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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
801
Hussman Strategic Advisors
Maryland
$2.38M +$2.25M +50,000 +1,786%
FBT
802
First Bank & Trust
South Dakota
$2.37M +$27.3K +607 +1%
QSS
803
Quantitative Systematic Strategies
Florida
$2.37M -$1.58M -35,002 -40%
FCMT
804
Founders Capital Management (Texas)
Texas
$2.37M -$19.5K -433 -0.8%
EFS
805
Essex Financial Services
Connecticut
$2.32M +$37.5K +833 +2%
FPFS
806
First Personal Financial Services
North Carolina
$2.32M -$22.5K -500 -1%
FFA
807
First Foundation Advisors
California
$2.31M -$3.22M -71,545 -58%
HIM
808
Harbour Investment Management
Washington
$2.31M -$4.5K -100 -0.2%
HAG
809
HighPoint Advisor Group
Illinois
$2.29M +$49.1K +1,071 +2%
ACS
810
Archford Capital Strategies
Illinois
$2.28M -$29.3K -652 -1%
BTW
811
Boston Trust Walden
Massachusetts
$2.28M -$63.8K -1,418 -3%
BOTW
812
Bank of the West
California
$2.27M -$824K -18,297 -27%
NA
813
NewEdge Advisors
Louisiana
$2.26M +$235K +5,186 +12%
SBWIC
814
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.26M -$37.1K -825 -2%
FMWA
815
Forvis Mazars Wealth Advisors
Missouri
$2.25M +$187K +4,153 +9%
BPM
816
Bronson Point Management
Connecticut
$2.25M -$4.23M -94,000 -65%
KJHP
817
K.J. Harrison & Partners
Ontario, Canada
$2.25M +$225K +5,000 +11%
III
818
Independent Investors Inc
New York
$2.24M – – –
SCM
819
Sterneck Capital Management
Missouri
$2.24M -$472K -10,490 -17%
LA
820
Lau Associates
Delaware
$2.22M -$360K -8,000 -14%
HH
821
Hilltop Holdings
Texas
$2.22M +$89.1K +1,980 +4%
OWD
822
Osborn Williams & Donohoe
Ohio
$2.21M -$117K -2,609 -5%
WA
823
Waverly Advisors
Alabama
$2.21M -$94.8K -2,107 -4%
SJIM
824
St. Johns Investment Management
Florida
$2.2M -$42.9K -953 -2%
WI
825
WrapManager Inc
California
$2.2M -$7.97K -177 -0.4%
31 32
33
34 35