KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
926
Jane Street
New York
$1.57M -$251K -5,912 -14%
AIIMS
927
Analyst IMS Investment Management Services
Israel
$1.57M – – –
WIC
928
Woodmont Investment Counsel
Tennessee
$1.56M – – –
PCMC
929
Paragon Capital Management (Colorado)
Colorado
$1.56M +$1.56M +36,821 New
HIC
930
Hartline Investment Corp
Illinois
$1.56M – – –
SHWM
931
Smith & Howard Wealth Management
Georgia
$1.56M -$34.1K -803 -2%
ICOM
932
Investment Counselors of Maryland
Maryland
$1.56M +$101K +2,375 +7%
DAS
933
Dynamic Advisor Solutions
Arizona
$1.56M -$11.8K -277 -0.8%
TPWA
934
TRUE Private Wealth Advisors
Oregon
$1.56M +$39.5K +928 +3%
NWP
935
Northstar Wealth Partners
Connecticut
$1.56M +$1.56M +36,524 New
VNA
936
Valley National Advisers
Pennsylvania
$1.55M -$545K -12,834 -26%
KCPG
937
Kavar Capital Partners Group
Kansas
$1.53M +$11K +258 +0.7%
BCB
938
Brian C. Broderick
$1.53M -$84.9K -2,000 -5%
BFEC
939
Benjamin F. Edwards & Company
Missouri
$1.53M +$37.3K +879 +2%
UBWV
940
United Bank (West Virginia)
West Virginia
$1.52M -$212 -5 -0%
WB
941
Webster Bank
Connecticut
$1.51M -$31.4K -739 -2%
RW
942
Rand Wealth
Maryland
$1.51M -$20K -470 -1%
SFA
943
Sequoia Financial Advisors
Ohio
$1.5M +$1.32K +31 +0.1%
CNAM
944
Campbell Newman Asset Management
Wisconsin
$1.5M – – –
CCM
945
CrestPoint Capital Management
Missouri
$1.5M +$259K +6,100 +21%
WA
946
WBH Advisory
Maryland
$1.5M -$27.2K -641 -2%
MHS
947
M Holdings Securities
Oregon
$1.49M -$30.3K -714 -2%
BCP
948
Berkeley Capital Partners
Georgia
$1.49M -$609K -14,341 -29%
RMDI
949
R.M. Davis Inc
Maine
$1.49M -$193K -4,540 -11%
BFA
950
Bragg Financial Advisors
North Carolina
$1.49M +$4.33K +102 +0.3%
36 37
38
39 40