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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 %
BWAM
1026
Boyd Watterson Asset Management
Ohio
$1.24M -$1.9K -45 -0.2%
1SB
1027
1ST Source Bank
Indiana
$1.24M +$5.21K +123 +0.4%
FAT
1028
First American Trust
California
$1.23M -$33.9K -801 -3%
OLA
1029
Oliver Luxxe Assets
New Jersey
$1.22M -$117K -2,753 -9%
CAMG
1030
CWA Asset Management Group
Florida
$1.22M +$81.7K +1,931 +7%
CBA
1031
Coastal Bridge Advisors
Connecticut
$1.21M +$2.03K +48 +0.2%
SFSG
1032
Stearns Financial Services Group
North Carolina
$1.21M -$720 -17 -0.1%
CF
1033
CNA Financial
Illinois
$1.21M -$374K -8,850 -24%
MM
1034
Meridian Management
Arkansas
$1.2M – – –
DI
1035
Diligent Investors
California
$1.2M -$8.48K -200 -0.7%
WP
1036
WMS Partners
Maryland
$1.19M -$33K -780 -3%
AZA
1037
Arthur Zaske & Associates
Michigan
$1.19M +$1.19M +28,150 New
SWM
1038
Segment Wealth Management
Texas
$1.19M +$1.19K +28 +0.1%
Aristotle Capital Management
1039
Aristotle Capital Management
California
$1.19M – – –
SCA
1040
Snowden Capital Advisors
New York
$1.18M +$731K +17,281 +161%
Wolverine Trading
1041
Wolverine Trading
Illinois
$1.18M +$1.18M +28,131 New
MPAM
1042
Murphy Pohlad Asset Management
Minnesota
$1.17M -$261K -6,160 -18%
LPU
1043
Lansdowne Partners (UK)
United Kingdom
$1.17M -$1.16M -27,503 -50%
SNBOSD
1044
Security National Bank of So Dak
Iowa
$1.17M +$55.7K +1,315 +5%
BSW
1045
Buckingham Strategic Wealth
Missouri
$1.16M -$9.4K -222 -0.8%
SFM
1046
Signature Financial Management
Virginia
$1.16M – – –
BWM
1047
BerganKDV Wealth Management
Minnesota
$1.16M +$1.16M +27,368 New
MIH
1048
Madison Investment Holdings
Wisconsin
$1.16M -$8.75M -206,620 -88%
KTC
1049
Kistler-Tiffany Companies
Pennsylvania
$1.16M +$6.69K +158 +0.6%
PMFA
1050
Plante Moran Financial Advisors
Michigan
$1.16M -$507K -11,976 -30%
40 41
42
43 44