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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
976
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.6M +$1.6M +35,194 New
LPL Financial
977
LPL Financial
California
$1.59M -$72.9M -1,608,926 -98%
ICOM
978
Investment Counselors of Maryland
Maryland
$1.59M -$64.6K -1,425 -4%
TPWA
979
TRUE Private Wealth Advisors
Oregon
$1.59M +$127K +2,804 +9%
CCT
980
Country Club Trust
Missouri
$1.58M -$90.2K -1,989 -5%
FIM
981
Fruth Investment Management
Texas
$1.58M -$5.44K -120 -0.3%
LC
982
Lourd Capital
California
$1.58M +$25K +551 +2%
CG
983
Caprock Group
Idaho
$1.57M -$40.8K -900 -3%
DIS
984
Diversified Investment Strategies
Louisiana
$1.57M – – –
FHA
985
First Horizon Advisors
Tennessee
$1.56M -$198K -4,381 -11%
Dodge & Cox
986
Dodge & Cox
California
$1.55M – – –
BO
987
BRR OpCo
Ohio
$1.55M -$66.4K -1,465 -4%
BO
988
Bank OZK
Arkansas
$1.54M -$71.1K -1,569 -4%
DHFB
989
Dixon Hubard Feinour & Brown
Virginia
$1.54M +$1.81K +40 +0.1%
Edgewood Management
990
Edgewood Management
Connecticut
$1.54M – – –
MRCM
991
M&R Capital Management
New Jersey
$1.54M +$73.6K +1,625 +5%
MPAM
992
Murphy Pohlad Asset Management
Minnesota
$1.54M -$95.1K -2,100 -6%
SNBOSCI
993
Security National Bank of Sioux City Iowa
Iowa
$1.53M -$7.25K -160 -0.5%
RCAG
994
Rehmann Capital Advisory Group
Michigan
$1.53M -$32.3K -712 -2%
IIM
995
Ipswich Investment Management
Massachusetts
$1.53M – – –
HAG
996
HighPoint Advisor Group
Illinois
$1.52M +$581K +13,374 +62%
AAM
997
Augustine Asset Management
Florida
$1.52M -$4.08K -90 -0.3%
JGUA
998
John G. Ullman & Associates
New York
$1.52M -$219K -4,832 -13%
CC
999
Cognios Capital
Kansas
$1.52M +$207K +4,574 +16%
RGC
1000
Roberts, Glore & Co
Illinois
$1.51M -$158K -3,485 -9%
38 39
40
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