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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 %
ASN
976
Advisory Services Network
Georgia
$1.4M +$73.1K +1,727 +5%
LWAC
977
Laurel Wealth Advisors (California)
California
$1.4M -$6.22K -147 -0.4%
HRC
978
Hoertkorn Richard Charles
$1.4M – – –
LNC
979
Lincoln National Corp
Pennsylvania
$1.39M +$79.3K +1,873 +6%
DG
980
Davidson & Garrard
Virginia
$1.39M -$221K -5,222 -14%
RGC
981
Roberts, Glore & Co
Illinois
$1.39M -$23.3K -550 -2%
KCPG
982
Kavar Capital Partners Group
Kansas
$1.39M -$4.23K -100 -0.3%
UAS
983
United Asset Strategies
New York
$1.39M +$66.6K +1,597 +5%
LIM
984
Lathrop Investment Management
Arkansas
$1.38M +$685K +15,637 +98%
RWM
985
RKL Wealth Management
Pennsylvania
$1.38M +$206K +4,858 +17%
SIA
986
Sit Investment Associates
Minnesota
$1.38M – – –
DMC
987
Drexel Morgan & Co
Pennsylvania
$1.38M – – –
CC
988
Courier Capital
New York
$1.37M -$38.5K -909 -3%
AL
989
Aspiriant LLC
California
$1.37M -$246K -5,801 -15%
WEC
990
Winslow Evans & Crocker
Massachusetts
$1.37M -$12.7K -300 -0.9%
YIA
991
YHB Investment Advisors
Connecticut
$1.37M -$1.2M -28,355 -47%
PTB
992
Pioneer Trust Bank
Oregon
$1.37M – – –
SRP
993
Saddle Road Partners
Nebraska
$1.36M – – –
ST
994
Spot Trading
Illinois
$1.36M +$1.36M +32,101 New
CAM
995
CG Asset Management
New York
$1.36M -$402K -9,500 -23%
RCAG
996
Rehmann Capital Advisory Group
Michigan
$1.36M -$65.4K -1,545 -5%
FPB
997
First PREMIER Bank
South Dakota
$1.36M +$50.8K +1,200 +4%
FFBTD
998
First Financial Bank - Trust Division
Ohio
$1.36M -$339K -8,014 -20%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$1.35M – – –
ATC
1000
Adirondack Trust Company
New York
$1.35M +$25.4K +600 +2%
38 39
40
41 42