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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 %
CBA
1051
Coastal Bridge Advisors
Connecticut
$1.19M +$4.23K +102 +0.4%
JSL
1052
JT Stratford LLC
Georgia
$1.19M +$1.19M +28,784 New
GBT
1053
Grove Bank & Trust
Florida
$1.19M +$129K +3,110 +12%
SA
1054
Strategic Advisors
New York
$1.19M +$492K +11,858 +71%
CF
1055
CNA Financial
Illinois
$1.18M – – –
WCM
1056
Windsor Capital Management
Arizona
$1.17M +$38.3K +925 +3%
MM
1057
Meridian Management
Arkansas
$1.17M -$7.83K -189 -0.7%
DI
1058
Diligent Investors
California
$1.17M -$4.14K -100 -0.4%
SNBOSD
1059
Security National Bank of So Dak
Iowa
$1.16M +$20.8K +502 +2%
WP
1060
WMS Partners
Maryland
$1.16M -$5.22K -126 -0.4%
RA
1061
Rational Advisors
New York
$1.16M -$328K -7,900 -22%
BFC
1062
Blue Fin Capital
Rhode Island
$1.16M +$102K +2,470 +10%
MPAM
1063
Murphy Pohlad Asset Management
Minnesota
$1.15M – – –
LPU
1064
Lansdowne Partners (UK)
United Kingdom
$1.15M – – –
HRC
1065
Hoertkorn Richard Charles
$1.14M -$226K -5,458 -17%
MWAC
1066
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.14M -$76.7K -1,851 -6%
BSW
1067
Buckingham Strategic Wealth
Missouri
$1.13M -$13K -313 -1%
CL
1068
CPWM LLC
Washington
$1.13M +$5.76K +139 +0.5%
DAM
1069
Delta Asset Management
Tennessee
$1.12M – – –
SFM
1070
Signature Financial Management
Virginia
$1.12M -$16.9K -407 -1%
IAM
1071
Impax Asset Management
New Hampshire
$1.12M +$33.2K +800 +3%
KTC
1072
Kistler-Tiffany Companies
Pennsylvania
$1.12M -$17K -409 -1%
SC
1073
Savant Capital
Illinois
$1.11M -$9.04K -218 -0.8%
ECM
1074
EagleClaw Capital Management
Massachusetts
$1.11M – – –
SWM
1075
Segment Wealth Management
Texas
$1.11M -$59.1K -1,427 -5%
41 42
43
44 45