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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
926
First Personal Financial Services
North Carolina
$1.88M +$3.57K +77 +0.2%
MAA
927
Matrix Asset Advisors
New York
$1.87M -$73.1K -1,575 -4%
ANRIA
928
American National Registered Investment Advisor
Texas
$1.87M – – –
CAM
929
Cacti Asset Management
Georgia
$1.86M – – –
MDCM
930
Morgan Dempsey Capital Management
Wisconsin
$1.86M +$253K +5,462 +16%
WB
931
Webster Bank
Connecticut
$1.86M +$137K +2,952 +8%
LSV Asset Management
932
LSV Asset Management
Illinois
$1.85M – – –
HC
933
HHG & Company
Connecticut
$1.84M +$10.3K +223 +0.6%
MBA
934
McQueen Ball & Associates
Pennsylvania
$1.84M +$1.86K +40 +0.1%
SIMM
935
Stillwater Investment Management (Minnesota)
Minnesota
$1.84M +$9.09K +196 +0.5%
AIIMS
936
Analyst IMS Investment Management Services
Israel
$1.84M -$13.1K -282 -0.7%
BAS
937
Brown Advisory Securities
Maryland
$1.83M -$86.6K -1,864 -5%
SFSIG
938
San Francisco Sentry Investment Group
California
$1.82M +$9.6K +207 +0.5%
MNBTD
939
Moody National Bank Trust Division
Texas
$1.81M – – –
RIM
940
Regent Investment Management
Kentucky
$1.8M -$73.3K -1,580 -4%
CIC
941
Carnegie Investment Counsel
Ohio
$1.8M +$40.3K +868 +2%
IC
942
Investment Counsel
Michigan
$1.8M +$23.2K +500 +1%
FSA
943
Franklin Street Advisors
North Carolina
$1.8M +$101K +2,179 +6%
FHA
944
First Horizon Advisors
Tennessee
$1.79M -$186K -4,011 -9%
TCCM
945
Timber Creek Capital Management
Massachusetts
$1.79M -$1.74M -37,455 -49%
CIM
946
CIM Investment Management
Pennsylvania
$1.79M -$274K -5,904 -13%
PMFA
947
Plante Moran Financial Advisors
Michigan
$1.79M -$55.5K -1,197 -3%
ACS
948
Archford Capital Strategies
Illinois
$1.78M +$41.3K +891 +2%
JGUA
949
John G. Ullman & Associates
New York
$1.78M -$17.4M -375,221 -91%
ASN
950
Advisory Services Network
Georgia
$1.78M +$506K +10,904 +40%
36 37
38
39 40