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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 %
FNT
926
First National Trust
Pennsylvania
$1.6M -$236K -5,680 -13%
WFG
927
Wills Financial Group
Virginia
$1.6M +$48.9K +1,180 +3%
CIM
928
CenturyLink Investment Management
Colorado
$1.59M -$108K -2,596 -6%
BAM
929
Brave Asset Management
New Jersey
$1.59M – – –
CIC
930
Carnegie Investment Counsel
Ohio
$1.59M +$1.38K +33 +0.1%
NCM
931
Novare Capital Management
North Carolina
$1.58M +$724K +17,473 +84%
BCB
932
Brian C. Broderick
$1.58M -$51.8K -1,250 -3%
VF
933
Virtu Financial
New York
$1.58M +$1.58M +38,041 New
NFA
934
Nuveen Fund Advisors
Illinois
$1.57M +$1.57M +37,810 New
WIC
935
Woodmont Investment Counsel
Tennessee
$1.56M -$8.91K -215 -0.6%
VC
936
Vicus Capital
Pennsylvania
$1.56M +$594K +14,319 +61%
BC
937
Burney Company
Virginia
$1.56M +$9.95K +240 +0.6%
BE
938
Bonness Enterprises
District of Columbia
$1.56M – – –
ST
939
Smithfield Trust
Pennsylvania
$1.56M – – –
SHWM
940
Smith & Howard Wealth Management
Georgia
$1.56M -$12.5K -301 -0.8%
LPIC
941
LeJeune Puetz Investment Counsel
Michigan
$1.55M +$1.55M +37,430 New
RIA
942
Regal Investment Advisors
Michigan
$1.54M +$24.4K +588 +2%
FMWA
943
Forvis Mazars Wealth Advisors
Missouri
$1.54M +$217K +5,229 +16%
SS
944
Simplicity Solutions
Minnesota
$1.53M +$928K +22,389 +154%
DAS
945
Dynamic Advisor Solutions
Arizona
$1.53M -$322K -7,759 -17%
AIIMS
946
Analyst IMS Investment Management Services
Israel
$1.53M -$25.8K -623 -2%
Jones Financial Companies
947
Jones Financial Companies
Missouri
$1.53M -$211K -5,083 -12%
HIC
948
Hartline Investment Corp
Illinois
$1.53M – – –
LFAS
949
Level Four Advisory Services
Texas
$1.53M +$1.53M +36,786 New
RS
950
Robeco Schweiz
Switzerland
$1.52M +$1.2M +28,835 +376%
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