KO icon

Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1051
Oakworth Capital
Alabama
$1.27M +$9.37K +209 +0.7%
BWP
1052
BSW Wealth Partners
Colorado
$1.27M +$19.8K +441 +2%
MCM
1053
Maryland Capital Management
Maryland
$1.27M +$19.9K +444 +2%
MPAM
1054
Murphy Pohlad Asset Management
Minnesota
$1.26M – – –
MM
1055
Meridian Management
Arkansas
$1.26M – – –
TRCT
1056
Tower Research Capital (TRC)
New York
$1.25M +$1.16M +25,983 +1,307%
MSR
1057
Main Street Research
Connecticut
$1.25M -$34.9K -779 -3%
CBA
1058
Coastal Bridge Advisors
Connecticut
$1.24M -$26.5K -592 -2%
RBA
1059
Richard Bernstein Advisors
New York
$1.22M – – –
MSAM
1060
Moloney Securities Asset Management
Missouri
$1.22M +$146K +3,264 +14%
DAM
1061
Delta Asset Management
Tennessee
$1.21M -$5.16K -115 -0.4%
CCT
1062
Country Club Trust
Missouri
$1.2M +$14.6K +325 +1%
KTC
1063
Kistler-Tiffany Companies
Pennsylvania
$1.2M +$12.9K +288 +1%
CL
1064
Choreo LLC
Illinois
$1.19M -$134K -2,971 -10%
AP
1065
Appleton Partners
Massachusetts
$1.19M -$19.2K -427 -2%
RCA
1066
Rowland Carmichael Advisors
Arizona
$1.19M +$48.7K +1,086 +4%
SIM
1067
Sadoff Investment Management
Wisconsin
$1.19M -$38.1K -850 -3%
SFM
1068
Signature Financial Management
Virginia
$1.19M +$163K +3,635 +16%
FWP
1069
FAS Wealth Partners
Kansas
$1.18M +$4.49K +100 +0.4%
LNC
1070
Lincoln National Corp
Pennsylvania
$1.18M -$7.36K -164 -0.6%
CS
1071
Comerica Securities
Michigan
$1.17M +$21.4K +474 +2%
1SB
1072
1ST Source Bank
Indiana
$1.16M +$5.74K +128 +0.5%
CA
1073
CapWealth Advisors
Tennessee
$1.16M -$103K -2,305 -8%
PAM
1074
Premier Asset Management
Illinois
$1.15M -$59.3K -1,322 -5%
GBT
1075
Grove Bank & Trust
Florida
$1.15M +$112K +2,487 +11%
41 42
43
44 45