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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
1051
1ST Source Bank
Indiana
$1.32M +$106K +2,292 +9%
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.32M -$113K -2,441 -8%
MM
1053
Meridian Management
Arkansas
$1.32M – – –
DDC
1054
DF Dent & Co
Maryland
$1.31M – – –
YIA
1055
YHB Investment Advisors
Connecticut
$1.31M -$1.54M -33,159 -54%
Aristotle Capital Management
1056
Aristotle Capital Management
California
$1.3M – – –
UAS
1057
United Asset Strategies
New York
$1.3M -$3.2K -69 -0.2%
CIP
1058
Convergence Investment Partners
Florida
$1.29M -$7.93K -171 -0.6%
MWAC
1059
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.29M +$43.8K +944 +4%
SFM
1060
Signature Financial Management
Virginia
$1.28M +$80.8K +1,742 +7%
CT
1061
Chicago Trust
Illinois
$1.27M -$78.3K -1,686 -6%
CL
1062
Choreo LLC
Illinois
$1.27M +$127K +2,727 +11%
KTC
1063
Kistler-Tiffany Companies
Pennsylvania
$1.27M +$200K +4,320 +19%
DAM
1064
Delta Asset Management
Tennessee
$1.26M -$15.8K -340 -1%
SWK
1065
Stephen W. Kidder
$1.26M -$4.64K -100 -0.4%
BP
1066
Ballentine Partners
Massachusetts
$1.26M +$327K +7,036 +35%
NVIM
1067
New Vernon Investment Management
Illinois
$1.25M -$486K -10,480 -28%
BFEC
1068
Benjamin F. Edwards & Company
Missouri
$1.24M +$82.3K +1,773 +7%
ECM
1069
EagleClaw Capital Management
Massachusetts
$1.24M -$18.6K -400 -1%
LCM
1070
LVM Capital Management
Michigan
$1.24M +$232K +5,000 +23%
BFC
1071
Blue Fin Capital
Rhode Island
$1.23M -$78.4K -1,690 -6%
PAM
1072
PartnerRe Asset Management
Connecticut
$1.22M – – –
WA
1073
Wheatland Advisors
Pennsylvania
$1.22M -$2.32K -50 -0.2%
BSW
1074
Buckingham Strategic Wealth
Missouri
$1.22M +$33.8K +728 +3%
BCP
1075
Berkeley Capital Partners
Georgia
$1.21M -$248K -5,351 -17%
41 42
43
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