KO icon

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 %
SFA
851
Stewardship Financial Advisors
Georgia
$1.92M +$128K +3,017 +7%
SLA
852
Silver Lake Advisory
Utah
$1.92M +$25K +590 +1%
P
853
Pitcairn
Pennsylvania
$1.92M -$114K -2,699 -6%
NIM
854
Northeast Investment Management
Massachusetts
$1.92M -$11.6K -274 -0.6%
CI
855
CAZ Investments
Texas
$1.89M -$93.5K -2,210 -5%
DAS
856
Dynamic Advisor Solutions
Arizona
$1.89M -$226K -5,332 -11%
AssetMark Inc
857
AssetMark Inc
California
$1.88M -$207K -4,903 -10%
FC
858
FIC Capital
New York
$1.88M +$21.8K +516 +1%
FNT
859
First National Trust
Pennsylvania
$1.87M -$99.7K -2,357 -5%
MCM
860
Manchester Capital Management
Vermont
$1.87M -$205K -4,842 -10%
BA
861
Boston Advisors
Massachusetts
$1.86M – – –
SLT
862
St Louis Trust
Missouri
$1.86M -$154K -3,648 -8%
CCM
863
Chilton Capital Management
Texas
$1.84M -$12.7K -300 -0.7%
CC
864
Cadinha & Co
Hawaii
$1.84M +$8.25K +195 +0.5%
WC
865
Whitnell & Co
Illinois
$1.84M – – –
MCM
866
McMillion Capital Management
North Carolina
$1.84M +$88.3K +2,087 +5%
SBSB
867
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.84M +$345K +8,163 +23%
CEP
868
Chicago Equity Partners
Illinois
$1.83M -$7.31M -172,785 -80%
BCM
869
Boltwood Capital Management
California
$1.83M +$42.3K +1,000 +2%
LCM
870
Laurion Capital Management
New York
$1.82M -$84.7K -2,000 -4%
WKWM
871
Walter & Keenan Wealth Management
Indiana
$1.8M -$222K -5,246 -11%
AF
872
Aldebaran Financial
$1.8M -$6.6K -156 -0.4%
ACS
873
Archford Capital Strategies
Illinois
$1.8M +$1.07M +25,317 +148%
WIC
874
Wilkins Investment Counsel
Massachusetts
$1.78M – – –
AF
875
Arrow Financial
New York
$1.78M +$97.1K +2,296 +6%
33 34
35
36 37