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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
1076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$38.1K -900 -4%
AIA
1077
Arbor Investment Advisors
North Carolina
$1.03M -$2.28K -54 -0.2%
ANI
1078
American National Insurance
Texas
$1.03M – – –
CPA
1079
Court Place Advisors
Maryland
$1.03M -$16.8K -398 -2%
BP
1080
Ballentine Partners
Massachusetts
$1.02M -$50.5K -1,192 -5%
IIC
1081
Ironwood Investment Counsel
Arizona
$1.02M +$83.6K +1,976 +9%
NSIM
1082
North Star Investment Management
Illinois
$1.01M +$8.76K +207 +0.9%
DIP
1083
DT Investment Partners
Pennsylvania
$1.01M +$61.4K +1,451 +6%
LKIM
1084
Lawson Kroeker Investment Management
Nebraska
$1.01M +$82.5K +1,950 +9%
NBC
1085
Neuberger Berman Canada
Ontario, Canada
$1.01M +$287K +6,780 +40%
AAMU
1086
AEGON Asset Management (UK)
United Kingdom
$1.01M -$67.6K -1,597 -6%
KS
1087
Karpas Strategies
Connecticut
$1M – – –
FWP
1088
FAS Wealth Partners
Kansas
$1M +$63.3K +1,497 +7%
JIC
1089
Joel Isaacson & Co
New York
$992K -$10.2K -242 -1%
Cetera Investment Advisers
1090
Cetera Investment Advisers
Illinois
$991K -$271K -6,387 -21%
VC
1091
Vicus Capital
Pennsylvania
$989K +$369K +8,718 +60%
BCM
1092
Blume Capital Management
California
$983K -$2.54K -60 -0.3%
HTHT
1093
Hemenway Trust Hemenway Trust
New Hampshire
$976K -$98.2K -2,320 -9%
PCA
1094
Peddock Capital Advisors
Massachusetts
$969K – – –
HCM
1095
Highlander Capital Management
New Jersey
$968K – – –
KP
1096
Keel Point
Alabama
$968K +$317K +7,477 +49%
BFPW
1097
BOK Financial Private Wealth
Colorado
$967K +$16.6K +391 +2%
WA
1098
Waverly Advisors
Alabama
$963K +$18.3K +432 +2%
ACM
1099
Ashford Capital Management
Delaware
$961K – – –
OCG
1100
Opus Capital Group
Ohio
$960K -$21.2K -500 -2%
42 43
44
45 46