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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 %
SBWIC
826
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.08M +$28.9K +697 +1%
FNFDCM
827
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.08M – – –
MIAN
828
Mariner Independent Advisor Network
Kansas
$2.08M +$1.38M +33,315 +198%
SC
829
Stralem & Co
New York
$2.08M -$82.9K -2,000 -4%
SACTSONJ
830
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.07M – – –
MC
831
Marcus Capital
Illinois
$2.07M – – –
SAIG
832
Semper Augustus Investments Group
Colorado
$2.07M – – –
GD
833
Grandfield & Dodd
New York
$2.07M – – –
HI
834
Horizon Investments
North Carolina
$2.07M +$2.07M +49,832 New
MBTD
835
Mechanics Bank - Trust Department
California
$2.06M -$456 -11 -0%
IC
836
Investment Counsel
Michigan
$2.05M +$71.9K +1,733 +4%
BCP
837
Berkeley Capital Partners
Georgia
$2.05M +$77.1K +1,859 +4%
VNA
838
Valley National Advisers
Pennsylvania
$2.04M -$34.5K -833 -2%
LWAC
839
Laurel Wealth Advisors (California)
California
$2.04M +$663K +15,984 +48%
MC
840
Martin & Co
Tennessee
$2.03M -$26.8K -647 -1%
HAM
841
Highstreet Asset Management
Ontario, Canada
$2.03M -$763K -18,413 -27%
IHL
842
Investment House LLC
California
$2.02M -$41.3K -995 -2%
BCFS
843
Butensky & Cohen Financial Security
Florida
$2.02M +$68.4K +1,650 +4%
LI
844
Longer Investments
Arkansas
$2.01M +$479K +11,556 +31%
DPIM
845
Duff & Phelps Investment Management
Illinois
$2M -$54.3K -1,310 -3%
LSCM
846
LaSalle Street Capital Management
Illinois
$1.99M – – –
JCM
847
Jag Capital Management
Missouri
$1.99M +$1.49K +36 +0.1%
FTC
848
Farmers Trust Company
Ohio
$1.98M -$63.1K -1,521 -3%
NPC
849
National Planning Corporation
California
$1.97M -$40.2K -970 -2%
BCM
850
BTR Capital Management
California
$1.97M – – –
32 33
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