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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
826
Barrett Asset Management
New York
$2.08M -$695K -16,377 -25%
CA
827
Callahan Advisors
Texas
$2.06M -$124K -2,930 -6%
TCM
828
Tradition Capital Management
New Jersey
$2.06M -$136K -3,205 -6%
FWCM
829
Ferguson Wellman Capital Management
Oregon
$2.05M -$109K -2,557 -5%
GA
830
Geneva Advisors
Illinois
$2.05M -$145K -3,415 -7%
LI
831
Longer Investments
Arkansas
$2.05M -$12.5K -295 -0.6%
BCFS
832
Butensky & Cohen Financial Security
Florida
$2.05M -$24K -565 -1%
SS
833
Simplicity Solutions
Minnesota
$2.04M +$474K +11,166 +30%
LOAMS
834
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.04M +$2.04M +48,056 New
NFG
835
Next Financial Group
Texas
$2.04M -$1.28M -29,757 -39%
MAA
836
Mraz Amerine & Associates
California
$2.04M – – –
LSCM
837
LaSalle Street Capital Management
Illinois
$2.03M -$8.57K -202 -0.4%
RA
838
RFG Advisory
Alabama
$2.03M +$2.03M +47,715 New
PFA
839
Paradigm Financial Advisors
Missouri
$2.03M -$328K -7,723 -14%
MIAN
840
Mariner Independent Advisor Network
Kansas
$2.03M -$99.2K -2,337 -5%
ARMC
841
American Research & Management Company
Massachusetts
$2.02M – – –
IC
842
Investment Counsel
Michigan
$2.01M -$93.4K -2,200 -4%
FBFS
843
First Business Financial Services
Wisconsin
$2.01M +$2.01M +47,306 New
MBTD
844
Mechanics Bank - Trust Department
California
$2M -$107K -2,525 -5%
DPIM
845
Duff & Phelps Investment Management
Illinois
$1.99M -$56.4K -1,330 -3%
FNFDCM
846
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.99M -$36.3K -855 -2%
FFEC
847
First Financial Equity Corporation
Arizona
$1.98M +$1.98M +46,771 New
GD
848
Grandfield & Dodd
New York
$1.97M -$141K -3,333 -7%
LWAC
849
Laurel Wealth Advisors (California)
California
$1.96M -$119K -2,803 -6%
FC
850
FIC Capital
New York
$1.96M +$21K +495 +1%
32 33
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