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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 %
CG
1076
Colony Group
Massachusetts
$1.14M +$77.6K +1,725 +7%
OWP
1077
Obermeyer Wealth Partners
Colorado
$1.13M +$851K +18,913 +302%
CA
1078
CapWealth Advisors
Tennessee
$1.13M -$31K -689 -3%
ACP
1079
Aviance Capital Partners
Florida
$1.13M +$405 +9 +0%
CCM
1080
Compton Capital Management
Rhode Island
$1.13M -$13.5K -300 -1%
BOC
1081
Barbara Oil Co
Illinois
$1.13M – – –
CPA
1082
Court Place Advisors
Maryland
$1.12M -$26.9K -598 -2%
CAG
1083
Csenge Advisory Group
Florida
$1.12M +$1.12M +24,877 New
LCM
1084
LVM Capital Management
Michigan
$1.12M – – –
UBWV
1085
United Bank (West Virginia)
West Virginia
$1.12M – – –
CAL
1086
Capital Analysts LLC
Pennsylvania
$1.12M +$31.1K +692 +3%
BIAS
1087
Beacon Investment Advisory Services
New Jersey
$1.11M +$1.11M +24,753 New
DK
1088
Darrell & King
Virginia
$1.11M – – –
FWP
1089
FAS Wealth Partners
Kansas
$1.1M -$84.5K -1,877 -7%
SWK
1090
Stephen W. Kidder
$1.1M -$29.3K -650 -3%
JCM
1091
Janney Capital Management
Pennsylvania
$1.1M +$18K +401 +2%
PAM
1092
Premier Asset Management
Illinois
$1.1M -$51.7K -1,150 -5%
AIA
1093
Arbor Investment Advisors
North Carolina
$1.1M -$7.07K -157 -0.6%
MLIC
1094
Mandatum Life Insurance Company
Finland
$1.09M -$414K -9,194 -28%
HRC
1095
Hoertkorn Richard Charles
$1.09M +$49.5K +1,100 +5%
ANBT
1096
American National Bank & Trust
Texas
$1.09M +$368K +8,167 +51%
1SB
1097
1ST Source Bank
Indiana
$1.08M -$84.6K -1,879 -7%
PIM
1098
Penobscot Investment Management
Massachusetts
$1.08M – – –
QCG
1099
Quadrant Capital Group
Ohio
$1.08M -$3.42K -77 -0.3%
MWAC
1100
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.07M -$26.7K -594 -2%
42 43
44
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