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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
1101
Amica Retiree Medical Trust
Rhode Island
$1.12M – – –
OCG
1102
Opus Capital Group
Ohio
$1.12M +$508K +10,955 +83%
PFBT
1103
Parkside Financial Bank & Trust
Missouri
$1.11M +$94.7K +2,042 +9%
NSIM
1104
North Star Investment Management
Illinois
$1.11M -$18.5K -400 -2%
DK
1105
Darrell & King
Virginia
$1.1M -$110K -2,369 -9%
IIC
1106
Ironwood Investment Counsel
Arizona
$1.1M -$46.4K -1,000 -4%
KS
1107
Karpas Strategies
Connecticut
$1.1M – – –
OMC
1108
Overbrook Management Corp
New York
$1.09M – – –
AIA
1109
Allegis Investment Advisors
Idaho
$1.09M +$203K +4,378 +23%
MAM
1110
Mizuho Asset Management
Japan
$1.08M -$1.03M -25,400 -49%
KLWA
1111
Kelly Lawrence W & Associates
California
$1.08M -$67.3K -1,450 -6%
DLHL
1112
Donald L. Hagan LLC
Florida
$1.08M +$10.6K +228 +1%
GBT
1113
Grove Bank & Trust
Florida
$1.08M +$51.2K +1,104 +5%
BCM
1114
Blume Capital Management
California
$1.08M -$46.4K -1,000 -4%
FWM
1115
Frontier Wealth Management
Missouri
$1.07M +$9.42K +203 +0.9%
FPCG
1116
Fort Pitt Capital Group
Pennsylvania
$1.07M +$11K +238 +1%
IAM
1117
Impax Asset Management
New Hampshire
$1.06M +$95.3K +2,054 +10%
IH
1118
IFC Holdings
Florida
$1.06M -$188K -4,018 -15%
PCA
1119
Peddock Capital Advisors
Massachusetts
$1.06M – – –
HCM
1120
Highlander Capital Management
New Jersey
$1.06M – – –
ACM
1121
Ashford Capital Management
Delaware
$1.06M – – –
LPU
1122
Lansdowne Partners (UK)
United Kingdom
$1.06M +$1.06M +22,758 New
RCA
1123
Rowland Carmichael Advisors
Arizona
$1.05M +$1.05M +22,640 New
ACM
1124
Argentus Capital Management
Texas
$1.04M +$82.8K +1,785 +9%
WA
1125
Waverly Advisors
Alabama
$1.04M +$118K +2,533 +13%
43 44
45
46 47