Rothschild Investment LLC
Illinois
$2.34M -$6.35K -140 -0.3%
FWCM
820
Ferguson Wellman Capital Management
Oregon
$2.33M +$385K +8,498 +20%
FTC
821
Farmers Trust Company
Ohio
$2.33M -$721K -15,910 -24%
MDCM
822
Morgan Dempsey Capital Management
Wisconsin
$2.33M +$512K +11,295 +28%
WWM
823
Willingdon Wealth Management
North Carolina
$2.33M +$2.33M +51,333 New
CIA
824
Choate Investment Advisors
Massachusetts
$2.31M +$20.6K +454 +0.9%
SHCM
825
Stokes & Hubbell Capital Management
Louisiana
$2.3M -$1.56M -34,470 -40%
31 32
33
34 35