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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
1001
Laurel Wealth Advisors (California)
California
$1.56M -$35.9K -773 -2%
HRC
1002
Hoertkorn Richard Charles
$1.55M -$83.5K -1,800 -5%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$1.52M -$65.6K -1,414 -4%
IIM
1004
Ipswich Investment Management
Massachusetts
$1.52M +$31.7K +700 +2%
DHFB
1005
Dixon Hubard Feinour & Brown
Virginia
$1.52M -$40.3K -900 -3%
BC
1006
Burney Company
Virginia
$1.51M -$30.3K -654 -2%
SIA
1007
Sit Investment Associates
Minnesota
$1.51M – – –
DMC
1008
Drexel Morgan & Co
Pennsylvania
$1.51M +$12.2K +263 +0.8%
AAM
1009
Augustine Asset Management
Florida
$1.51M -$103K -2,295 -6%
WEC
1010
Winslow Evans & Crocker
Massachusetts
$1.5M -$6.12K -132 -0.4%
LNB
1011
Ledyard National Bank
$1.5M -$22.7K -490 -1%
MCM
1012
Maryland Capital Management
Maryland
$1.5M -$14.7K -317 -1%
MRCM
1013
M&R Capital Management
New Jersey
$1.5M +$23.2K +500 +2%
PTB
1014
Pioneer Trust Bank
Oregon
$1.5M -$2.09K -45 -0.1%
TPWA
1015
TRUE Private Wealth Advisors
Oregon
$1.5M -$371 -8 -0%
SRP
1016
Saddle Road Partners
Nebraska
$1.49M – – –
ATC
1017
Adirondack Trust Company
New York
$1.49M -$9.28K -200 -0.6%
AP
1018
Appleton Partners
Massachusetts
$1.47M -$74.2K -1,600 -5%
PVH
1019
Psagot Value Holdings
Israel
$1.46M +$279K +6,005 +24%
Geode Capital Management
1020
Geode Capital Management
Massachusetts
$1.46M +$22.3K +481,442 +2%
HW
1021
Hedeker Wealth
Illinois
$1.45M -$679K -14,654 -32%
CL
1022
CPWM LLC
Washington
$1.45M -$182K -3,913 -11%
KCPG
1023
Kavar Capital Partners Group
Kansas
$1.44M +$93 +2 +0%
MSR
1024
Main Street Research
Connecticut
$1.44M -$2.69K -58 -0.2%
LA
1025
Lau Associates
Delaware
$1.44M – – –
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