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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
1101
Lederer & Associates Investment Counsel
California
$1.08M – – –
AFG
1102
Albion Financial Group
Utah
$1.07M +$26.9K +600 +3%
KS
1103
Karpas Strategies
Connecticut
$1.06M – – –
CPO
1104
Cerity Partners OCIO
New York
$1.06M -$68.1K -1,518 -6%
BEAM
1105
Baker Ellis Asset Management
Washington
$1.06M -$28.3K -630 -3%
RFS
1106
Rockefeller Financial Services
New York
$1.06M -$181K -4,046 -15%
CG
1107
Colony Group
Massachusetts
$1.05M +$600K +13,367 +132%
GT
1108
Greenleaf Trust
Michigan
$1.05M -$59.2K -1,321 -5%
BFC
1109
Blue Fin Capital
Rhode Island
$1.05M -$181K -4,044 -15%
MFW
1110
Mosaic Family Wealth
Missouri
$1.05M +$480K +10,702 +84%
JGUA
1111
John G. Ullman & Associates
New York
$1.04M -$354K -7,900 -25%
ATC
1112
Adirondack Trust Company
New York
$1.04M -$324K -7,230 -24%
Jones Financial Companies
1113
Jones Financial Companies
Missouri
$1.04M -$271K -6,036 -21%
IIC
1114
Ironwood Investment Counsel
Arizona
$1.04M -$9.37K -209 -0.9%
HRC
1115
Hoertkorn Richard Charles
$1.03M -$26.9K -600 -3%
JIC
1116
Joel Isaacson & Co
New York
$1.03M -$13.1K -291 -1%
BB
1117
Busey Bank
Illinois
$1.03M +$102K +2,281 +11%
QCG
1118
Quadrant Capital Group
Ohio
$1.03M -$17.5K -413 -2%
HCM
1119
Highlander Capital Management
New Jersey
$1.02M – – –
PCA
1120
Peddock Capital Advisors
Massachusetts
$1.02M -$4.49K -100 -0.4%
SWA
1121
Sutton Wealth Advisors
Florida
$1.02M +$161K +3,600 +19%
ECM
1122
EagleClaw Capital Management
Massachusetts
$1.02M -$3.85K -86 -0.4%
MFWM
1123
Motley Fool Wealth Management
Virginia
$1.02M +$1.61K +36 +0.2%
HCM
1124
Hall Capital Management
Rhode Island
$1.02M -$17.9K -400 -2%
FIG
1125
FundX Investment Group
California
$1.01M – – –
43 44
45
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