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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
851
Jones Financial Companies
Missouri
$2.32M -$1.54M -33,280 -40%
MC
852
Marcus Capital
Illinois
$2.32M – – –
JCM
853
Jag Capital Management
Missouri
$2.31M -$6.03K -130 -0.3%
IHL
854
Investment House LLC
California
$2.31M -$4.64K -100 -0.2%
DAS
855
Dynamic Advisor Solutions
Arizona
$2.3M -$158K -3,405 -6%
BCFS
856
Butensky & Cohen Financial Security
Florida
$2.29M -$69.7K -1,502 -3%
SHWM
857
Smith & Howard Wealth Management
Georgia
$2.28M -$92K -1,984 -4%
HVIA
858
Hudson Valley Investment Advisors
New York
$2.27M -$576K -12,420 -20%
PCMC
859
Paragon Capital Management (Colorado)
Colorado
$2.27M – – –
WSCM
860
Wellington Shields Capital Management
New York
$2.25M -$46.4K -1,000 -2%
WKWM
861
Walter & Keenan Wealth Management
Indiana
$2.25M – – –
ARMC
862
American Research & Management Company
Massachusetts
$2.25M -$18.6K -400 -0.8%
SNT
863
Security National Trust
West Virginia
$2.25M -$5.8K -125 -0.3%
ZIM
864
Zacks Investment Management
Illinois
$2.24M +$1.79M +38,691 +401%
WJA
865
Williams Jones & Associates
New York
$2.24M -$12.1K -260 -0.5%
LSCM
866
LaSalle Street Capital Management
Illinois
$2.23M – – –
Mariner
867
Mariner
Kansas
$2.22M +$398K +8,574 +22%
FCBT
868
First Citizens Bank & Trust
North Carolina
$2.21M -$59.1K -1,274 -3%
FNFDCM
869
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.2M +$247K +5,315 +13%
RFS
870
Rockefeller Financial Services
New York
$2.2M +$94K +2,026 +4%
FNBOMD
871
First National Bank of Mount Dora
Florida
$2.19M -$12.8K -275 -0.6%
Eagle Capital Management (New York)
872
Eagle Capital Management (New York)
New York
$2.19M – – –
BCM
873
BTR Capital Management
California
$2.18M +$300K +6,472 +16%
PWM
874
Perigon Wealth Management
California
$2.18M – – –
CI
875
CAZ Investments
Texas
$2.18M +$234K +5,050 +12%
33 34
35
36 37