KO icon

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 %
HAG
926
HighPoint Advisor Group
Illinois
$1.59M +$147K +3,567 +10%
CIC
927
Carnegie Investment Counsel
Ohio
$1.58M -$45.5K -1,093 -3%
WFG
928
Wills Financial Group
Virginia
$1.58M -$356K -8,415 -18%
BC
929
Burney Company
Virginia
$1.58M +$55.4K +1,314 +4%
MLL
930
Moody Lynn & Lieberson
Massachusetts
$1.58M -$3.37M -79,679 -68%
WA
931
WBH Advisory
Maryland
$1.57M -$512K -12,110 -25%
LI
932
Longer Investments
Arkansas
$1.57M +$846 +20 +0.1%
HIC
933
Hartline Investment Corp
Illinois
$1.56M – – –
RIA
934
Regal Investment Advisors
Michigan
$1.55M +$228K +5,379 +17%
HH
935
Hilltop Holdings
Texas
$1.54M +$41.6K +984 +3%
LS
936
Livforsakringsbolaget Skandia
Sweden
$1.54M -$14.9M -416,484 -91%
BIM
937
Bridges Investment Management
Nebraska
$1.54M -$131K -3,100 -8%
AIA
938
Allegis Investment Advisors
Idaho
$1.53M +$244K +5,773 +19%
RW
939
Rand Wealth
Maryland
$1.52M +$7.2K +170 +0.5%
JCM
940
Janney Capital Management
Pennsylvania
$1.52M +$1.52K +36 +0.1%
UBWV
941
United Bank (West Virginia)
West Virginia
$1.52M -$79K -1,866 -5%
RA
942
Rational Advisors
New York
$1.52M +$1.52M +35,900 New
FFSOTS
943
Fiduciary Financial Services of The Southwest
Texas
$1.52M +$2.54K +60 +0.2%
TCM
944
Texan Capital Management
Texas
$1.52M -$434K -10,250 -22%
AMIM
945
Aull & Monroe Investment Management
Alabama
$1.51M -$397K -9,384 -21%
CCFCSB
946
Cape Cod Five Cents Savings Bank
Massachusetts
$1.5M -$246K -5,825 -14%
CNAM
947
Campbell Newman Asset Management
Wisconsin
$1.5M – – –
AHC
948
Adell Harriman & Carpenter
Texas
$1.5M -$31.1K -734 -2%
BFEC
949
Benjamin F. Edwards & Company
Missouri
$1.48M +$265K +6,270 +22%
KCP
950
KDI Capital Partners
North Carolina
$1.47M +$1.47M +34,800 New
36 37
38
39 40