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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
826
National Planning Corporation
California
$2.06M +$211K +4,961 +11%
PWM
827
Perigon Wealth Management
California
$2.06M +$9.23K +217 +0.4%
ECM
828
ETrade Capital Management
Virginia
$2.05M +$881K +20,828 +75%
LSCM
829
LaSalle Street Capital Management
Illinois
$2.03M – – –
JCM
830
Jag Capital Management
Missouri
$2.03M -$72.8K -1,720 -3%
IC
831
Investment Counsel
Michigan
$2.02M +$111K +2,622 +6%
SNT
832
Security National Trust
West Virginia
$2.02M +$42.3K +1,000 +2%
FNBOMD
833
First National Bank of Mount Dora
Florida
$2.01M +$8.42K +199 +0.4%
BCP
834
Berkeley Capital Partners
Georgia
$2.01M +$10.7K +252 +0.5%
ARMC
835
American Research & Management Company
Massachusetts
$2.01M -$8.47K -200 -0.4%
Eagle Capital Management (New York)
836
Eagle Capital Management (New York)
New York
$2M – – –
MAA
837
Mraz Amerine & Associates
California
$2M – – –
VKH
838
Virtu KCG Holdings
New York
$2M -$1.31M -30,985 -40%
BCFS
839
Butensky & Cohen Financial Security
Florida
$1.99M +$10.2K +240 +0.5%
AI
840
Atria Investments
North Carolina
$1.99M +$462K +10,912 +30%
WSCM
841
Wellington Shields Capital Management
New York
$1.99M -$8.46K -200 -0.4%
TC
842
Telemus Capital
Michigan
$1.98M -$75.3K -1,780 -4%
SMM
843
Stadion Money Management
Georgia
$1.97M +$225K +5,322 +13%
BCM
844
BTR Capital Management
California
$1.97M +$3.05K +72 +0.2%
JCM
845
Jacobi Capital Management
Pennsylvania
$1.97M -$9.62K -230 -0.5%
RIM
846
Regent Investment Management
Kentucky
$1.94M – – –
RWA
847
Ropes Wealth Advisors
Massachusetts
$1.94M +$75.5K +1,784 +4%
PCMC
848
Paragon Capital Management (Colorado)
Colorado
$1.93M -$96.5K -2,280 -5%
HC
849
Hendley & Co
Ohio
$1.93M -$6.35K -150 -0.3%
Mariner
850
Mariner
Kansas
$1.92M -$139K -3,274 -7%
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