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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 %
BFA
976
Bragg Financial Advisors
North Carolina
$1.45M +$66.1K +1,594 +5%
BIM
977
Bridges Investment Management
Nebraska
$1.45M -$54.9K -1,325 -4%
AHC
978
Adell Harriman & Carpenter
Texas
$1.45M -$18.2K -440 -1%
SNBOSCI
979
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$48K +1,159 +3%
KCP
980
KDI Capital Partners
North Carolina
$1.44M – – –
CIM
981
CIM Investment Management
Pennsylvania
$1.44M +$16.2K +390 +1%
ICOM
982
Investment Counselors of Maryland
Maryland
$1.42M -$4.89K -118 -0.3%
Dodge & Cox
983
Dodge & Cox
California
$1.42M – – –
WC
984
Whitnell & Co
Illinois
$1.41M -$393K -9,470 -22%
PTB
985
Pioneer Trust Bank
Oregon
$1.41M +$70.9K +1,710 +5%
Edgewood Management
986
Edgewood Management
Connecticut
$1.4M -$7.46K -180 -0.5%
TL
987
Tirschwell & Loewy
New York
$1.4M +$1.04K +25 +0.1%
FIM
988
Fruth Investment Management
Texas
$1.39M -$16.6K -400 -1%
MRCM
989
M&R Capital Management
New Jersey
$1.39M -$43.5K -1,050 -3%
BCM
990
Bluefin Capital Management
New York
$1.39M +$160K +3,863 +13%
Cetera Investment Advisers
991
Cetera Investment Advisers
Illinois
$1.39M +$423K +10,213 +44%
IIM
992
Ipswich Investment Management
Massachusetts
$1.39M -$8.29K -200 -0.6%
RCM
993
Radnor Capital Management
Pennsylvania
$1.39M +$1.39M +33,454 New
SIM
994
Sadoff Investment Management
Wisconsin
$1.39M -$8.29K -200 -0.6%
DG
995
Davidson & Garrard
Virginia
$1.38M +$10.5K +253 +0.8%
DIS
996
Diversified Investment Strategies
Louisiana
$1.38M -$58K -1,400 -4%
AL
997
Aspiriant LLC
California
$1.37M +$24.7K +596 +2%
NJBEST
998
New Jersey Better Educational Savings Trust
New Jersey
$1.37M +$705K +17,000 +106%
SIA
999
Sit Investment Associates
Minnesota
$1.36M +$8.09K +195 +0.6%
IP
1000
Investment Partners
Ohio
$1.36M -$725K -17,501 -35%
38 39
40
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