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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 %
HCM
1126
Highlander Capital Management
New Jersey
$949K – – –
PCA
1127
Peddock Capital Advisors
Massachusetts
$949K – – –
QCG
1128
Quadrant Capital Group
Ohio
$949K +$146K +3,571 +18%
RVM
1129
Robinson Value Management
Texas
$947K +$947K +22,843 New
BTIS
1130
BB&T Investment Services
North Carolina
$945K +$945K +22,764 New
WA
1131
Waverly Advisors
Alabama
$944K +$912 +22 +0.1%
CT
1132
Chicago Trust
Illinois
$941K -$1.11M -26,833 -54%
AAMU
1133
AEGON Asset Management (UK)
United Kingdom
$937K -$49.5K -1,195 -5%
FIG
1134
FundX Investment Group
California
$937K – – –
ABTD
1135
Arvest Bank Trust Division
Oklahoma
$936K +$4.31K +104 +0.5%
GSBTD
1136
Glenview State Bank Trust Department
Illinois
$931K +$8.29K +200 +0.9%
ACM
1137
Ashford Capital Management
Delaware
$930K -$11.4K -276 -1%
OMC
1138
Overbrook Management Corp
New York
$930K -$2.49K -60 -0.3%
YWP
1139
YorkBridge Wealth Partners
New York
$930K +$930K +22,395 New
LJAC
1140
L.J. Altfest & Co
New York
$927K +$32.3K +779 +4%
FPCG
1141
Fort Pitt Capital Group
Pennsylvania
$922K -$15.6K -377 -2%
DK
1142
Darrell & King
Virginia
$915K – – –
ST
1143
Spot Trading
Illinois
$912K -$419K -10,108 -31%
PJSIMP
1144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$912K -$98.5K -2,375 -10%
OCG
1145
Opus Capital Group
Ohio
$907K -$33.1K -800 -4%
WAM
1146
Weatherly Asset Management
California
$905K +$25.3K +611 +3%
CAL
1147
Capital Analysts LLC
Pennsylvania
$899K +$35.3K +851 +4%
RC
1148
RBO & Co
California
$897K – – –
FSA
1149
Financial Sense Advisors
California
$896K +$500K +12,071 +126%
ARMT
1150
Amica Retiree Medical Trust
Rhode Island
$892K – – –
44 45
46
47 48