KO icon

Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1026
Lau Associates
Delaware
$1.28M – – –
BWM
1027
BerganKDV Wealth Management
Minnesota
$1.28M +$145K +3,509 +13%
CNC
1028
Citizens & Northern Corp
Pennsylvania
$1.28M +$47K +1,134 +4%
UAS
1029
United Asset Strategies
New York
$1.28M -$100K -2,418 -7%
CC
1030
Courier Capital
New York
$1.28M -$69.3K -1,672 -5%
HFBOT
1031
Home Federal Bank of Tennessee
Tennessee
$1.26M -$7.26K -175 -0.6%
TYCC
1032
Texas Yale Capital Corp
Florida
$1.26M – – –
NBC
1033
Neuberger Berman Canada
Ontario, Canada
$1.26M +$272K +6,549 +28%
CL
1034
Choreo LLC
Illinois
$1.26M -$52.4K -1,264 -4%
MJRIC
1035
Mogy Joel R Investment Counsel
California
$1.25M – – –
CA
1036
CapWealth Advisors
Tennessee
$1.25M -$2.85M -68,665 -69%
GLA
1037
Great Lakes Advisors
Illinois
$1.25M -$925K -22,314 -43%
LNB
1038
Ledyard National Bank
$1.25M -$15.6K -376 -1%
VNIM
1039
Vaughan Nelson Investment Management
Texas
$1.24M – – –
MCM
1040
Maryland Capital Management
Maryland
$1.24M -$40.9K -987 -3%
1SB
1041
1ST Source Bank
Indiana
$1.23M +$22.3K +537 +2%
CAM
1042
CG Asset Management
New York
$1.22M -$107K -2,580 -8%
AL
1043
Airain Ltd
Guernsey
$1.22M -$6.23M -150,391 -84%
AP
1044
Appleton Partners
Massachusetts
$1.22M +$2.57K +62 +0.2%
CCM
1045
CrestPoint Capital Management
Missouri
$1.21M -$37.3K -900 -3%
FAT
1046
First American Trust
California
$1.21M – – –
RJA
1047
Robshaw & Julian Associates
New York
$1.2M -$20.7K -500 -2%
BWAM
1048
Boyd Watterson Asset Management
Ohio
$1.2M -$7.92K -191 -0.7%
LCM
1049
Logan Capital Management
Pennsylvania
$1.2M -$109K -2,632 -8%
SFSG
1050
Stearns Financial Services Group
North Carolina
$1.2M +$13.6K +328 +1%
40 41
42
43 44