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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 %
SC
976
Stralem & Co
New York
$1.53M -$175K -3,900 -10%
MCM
977
Mengis Capital Management
Oregon
$1.53M +$43.9K +980 +3%
BCB
978
Brian C. Broderick
$1.53M -$87.5K -1,950 -5%
NWP
979
Northstar Wealth Partners
Connecticut
$1.53M -$93K -2,096 -6%
PTB
980
Pioneer Trust Bank
Oregon
$1.52M -$33.9K -755 -2%
SNBOSCI
981
Security National Bank of Sioux City Iowa
Iowa
$1.52M +$12.1K +269 +0.8%
VNA
982
Valley National Advisers
Pennsylvania
$1.52M -$112K -2,501 -7%
DHFB
983
Dixon Hubard Feinour & Brown
Virginia
$1.52M -$6.37K -142 -0.4%
BFA
984
Bragg Financial Advisors
North Carolina
$1.52M -$54.6K -1,217 -3%
LSV Asset Management
985
LSV Asset Management
Illinois
$1.52M – – –
Edgewood Management
986
Edgewood Management
Connecticut
$1.5M -$11.2K -250 -0.7%
STMM
987
South Texas Money Management
Texas
$1.5M -$66.4K -1,480 -4%
MRCM
988
M&R Capital Management
New Jersey
$1.5M -$38.7K -850 -3%
MLIC
989
Mandatum Life Insurance Company
Finland
$1.5M -$805K -17,940 -35%
IB
990
Intrust Bank
Kansas
$1.5M -$37K -824 -2%
WC
991
Whitnell & Co
Illinois
$1.49M – – –
FIM
992
Fruth Investment Management
Texas
$1.49M – – –
AHC
993
Adell Harriman & Carpenter
Texas
$1.48M -$29K -646 -2%
HI
994
Hudock Inc
Pennsylvania
$1.47M +$72.5K +1,617 +5%
SLF
995
Sun Life Financial
Ontario, Canada
$1.47M +$1.45M +32,396 +11,780%
AIA
996
AIMZ Investment Advisors
California
$1.46M -$8.75K -195 -0.6%
RMDI
997
R.M. Davis Inc
Maine
$1.46M -$115K -2,564 -7%
DG
998
Davidson & Garrard
Virginia
$1.46M +$13K +291 +0.9%
BO
999
BRR OpCo
Ohio
$1.45M -$23K -512 -2%
YIA
1000
YHB Investment Advisors
Connecticut
$1.45M +$15.8K +353 +1%
38 39
40
41 42