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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
1026
Cornerstone Management
Georgia
$1.33M -$81K -1,800 -6%
PWP
1027
Private Wealth Partners
California
$1.33M +$1.33M +29,500 New
BWAM
1028
Boyd Watterson Asset Management
Ohio
$1.33M +$4.28K +95 +0.3%
CCT
1029
Country Club Trust
Missouri
$1.33M +$121K +2,697 +10%
TAM
1030
Taurus Asset Management
New York
$1.32M -$22.5K -500 -2%
BWP
1031
BSW Wealth Partners
Colorado
$1.32M +$44.2K +983 +3%
MSFP
1032
Mark Sheptoff Financial Planning
Connecticut
$1.32M -$349K -7,761 -21%
RGC
1033
Roberts, Glore & Co
Illinois
$1.32M -$32.6K -725 -2%
SNBOSD
1034
Security National Bank of So Dak
Iowa
$1.31M +$3.6K +80 +0.3%
DI
1035
Diligent Investors
California
$1.31M -$10.1K -225 -0.8%
VIA
1036
Virtus Investment Advisers
Connecticut
$1.31M -$59.1K -1,312 -4%
FHA
1037
First Horizon Advisors
Tennessee
$1.31M +$8.68K +193 +0.7%
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$1.3M -$20.2K -448 -2%
CCFCSB
1039
Cape Cod Five Cents Savings Bank
Massachusetts
$1.3M -$73K -1,622 -5%
TCM
1040
Tradition Capital Management
New Jersey
$1.3M -$44.7K -993 -3%
GBT
1041
Grove Bank & Trust
Florida
$1.3M +$151K +3,347 +13%
MJRIC
1042
Mogy Joel R Investment Counsel
California
$1.3M – – –
VFA
1043
Valeo Financial Advisors
Indiana
$1.29M +$1.29M +28,758 New
EGA
1044
Eagle Global Advisors
Texas
$1.29M – – –
TA
1045
Tiedemann Advisors
New York
$1.29M -$640K -14,313 -33%
SC
1046
Savant Capital
Illinois
$1.29M -$7.61K -169 -0.6%
MM
1047
Meridian Management
Arkansas
$1.29M +$20.3K +450 +2%
NAMA
1048
Nikko Asset Management Americas
New York
$1.28M -$104K -2,300 -7%
CF
1049
CNA Financial
Illinois
$1.28M – – –
FIB
1050
First Interstate Bank
Montana
$1.28M -$336K -7,465 -21%
40 41
42
43 44