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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLWA
1126
Kelly Lawrence W & Associates
California
$893K -$89.6K -2,116 -9%
SKK
1127
Shepherd Kaplan Krochuk
Massachusetts
$891K – – –
BCM
1128
Bienville Capital Management
New York
$890K +$55.3K +1,297 +7%
NGA
1129
Naples Global Advisors
Florida
$886K – – –
CAL
1130
Capital Analysts LLC
Pennsylvania
$882K +$105K +2,483 +14%
WCBA
1131
Weaver C. Barksdale & Associates
Tennessee
$881K +$77.1K +1,821 +10%
NCM
1132
Novare Capital Management
North Carolina
$878K -$44.5K -1,050 -5%
TSS
1133
Two Sigma Securities
New York
$872K +$872K +20,595 New
KC
1134
Kingfisher Capital
North Carolina
$861K – – –
GHAM
1135
Gilman Hill Asset Management
Connecticut
$853K – – –
CCG
1136
Cypress Capital Group
Florida
$851K -$32.3K -764 -4%
SCM
1137
Schnieders Capital Management
California
$846K -$11.5K -271 -1%
PIM
1138
Provident Investment Management
Michigan
$846K – – –
FHC
1139
First Heartland Consultants
Missouri
$841K -$18.4K -435 -2%
IH
1140
IFC Holdings
Florida
$836K -$20.4K -483 -2%
Wealth Enhancement Advisory Services
1141
Wealth Enhancement Advisory Services
Minnesota
$829K -$922K -22,050 -53%
SFPIA
1142
Stevens First Principles Investment Advisors
California
$827K -$1.91K -45 -0.2%
AWA
1143
Arete Wealth Advisors
Illinois
$827K +$27.3K +645 +3%
QCG
1144
Quadrant Capital Group
Ohio
$822K +$59.1K +1,410 +8%
SAM
1145
Summit Asset Management
Tennessee
$821K -$13.6K -322 -2%
CPO
1146
Cerity Partners OCIO
New York
$820K -$19.8K -467 -2%
SWA
1147
Sutton Wealth Advisors
Florida
$817K +$59.9K +1,415 +8%
NC
1148
NewSquare Capital
Pennsylvania
$811K +$48.9K +1,156 +6%
LRPA
1149
L. Roy Papp & Associates
Arizona
$809K -$7.96K -188 -1%
LIA
1150
LBMC Investment Advisors
Tennessee
$807K +$229K +5,421 +40%
44 45
46
47 48