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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 %
NEAM
826
New England Asset Management
Connecticut
$2.29M +$13.6K +300 +0.6%
DPIM
827
Duff & Phelps Investment Management
Illinois
$2.29M -$68.9K -1,520 -3%
RHDIC
828
R.H. Dinel Investment Counsel
California
$2.27M – – –
VNA
829
Valley National Advisers
Pennsylvania
$2.27M -$11.7K -259 -0.5%
SACTSONJ
830
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.27M – – –
DAS
831
Dynamic Advisor Solutions
Arizona
$2.27M +$20.6K +455 +0.9%
SM
832
Seminole Management
New York
$2.27M +$2.27M +50,000 New
SAIG
833
Semper Augustus Investments Group
Colorado
$2.27M – – –
GD
834
Grandfield & Dodd
New York
$2.27M – – –
RS
835
Robeco Schweiz
Switzerland
$2.26M -$1.21M -27,151 -35%
MC
836
Marcus Capital
Illinois
$2.26M – – –
Citadel Advisors
837
Citadel Advisors
Florida
$2.26M -$107M -2,353,455 -98%
MC
838
Martin & Co
Tennessee
$2.26M -$97K -2,140 -4%
IHL
839
Investment House LLC
California
$2.26M – – –
JCM
840
Jag Capital Management
Missouri
$2.25M -$1.86K -41 -0.1%
MBTD
841
Mechanics Bank - Trust Department
California
$2.25M +$152K +3,350 +7%
FPFS
842
First Personal Financial Services
North Carolina
$2.24M +$409K +9,026 +22%
AssetMark Inc
843
AssetMark Inc
California
$2.24M -$256K -5,645 -10%
WA
844
WBH Advisory
Maryland
$2.23M -$33.6K -741 -1%
MCM
845
Manchester Capital Management
Vermont
$2.22M -$105K -2,324 -5%
Mariner
846
Mariner
Kansas
$2.21M +$42.5K +937 +2%
TC
847
Telemus Capital
Michigan
$2.2M +$1.05M +23,124 +91%
PWM
848
Perigon Wealth Management
California
$2.2M +$111K +2,437 +5%
LSCM
849
LaSalle Street Capital Management
Illinois
$2.18M – – –
NFG
850
Next Financial Group
Texas
$2.18M +$76.2K +1,681 +4%
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