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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
1051
First Horizon Advisors
Tennessee
$1.17M -$464K -10,934 -28%
WP
1052
WMS Partners
Maryland
$1.17M -$17.3K -408 -1%
RFS
1053
Rockefeller Financial Services
New York
$1.17M -$509K -11,992 -30%
BFC
1054
Blue Fin Capital
Rhode Island
$1.16M -$21.2K -500 -2%
ZCA
1055
Zeke Capital Advisors
Pennsylvania
$1.16M +$304K +7,164 +35%
SFSG
1056
Stearns Financial Services Group
North Carolina
$1.16M -$65.3K -1,539 -5%
SIM
1057
Sadoff Investment Management
Wisconsin
$1.16M -$261K -6,140 -18%
RBA
1058
Richard Bernstein Advisors
New York
$1.16M -$1.68M -39,534 -59%
DAM
1059
Delta Asset Management
Tennessee
$1.15M +$4.07K +96 +0.4%
AP
1060
Appleton Partners
Massachusetts
$1.15M -$99K -2,333 -8%
PAM
1061
Premier Asset Management
Illinois
$1.14M +$742K +17,475 +186%
MWAC
1062
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.14M -$27.9K -657 -2%
IPC
1063
Independent Portfolio Consultants
Florida
$1.14M +$1.04M +24,515 +1,066%
AAM
1064
Azzad Asset Management
Virginia
$1.12M -$366K -8,624 -25%
CPA
1065
Court Place Advisors
Maryland
$1.12M +$21.1K +498 +2%
CCT
1066
Country Club Trust
Missouri
$1.12M -$260K -6,125 -19%
LNC
1067
Lincoln National Corp
Pennsylvania
$1.12M +$44.5K +1,048 +4%
IAA
1068
Independent Advisor Alliance
North Carolina
$1.12M +$214K +5,030 +24%
KTC
1069
Kistler-Tiffany Companies
Pennsylvania
$1.12M -$22.2K -524 -2%
BSW
1070
Buckingham Strategic Wealth
Missouri
$1.12M -$37.1K -874 -3%
FWP
1071
FAS Wealth Partners
Kansas
$1.12M +$43K +1,014 +4%
B
1072
Bridgeworth
Alabama
$1.12M +$120K +2,817 +12%
CANY
1073
Caxton Associates (New York)
New York
$1.1M +$1.1M +26,000 New
1SB
1074
1ST Source Bank
Indiana
$1.1M -$165K -3,885 -13%
SWM
1075
Segment Wealth Management
Texas
$1.09M -$43.4K -1,023 -4%
41 42
43
44 45