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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
926
Manchester Capital Management
Vermont
$1.71M -$53.8K -1,200 -3%
GP
927
Girard Partners
Pennsylvania
$1.71M -$676K -15,083 -28%
DDC
928
DF Dent & Co
Maryland
$1.7M +$585K +13,049 +52%
BC
929
Burney Company
Virginia
$1.69M -$11.6K -259 -0.7%
P
930
Pitcairn
Pennsylvania
$1.69M -$8.52K -190 -0.5%
BE
931
Bonness Enterprises
District of Columbia
$1.69M – – –
ASN
932
Advisory Services Network
Georgia
$1.68M +$660K +14,726 +65%
SFA
933
Stewardship Financial Advisors
Georgia
$1.68M -$165K -3,680 -9%
MSFP
934
Mark Sheptoff Financial Planning
Connecticut
$1.66M -$1.04M -23,125 -38%
WIC
935
Woodmont Investment Counsel
Tennessee
$1.66M -$31.4K -700 -2%
AIIMS
936
Analyst IMS Investment Management Services
Israel
$1.65M – – –
HIC
937
Hartline Investment Corp
Illinois
$1.65M – – –
BCM
938
BTR Capital Management
California
$1.65M -$24.7K -550 -1%
WP
939
WMS Partners
Maryland
$1.65M +$410K +9,145 +33%
LWAC
940
Laurel Wealth Advisors (California)
California
$1.65M -$430K -9,600 -21%
BWM
941
BerganKDV Wealth Management
Minnesota
$1.64M +$71.4K +1,591 +5%
ICOM
942
Investment Counselors of Maryland
Maryland
$1.64M -$5.61K -125 -0.3%
SHWM
943
Smith & Howard Wealth Management
Georgia
$1.64M -$5.34K -119 -0.3%
LPIC
944
LeJeune Puetz Investment Counsel
Michigan
$1.64M -$22.4K -500 -1%
FPB
945
First PREMIER Bank
South Dakota
$1.63M +$144K +3,210 +10%
BFEC
946
Benjamin F. Edwards & Company
Missouri
$1.62M +$3.36K +75 +0.2%
KCPG
947
Kavar Capital Partners Group
Kansas
$1.62M – – –
FFSOTS
948
Fiduciary Financial Services of The Southwest
Texas
$1.61M +$100K +2,241 +7%
SFSIG
949
San Francisco Sentry Investment Group
California
$1.61M +$563K +12,540 +54%
GA
950
GFS Advisors
Texas
$1.61M -$1.29M -28,800 -44%
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