KO icon

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 %
LOAME
801
Lombard Odier Asset Management (Europe)
United Kingdom
$2.19M – – –
SCM
802
Stuyvesant Capital Management
New York
$2.19M +$6.22K +150 +0.3%
IT
803
Independence Trust
Tennessee
$2.19M -$57.6K -1,389 -3%
ADL
804
Asset Dedication LLC
California
$2.19M +$1.27M +30,655 +138%
MLIC
805
Mandatum Life Insurance Company
Finland
$2.18M +$145K +3,501 +7%
KT
806
Kanaly Trust
Texas
$2.18M +$609K +14,689 +39%
DRS
807
Deane Retirement Strategies
Louisiana
$2.18M +$2.18M +52,445 New
II
808
IFM Investors
Australia
$2.17M +$2.17M +52,340 New
MC
809
Menta Capital
California
$2.17M -$1.29M -31,163 -37%
BTW
810
Boston Trust Walden
Massachusetts
$2.16M -$50.8K -1,225 -2%
HIM
811
Harbour Investment Management
Washington
$2.16M -$4.15K -100 -0.2%
SJIM
812
St. Johns Investment Management
Florida
$2.16M -$27K -652 -1%
FPFS
813
First Personal Financial Services
North Carolina
$2.15M -$94.1K -2,270 -4%
TIM
814
Thompson Investment Management
Wisconsin
$2.15M -$33.2K -800 -2%
GA
815
Geneva Advisors
Illinois
$2.14M -$102K -2,454 -5%
TCM
816
Tradition Capital Management
New Jersey
$2.14M -$113K -2,738 -5%
NA
817
NewEdge Advisors
Louisiana
$2.14M -$30.1K -732 -1%
EDRH
818
Edmond de Rothschild Holding
Switzerland
$2.14M -$26.1K -629 -1%
CA
819
Callahan Advisors
Texas
$2.14M +$86.3K +2,080 +4%
RIL
820
Rothschild Investment LLC
Illinois
$2.13M -$8.83K -213 -0.4%
SSW
821
Smith Shellnut Wilson
Mississippi
$2.12M +$2.12M +51,067 New
FWCM
822
Ferguson Wellman Capital Management
Oregon
$2.11M +$73K +1,760 +4%
QT
823
Quantbot Technologies
New York
$2.09M +$1.32M +31,772 +170%
QI
824
Quotient Investors
New York
$2.09M – – –
SNT
825
Security National Trust
West Virginia
$2.09M +$107K +2,591 +5%
31 32
33
34 35