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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
801
Independent Advisor Alliance
North Carolina
$2.41M +$1.24M +28,015 +106%
SNT
802
Security National Trust
West Virginia
$2.41M +$27K +602 +1%
CCM
803
Coldstream Capital Management
Washington
$2.41M +$2.16M +48,231 +880%
RIL
804
Rothschild Investment LLC
Illinois
$2.41M +$30.5K +681 +1%
EDRH
805
Edmond de Rothschild Holding
Switzerland
$2.4M -$162K -3,603 -6%
CAMG
806
CWA Asset Management Group
Florida
$2.39M +$173K +3,855 +8%
MIAN
807
Mariner Independent Advisor Network
Kansas
$2.39M +$246K +5,490 +11%
FCMT
808
Founders Capital Management (Texas)
Texas
$2.38M -$34.1K -760 -1%
RWA
809
Ropes Wealth Advisors
Massachusetts
$2.38M -$514K -11,456 -18%
PRS
810
Pinkerton Retirement Specialists
Idaho
$2.35M -$22.7K -506 -1%
FNBOMD
811
First National Bank of Mount Dora
Florida
$2.34M +$327K +7,296 +16%
Mariner
812
Mariner
Kansas
$2.34M -$234K -5,208 -9%
FBT
813
First Bank & Trust
South Dakota
$2.34M +$610K +13,600 +35%
BTW
814
Boston Trust Walden
Massachusetts
$2.33M +$131K +2,918 +6%
FPFS
815
First Personal Financial Services
North Carolina
$2.33M -$13.5K -300 -0.6%
OWD
816
Osborn Williams & Donohoe
Ohio
$2.32M -$209K -4,649 -8%
ACS
817
Archford Capital Strategies
Illinois
$2.3M +$297K +6,615 +15%
HIM
818
Harbour Investment Management
Washington
$2.3M -$39.9K -890 -2%
WA
819
Waverly Advisors
Alabama
$2.29M +$268K +5,984 +13%
TIM
820
Thompson Investment Management
Wisconsin
$2.29M -$38.3K -854 -2%
MC
821
Martin & Co
Tennessee
$2.29M +$22.4K +500 +1%
SBWIC
822
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.29M – – –
SSW
823
Smith Shellnut Wilson
Mississippi
$2.28M +$31.8K +702 +1%
EFS
824
Essex Financial Services
Connecticut
$2.27M -$444K -9,894 -16%
HI
825
Horizon Investments
North Carolina
$2.27M -$122K -2,795 -5%
31 32
33
34 35