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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 %
MHIM
901
MacNealy Hoover Investment Management
Ohio
$1.7M -$43.7K -1,053 -3%
BPM
902
Bowling Portfolio Management
Ohio
$1.69M -$354K -8,539 -17%
CBU
903
CIBC Bank USA
Illinois
$1.69M -$8.33K -201 -0.5%
JCM
904
Jacobi Capital Management
Pennsylvania
$1.68M -$250K -6,094 -13%
CFSG
905
Community Financial Services Group
Vermont
$1.67M +$18K +435 +1%
WKWM
906
Walter & Keenan Wealth Management
Indiana
$1.67M -$91.8K -2,214 -5%
ANRIA
907
American National Registered Investment Advisor
Texas
$1.67M – – –
PAM
908
Palisade Asset Management
Minnesota
$1.67M -$68.4K -1,650 -4%
MBA
909
McQueen Ball & Associates
Pennsylvania
$1.66M -$7.84K -189 -0.5%
FIB
910
First Interstate Bank
Montana
$1.66M +$22.6K +545 +1%
LSV Asset Management
911
LSV Asset Management
Illinois
$1.65M – – –
SFA
912
Stewardship Financial Advisors
Georgia
$1.65M -$227K -5,477 -12%
CAM
913
Cacti Asset Management
Georgia
$1.65M – – –
GP
914
GLG Partners
United Kingdom
$1.65M +$1.65M +39,699 New
RMDI
915
R.M. Davis Inc
Maine
$1.64M +$14.1K +339 +0.9%
RFS
916
Rockefeller Financial Services
New York
$1.64M – – –
AZA
917
Arthur Zaske & Associates
Michigan
$1.64M +$473K +11,408 +41%
HAG
918
HighPoint Advisor Group
Illinois
$1.64M +$8.35K +198 +0.5%
AWM
919
AE Wealth Management
Kansas
$1.63M +$1.63M +39,396 New
FHA
920
First Horizon Advisors
Tennessee
$1.63M – – –
MNBTD
921
Moody National Bank Trust Division
Texas
$1.62M – – –
P
922
Pitcairn
Pennsylvania
$1.61M -$264K -6,356 -14%
CAMG
923
CWA Asset Management Group
Florida
$1.61M +$420K +10,128 +35%
BW
924
Bison Wealth
Georgia
$1.61M +$35.7K +861 +2%
SFSIG
925
San Francisco Sentry Investment Group
California
$1.6M -$6.76K -163 -0.4%
35 36
37
38 39