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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
KS
1101
Karpas Strategies
Connecticut
$1.01M – – –
FHAM
1102
Folger Hill Asset Management
New York
$1.01M -$22.5K -530 -2%
HRC
1103
Hoertkorn Richard Charles
$1M -$168K -3,950 -14%
PIA
1104
Peachtree Investment Advisors
Georgia
$1M -$124K -2,920 -11%
FFBTD
1105
First Financial Bank - Trust Division
Ohio
$1M -$324K -7,626 -24%
RA
1106
Rational Advisors
New York
$1M -$187K -4,400 -16%
CAL
1107
Capital Analysts LLC
Pennsylvania
$998K +$77.8K +1,832 +8%
SFSIG
1108
San Francisco Sentry Investment Group
California
$993K -$647K -15,250 -39%
IIC
1109
Ironwood Investment Counsel
Arizona
$992K – – –
JIC
1110
Joel Isaacson & Co
New York
$991K -$41K -967 -4%
AFG
1111
Albion Financial Group
Utah
$983K -$36.3K -855 -4%
GLA
1112
Great Lakes Advisors
Illinois
$982K -$293K -6,910 -23%
GBT
1113
Grove Bank & Trust
Florida
$978K -$240K -5,666 -20%
HCM
1114
Hall Capital Management
Rhode Island
$977K +$2.12K +50 +0.2%
ECM
1115
EagleClaw Capital Management
Massachusetts
$972K -$161K -3,800 -14%
OLA
1116
Oliver Luxxe Assets
New Jersey
$972K -$146K -3,446 -13%
PCA
1117
Peddock Capital Advisors
Massachusetts
$972K – – –
HCM
1118
Highlander Capital Management
New Jersey
$971K – – –
SFM
1119
Signature Financial Management
Virginia
$967K -$178K -4,195 -16%
PB
1120
Pinnacle Bancorp
Nebraska
$967K +$967K +22,778 New
BCM
1121
Blume Capital Management
California
$966K -$51.8K -1,220 -5%
BFPW
1122
BOK Financial Private Wealth
Colorado
$964K +$86K +2,026 +10%
MFWM
1123
Motley Fool Wealth Management
Virginia
$963K +$221K +5,200 +30%
AMCA
1124
Arthur M. Cohen & Associates
Illinois
$961K -$17K -400 -2%
ASN
1125
Advisory Services Network
Georgia
$961K +$961K +22,652 New
43 44
45
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