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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 %
BCA
1101
Bray Capital Advisors
Florida
$1.03M -$68.8K -1,660 -6%
CCM
1102
Compton Capital Management
Rhode Island
$1.02M -$1.04M -25,142 -50%
RCM
1103
RB Capital Management
Nevada
$1.02M +$1.02M +24,655 New
BEAM
1104
Baker Ellis Asset Management
Washington
$1.02M -$2.65K -64 -0.3%
BVDMP
1105
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
BP
1106
Ballentine Partners
Massachusetts
$1.02M -$10.2K -239 -1%
AIA
1107
Arbor Investment Advisors
North Carolina
$1.01M +$2.32K +56 +0.2%
JIC
1108
Joel Isaacson & Co
New York
$1.01M +$36.5K +880 +4%
GCP
1109
GSA Capital Partners
United Kingdom
$1.01M +$1.01M +24,306 New
ANI
1110
American National Insurance
Texas
$1.01M – – –
FHAM
1111
Folger Hill Asset Management
New York
$1M +$1M +24,199 New
JCM
1112
Janney Capital Management
Pennsylvania
$999K -$492K -11,875 -33%
AFS
1113
Amtrust Financial Services
New York
$998K +$998K +24,067 New
AFG
1114
Albion Financial Group
Utah
$995K -$23.3K -563 -2%
LAIC
1115
Lederer & Associates Investment Counsel
California
$995K +$995K +24,000 New
BCM
1116
Blume Capital Management
California
$994K +$31.5K +761 +3%
AGM
1117
Alpine Global Management
New York
$989K +$989K +23,847 New
KS
1118
Karpas Strategies
Connecticut
$983K – – –
BPCE
1119
Bank Pictet & Cie (Europe)
Germany
$969K -$61.8K -1,490 -6%
IIC
1120
Ironwood Investment Counsel
Arizona
$969K -$29.3K -708 -3%
B
1121
Bridgeworth
Alabama
$963K +$963K +23,413 New
PAM
1122
Princeton Alpha Management
New Jersey
$956K +$956K +23,050 New
AMCA
1123
Arthur M. Cohen & Associates
Illinois
$956K +$956K +23,061 New
HCM
1124
Hall Capital Management
Rhode Island
$952K +$952K +22,972 New
LKIM
1125
Lawson Kroeker Investment Management
Nebraska
$949K -$40.4K -975 -4%
43 44
45
46 47