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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1001
FCG Advisors
New Jersey
$1.35M +$5.5K +130 +0.4%
CL
1002
Choreo LLC
Illinois
$1.35M +$186K +4,350 +16%
JGUA
1003
John G. Ullman & Associates
New York
$1.33M -$84.6K -2,000 -6%
LCM
1004
Logan Capital Management
Pennsylvania
$1.33M +$52.7K +1,246 +4%
CM
1005
Cornerstone Management
Georgia
$1.33M -$208K -4,918 -14%
MSR
1006
Main Street Research
Connecticut
$1.32M -$5.04K -119 -0.4%
LA
1007
Lau Associates
Delaware
$1.31M – – –
MCM
1008
Maryland Capital Management
Maryland
$1.31M +$635 +15 +0%
MSU
1009
Mizuho Securities USA
New York
$1.3M +$1.05M +24,829 +415%
HFBOT
1010
Home Federal Bank of Tennessee
Tennessee
$1.3M +$65.1K +1,538 +5%
IAA
1011
Ironsides Asset Advisors
North Carolina
$1.29M +$50.8K +1,200 +4%
TYCC
1012
Texas Yale Capital Corp
Florida
$1.29M – – –
WIC
1013
Whitegate Investment Counselors
New Hampshire
$1.29M -$391K -9,239 -23%
LNB
1014
Ledyard National Bank
$1.29M -$45.6K -1,077 -3%
CCA
1015
Cobblestone Capital Advisors
New York
$1.28M -$60.6K -1,431 -5%
MJRIC
1016
Mogy Joel R Investment Counsel
California
$1.28M – – –
CCM
1017
CrestPoint Capital Management
Missouri
$1.27M -$1.07M -25,200 -46%
VNIM
1018
Vaughan Nelson Investment Management
Texas
$1.27M – – –
TS
1019
Twin Securities
New York
$1.27M +$1.27M +30,000 New
BCM
1020
Bluefin Capital Management
New York
$1.26M -$1.11M -26,326 -47%
CNC
1021
Citizens & Northern Corp
Pennsylvania
$1.26M +$1.26M +29,690 New
PAI
1022
Pittenger & Anderson Inc
Nebraska
$1.26M +$9.73K +230 +0.8%
CVM
1023
Cheviot Value Management
California
$1.25M -$10.2K -240 -0.8%
MWAC
1024
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.24M -$30.1K -712 -2%
AP
1025
Appleton Partners
Massachusetts
$1.24M -$78.8K -1,862 -6%
39 40
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