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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 %
AHC
976
Adell Harriman & Carpenter
Texas
$1.43M -$55.2K -1,300 -4%
EI
977
Elkhorn Investments
Illinois
$1.43M +$1.43M +33,612 New
IIM
978
Ipswich Investment Management
Massachusetts
$1.42M – – –
MCM
979
Mengis Capital Management
Oregon
$1.41M +$318K +7,500 +29%
FPB
980
First PREMIER Bank
South Dakota
$1.41M +$35.4K +833 +3%
WC
981
Whitnell & Co
Illinois
$1.41M -$36.6K -862 -3%
FIM
982
Fruth Investment Management
Texas
$1.41M -$21.2K -500 -1%
VIA
983
Virtus Investment Advisers
Connecticut
$1.4M +$1.4M +33,072 New
CBU
984
CIBC Bank USA
Illinois
$1.4M -$328K -7,737 -19%
BO
985
BRR OpCo
Ohio
$1.4M +$14.5K +341 +1%
BW
986
Bison Wealth
Georgia
$1.4M -$247K -5,822 -15%
AL
987
Aspiriant LLC
California
$1.39M -$11K -260 -0.8%
AIA
988
AIMZ Investment Advisors
California
$1.39M +$764 +18 +0.1%
YIA
989
YHB Investment Advisors
Connecticut
$1.38M +$3.67K +85 +0.3%
IHL
990
Investment House LLC
California
$1.38M -$685K -16,150 -33%
AAM
991
Augustine Asset Management
Florida
$1.38M -$8.49K -200 -0.6%
AFS
992
Access Financial Services
Minnesota
$1.37M +$310K +7,295 +29%
DG
993
Davidson & Garrard
Virginia
$1.37M -$43.3K -1,021 -3%
LC
994
Lourd Capital
California
$1.36M -$9.08K -214 -0.7%
RCAG
995
Rehmann Capital Advisory Group
Michigan
$1.36M +$26.9K +634 +2%
WFG
996
Wills Financial Group
Virginia
$1.36M -$273K -6,431 -17%
CVM
997
Cheviot Value Management
California
$1.36M +$22.1K +520 +2%
RCM
998
Radnor Capital Management
Pennsylvania
$1.36M -$63.7K -1,500 -4%
CIM
999
CIM Investment Management
Pennsylvania
$1.35M -$124K -2,926 -8%
LNB
1000
Ledyard National Bank
$1.35M +$78.7K +1,855 +6%
38 39
40
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