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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 %
ARMC
851
American Research & Management Company
Massachusetts
$1.97M – – –
TAM
852
Taurus Asset Management
New York
$1.96M -$6.28M -151,447 -76%
MAA
853
Mraz Amerine & Associates
California
$1.96M – – –
AP
854
Advisor Partners
California
$1.94M -$217K -5,223 -10%
WSCM
855
Wellington Shields Capital Management
New York
$1.93M -$18.7K -450 -1%
SLA
856
Silver Lake Advisory
Utah
$1.91M +$33K +795 +2%
SHCM
857
Stokes & Hubbell Capital Management
Louisiana
$1.91M -$124K -2,980 -6%
HP
858
Hikari Power
Japan
$1.91M -$16.3M -393,100 -90%
FC
859
FIC Capital
New York
$1.9M +$60.3K +1,455 +3%
HC
860
Hendley & Co
Ohio
$1.9M +$10.4K +250 +0.5%
FNBOMD
861
First National Bank of Mount Dora
Florida
$1.89M -$78.8K -1,900 -4%
PA
862
Parallel Advisors
California
$1.89M +$1.89M +45,688 New
BAS
863
Brown Advisory Securities
Maryland
$1.88M +$225K +5,411 +14%
CEP
864
Chicago Equity Partners
Illinois
$1.88M +$85K +2,050 +5%
AIA
865
Allegis Investment Advisors
Idaho
$1.88M +$382K +9,226 +26%
CI
866
CAZ Investments
Texas
$1.85M – – –
NIM
867
Northeast Investment Management
Massachusetts
$1.85M -$28.9K -697 -2%
MYLI
868
Meiji Yasuda Life Insurance
Japan
$1.84M -$1.03M -24,780 -36%
TBA
869
Tower Bridge Advisors
Pennsylvania
$1.83M -$266K -6,425 -13%
SLT
870
St Louis Trust
Missouri
$1.82M – – –
HW
871
Hedeker Wealth
Illinois
$1.82M +$1.74M +41,957 +2,235%
ACS
872
Archford Capital Strategies
Illinois
$1.82M +$57.4K +1,386 +3%
FSA
873
Franklin Street Advisors
North Carolina
$1.8M +$130K +3,147 +8%
ECM
874
Elgethun Capital Management
South Dakota
$1.8M +$1.8M +43,477 New
Balyasny Asset Management
875
Balyasny Asset Management
Illinois
$1.8M +$1.8M +43,400 New
33 34
35
36 37