KO icon

Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1051
Cornerstone Wealth Management
Missouri
$1.28M +$237K +5,172 +23%
SWM
1052
Segment Wealth Management
Texas
$1.28M -$38.6K -859 -3%
MCM
1053
McMillion Capital Management
North Carolina
$1.28M -$15.4K -342 -1%
MPAM
1054
Murphy Pohlad Asset Management
Minnesota
$1.27M – – –
STMM
1055
South Texas Money Management
Texas
$1.26M -$241K -5,347 -16%
KTC
1056
Kistler-Tiffany Companies
Pennsylvania
$1.26M +$62.4K +1,387 +5%
BO
1057
Bank OZK
Arkansas
$1.26M -$122K -2,700 -9%
FMC
1058
First Merchants Corp
Indiana
$1.26M +$441K +9,794 +54%
CBA
1059
Coastal Bridge Advisors
Connecticut
$1.24M +$1.85K +41 +0.1%
RBA
1060
Richard Bernstein Advisors
New York
$1.23M – – –
JGIA
1061
Jackson Grant Investment Advisers
Connecticut
$1.21M +$396K +8,795 +49%
RCA
1062
Rowland Carmichael Advisors
Arizona
$1.21M +$15.6K +346 +1%
AP
1063
Appleton Partners
Massachusetts
$1.21M +$10.6K +236 +0.9%
AL
1064
Aspiriant LLC
California
$1.2M -$138K -3,073 -10%
BP
1065
Ballentine Partners
Massachusetts
$1.2M -$134K -2,986 -10%
SIM
1066
Sadoff Investment Management
Wisconsin
$1.19M – – –
CS
1067
Comerica Securities
Michigan
$1.19M +$11.3K +248 +1%
SFM
1068
Signature Financial Management
Virginia
$1.18M +$53.7K +1,261 +5%
MSR
1069
Main Street Research
Connecticut
$1.18M -$77.5K -1,722 -6%
CI
1070
CAZ Investments
Texas
$1.17M -$716K -15,910 -38%
YP
1071
Yellowstone Partners
Idaho
$1.15M +$1.15M +25,472 New
WA
1072
Wheatland Advisors
Pennsylvania
$1.14M – – –
IH
1073
IFC Holdings
Florida
$1.14M +$11.7K +259 +1%
WEC
1074
Winslow Evans & Crocker
Massachusetts
$1.14M -$420K -9,338 -27%
FIM
1075
Frontier Investment Management
Texas
$1.14M -$292K -6,479 -20%
41 42
43
44 45