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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFBOT
1051
Home Federal Bank of Tennessee
Tennessee
$1.32M +$1.13K +25 +0.1%
1SB
1052
1ST Source Bank
Indiana
$1.32M +$28.1K +621 +2%
NA
1053
NewEdge Advisors
Louisiana
$1.32M +$1.32M +29,122 New
WP
1054
WMS Partners
Maryland
$1.31M -$91.9K -2,027 -7%
PIM
1055
Penobscot Investment Management
Massachusetts
$1.31M +$209K +4,612 +19%
BWP
1056
BSW Wealth Partners
Colorado
$1.3M -$11.3K -250 -0.9%
BFEC
1057
Benjamin F. Edwards & Company
Missouri
$1.3M +$88.6K +1,955 +7%
CBA
1058
Coastal Bridge Advisors
Connecticut
$1.3M +$2.04K +45 +0.2%
Jacobs Levy Equity Management
1059
Jacobs Levy Equity Management
New Jersey
$1.3M -$317K -7,000 -20%
SFSG
1060
Stearns Financial Services Group
North Carolina
$1.3M -$9.89K -218 -0.8%
PIA
1061
Peachtree Investment Advisors
Georgia
$1.29M -$8.16K -180 -0.6%
DI
1062
Diligent Investors
California
$1.29M +$1.81K +40 +0.1%
MM
1063
Meridian Management
Arkansas
$1.29M – – –
CPS
1064
Counsel Portfolio Services
Ontario, Canada
$1.28M +$1.28M +28,171 New
SWM
1065
Segment Wealth Management
Texas
$1.27M +$163K +3,600 +15%
Aristotle Capital Management
1066
Aristotle Capital Management
California
$1.27M – – –
PI
1067
PineBridge Investments
New York
$1.27M +$134K +2,964 +12%
BSW
1068
Buckingham Strategic Wealth
Missouri
$1.26M +$67.7K +1,493 +6%
RWM
1069
RKL Wealth Management
Pennsylvania
$1.25M +$497K +11,018 +66%
ECM
1070
ETrade Capital Management
Virginia
$1.25M +$509K +11,233 +68%
ED
1071
Exane Derivatives
France
$1.25M +$415K +9,153 +50%
WCM
1072
Windsor Capital Management
Arizona
$1.25M +$96.5K +2,130 +8%
SFM
1073
Signature Financial Management
Virginia
$1.24M -$10.4K -230 -0.8%
CL
1074
Choreo LLC
Illinois
$1.24M +$228 +5 +0%
CL
1075
CPWM LLC
Washington
$1.24M -$173K -3,808 -12%
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