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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1001
Investment Partners
Ohio
$1.51M -$658K -14,516 -30%
CC
1002
Courier Capital
New York
$1.51M -$88.1K -1,944 -6%
AIA
1003
AIMZ Investment Advisors
California
$1.51M -$1.59M -34,965 -51%
AL
1004
Aspiriant LLC
California
$1.51M +$56.9K +1,441 +4%
BFA
1005
Bragg Financial Advisors
North Carolina
$1.51M -$32.9K -727 -2%
LWAC
1006
Laurel Wealth Advisors (California)
California
$1.51M -$14.1K -312 -0.9%
HRC
1007
Hoertkorn Richard Charles
$1.5M -$18.1K -400 -1%
KCPG
1008
Kavar Capital Partners Group
Kansas
$1.49M +$77.1K +1,700 +5%
WEC
1009
Winslow Evans & Crocker
Massachusetts
$1.48M +$10.1K +222 +0.7%
SIA
1010
Sit Investment Associates
Minnesota
$1.48M – – –
DMC
1011
Drexel Morgan & Co
Pennsylvania
$1.47M -$2.22K -49 -0.2%
PTB
1012
Pioneer Trust Bank
Oregon
$1.46M – – –
SRP
1013
Saddle Road Partners
Nebraska
$1.46M – – –
HWP
1014
Hefty Wealth Partners
Indiana
$1.46M +$1.46M +32,109 New
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$41.1K -906 -3%
CCA
1016
Cobblestone Capital Advisors
New York
$1.44M +$36.9K +813 +3%
FA
1017
FCG Advisors
New Jersey
$1.44M +$1.44M +31,711 New
UAS
1018
United Asset Strategies
New York
$1.43M +$165K +3,640 +13%
OLA
1019
Oliver Luxxe Assets
New Jersey
$1.43M -$121K -2,672 -8%
YP
1020
Yellowstone Partners
Idaho
$1.43M +$298K +6,564 +26%
LNB
1021
Ledyard National Bank
$1.43M -$42.4K -935 -3%
ASN
1022
Advisory Services Network
Georgia
$1.43M -$312K -6,891 -18%
ATC
1023
Adirondack Trust Company
New York
$1.42M -$36.9K -815 -3%
MSR
1024
Main Street Research
Connecticut
$1.42M +$13.6K +301 +1%
RIA
1025
Regal Investment Advisors
Michigan
$1.42M +$46.2K +1,020 +3%
39 40
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