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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
876
Wellington Shields Capital Management
New York
$1.93M -$11.7K -260 -0.6%
TBA
877
Tower Bridge Advisors
Pennsylvania
$1.92M – – –
MC
878
Menta Capital
California
$1.92M -$437K -9,750 -19%
IFWM
879
Institute for Wealth Management
Colorado
$1.92M +$1.92M +42,706 New
NIM
880
Northeast Investment Management
Massachusetts
$1.91M -$50.4K -1,124 -3%
SHCM
881
Stokes & Hubbell Capital Management
Louisiana
$1.91M +$3.54K +79 +0.2%
SFA
882
Sequoia Financial Advisors
Ohio
$1.91M +$319K +7,111 +20%
BCM
883
Boltwood Capital Management
California
$1.9M -$31.4K -701 -2%
CAM
884
Cacti Asset Management
Georgia
$1.89M +$110K +2,450 +6%
RMSCM
885
R.M. Sincerbeaux Capital Management
New York
$1.88M – – –
CI
886
CAZ Investments
Texas
$1.88M -$131K -2,910 -7%
CCM
887
Chilton Capital Management
Texas
$1.87M -$6.5K -145 -0.3%
RIA
888
Regal Investment Advisors
Michigan
$1.86M +$42.5K +947 +2%
DAS
889
Dynamic Advisor Solutions
Arizona
$1.86M +$214K +4,763 +13%
MHIM
890
MacNealy Hoover Investment Management
Ohio
$1.85M +$179 +4 +0%
CFSG
891
Community Financial Services Group
Vermont
$1.85M +$64.8K +1,444 +4%
RIM
892
Regent Investment Management
Kentucky
$1.83M – – –
FNT
893
First National Trust
Pennsylvania
$1.83M +$169K +3,757 +10%
SIMM
894
Stillwater Investment Management (Minnesota)
Minnesota
$1.83M +$4.08K +91 +0.2%
PAM
895
Palisade Asset Management
Minnesota
$1.82M – – –
CG
896
Caprock Group
Idaho
$1.82M +$392K +8,668 +27%
SBSB
897
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.82M -$4.75K -106 -0.3%
SIA
898
Sit Investment Associates
Minnesota
$1.82M – – –
CII
899
Capital International Inc
California
$1.81M -$794K -17,700 -30%
HW
900
Hedeker Wealth
Illinois
$1.81M -$6.73K -150 -0.4%
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36
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