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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 %
YP
901
Yellowstone Partners
Idaho
$1.67M +$335K +7,904 +25%
FIB
902
First Interstate Bank
Montana
$1.67M -$37.1K -876 -2%
BCB
903
Brian C. Broderick
$1.67M -$169K -4,000 -9%
RMDI
904
R.M. Davis Inc
Maine
$1.66M -$36.4K -860 -2%
SGAM
905
Steinberg Global Asset Management
Florida
$1.66M +$35K +826 +2%
MNBTD
906
Moody National Bank Trust Division
Texas
$1.65M – – –
WB
907
Webster Bank
Connecticut
$1.65M +$28.2K +666 +2%
EDRS
908
Edmond de Rothschild (Suisse)
Switzerland
$1.65M -$336K -7,940 -17%
NC
909
Northpointe Capital
Michigan
$1.65M +$1.65M +38,935 New
SFSIG
910
San Francisco Sentry Investment Group
California
$1.64M -$25.4K -600 -2%
BPM
911
Bronson Point Management
Connecticut
$1.64M -$2.17M -51,200 -57%
MHS
912
M Holdings Securities
Oregon
$1.64M +$29.6K +700 +2%
HCM
913
Highbridge Capital Management
New York
$1.63M +$592K +13,985 +57%
FHA
914
First Horizon Advisors
Tennessee
$1.63M +$177K +4,197 +12%
BAM
915
Brave Asset Management
New Jersey
$1.62M -$102K -2,400 -6%
WIC
916
Woodmont Investment Counsel
Tennessee
$1.61M -$8.46K -200 -0.5%
BW
917
Bison Wealth
Georgia
$1.6M -$207K -4,901 -11%
SHWM
918
Smith & Howard Wealth Management
Georgia
$1.6M -$186K -4,403 -10%
KT
919
Kanaly Trust
Texas
$1.6M +$345K +8,150 +28%
AAM
920
Azzad Asset Management
Virginia
$1.6M -$83.4K -1,970 -5%
RJA
921
Robshaw & Julian Associates
New York
$1.59M – – –
BE
922
Bonness Enterprises
District of Columbia
$1.59M – – –
ST
923
Smithfield Trust
Pennsylvania
$1.59M -$107K -2,520 -6%
AIIMS
924
Analyst IMS Investment Management Services
Israel
$1.59M – – –
TPWA
925
TRUE Private Wealth Advisors
Oregon
$1.59M +$124K +2,976 +8%
35 36
37
38 39