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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1101
Highbridge Capital Management
New York
$1.12M +$1.12M +24,598 New
PAIA
1102
Park Avenue Institutional Advisers
New York
$1.11M -$3.95K -87 -0.4%
AFG
1103
Albion Financial Group
Utah
$1.11M -$10.9K -240 -1%
AIA
1104
Arbor Investment Advisors
North Carolina
$1.11M +$352K +7,772 +47%
IAM
1105
Impax Asset Management
New Hampshire
$1.1M +$63.5K +1,400 +6%
ANI
1106
American National Insurance
Texas
$1.1M – – –
LSA
1107
L & S Advisors
California
$1.1M +$787K +17,355 +253%
Marshall Wace
1108
Marshall Wace
United Kingdom
$1.08M -$33.8M -745,587 -97%
FHC
1109
First Houston Capital
Texas
$1.08M -$775K -17,100 -42%
NSIM
1110
North Star Investment Management
Illinois
$1.08M -$6.53K -144 -0.6%
KS
1111
Karpas Strategies
Connecticut
$1.07M – – –
JIC
1112
Joel Isaacson & Co
New York
$1.07M -$28.3K -625 -3%
HCM
1113
Hodges Capital Management
Texas
$1.07M -$72.1K -1,591 -6%
GBT
1114
Grove Bank & Trust
Florida
$1.07M +$17.1K +378 +2%
NVIM
1115
New Vernon Investment Management
Illinois
$1.06M -$158K -3,482 -13%
BCM
1116
Blume Capital Management
California
$1.06M +$3.63K +80 +0.3%
KLWA
1117
Kelly Lawrence W & Associates
California
$1.05M -$4.53K -100 -0.4%
OCG
1118
Opus Capital Group
Ohio
$1.05M -$40.3K -890 -4%
PCA
1119
Peddock Capital Advisors
Massachusetts
$1.04M – – –
HCM
1120
Highlander Capital Management
New Jersey
$1.04M – – –
ACM
1121
Ashford Capital Management
Delaware
$1.03M -$6.12K -135 -0.6%
FPCG
1122
Fort Pitt Capital Group
Pennsylvania
$1.02M -$20.4K -451 -2%
OC
1123
Oakworth Capital
Alabama
$1.02M +$97.7K +2,189 +11%
OMC
1124
Overbrook Management Corp
New York
$1.02M -$40.8K -900 -4%
BFPW
1125
BOK Financial Private Wealth
Colorado
$1.02M +$480K +10,595 +89%
43 44
45
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