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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 %
PIA
1076
Peachtree Investment Advisors
Georgia
$1.1M – – –
SWK
1077
Stephen W. Kidder
$1.09M -$16K -385 -1%
OLA
1078
Oliver Luxxe Assets
New Jersey
$1.09M -$101K -2,439 -8%
CCA
1079
Cobblestone Capital Advisors
New York
$1.09M -$167K -4,030 -13%
GT
1080
Greenleaf Trust
Michigan
$1.08M +$409K +9,856 +61%
RWM
1081
RKL Wealth Management
Pennsylvania
$1.08M -$279K -6,727 -21%
CPA
1082
Court Place Advisors
Maryland
$1.08M +$69.4K +1,673 +7%
TSS
1083
Two Sigma Securities
New York
$1.07M +$217K +5,245 +25%
MCM
1084
Mengis Capital Management
Oregon
$1.07M +$864K +20,850 +426%
SG
1085
StoneX Group
New York
$1.06M +$186K +4,497 +21%
WA
1086
Wheatland Advisors
Pennsylvania
$1.06M -$12.4K -300 -1%
LCM
1087
LVM Capital Management
Michigan
$1.06M +$185K +4,458 +21%
SCA
1088
Snowden Capital Advisors
New York
$1.06M -$99.5K -2,400 -9%
OC
1089
Oakworth Capital
Alabama
$1.06M +$75.5K +1,871 +8%
PIM
1090
Penobscot Investment Management
Massachusetts
$1.06M -$37.3K -899 -3%
RCA
1091
Rowland Carmichael Advisors
Arizona
$1.06M -$11.2K -269 -1%
DIP
1092
DT Investment Partners
Pennsylvania
$1.05M +$62.2K +1,499 +6%
LNC
1093
Lincoln National Corp
Pennsylvania
$1.05M -$314K -7,579 -23%
FWP
1094
FAS Wealth Partners
Kansas
$1.05M +$66.2K +1,596 +7%
MC
1095
Montag & Caldwell
Georgia
$1.04M -$58K -1,400 -5%
CPO
1096
Cerity Partners OCIO
New York
$1.04M +$238K +5,735 +30%
BOC
1097
Barbara Oil Co
Illinois
$1.04M – – –
AFS
1098
Access Financial Services
Minnesota
$1.04M +$1.04M +25,000 New
WEC
1099
Winslow Evans & Crocker
Massachusetts
$1.04M -$305K -7,368 -23%
DDC
1100
DF Dent & Co
Maryland
$1.03M -$20.7K -500 -2%
42 43
44
45 46