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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 %
FIG
1126
FundX Investment Group
California
$959K – – –
RC
1127
RBO & Co
California
$957K +$39.2K +925 +4%
HWP
1128
Hefty Wealth Partners
Indiana
$954K -$566K -13,336 -37%
UAS
1129
United Asset Strategies
New York
$954K -$352K -8,292 -27%
GSBTD
1130
Glenview State Bank Trust Department
Illinois
$953K – – –
ACM
1131
Ashford Capital Management
Delaware
$952K – – –
LJAC
1132
L.J. Altfest & Co
New York
$952K +$3.73K +88 +0.4%
HTHT
1133
Hemenway Trust Hemenway Trust
New Hampshire
$951K +$57.3K +1,350 +6%
EWA
1134
EP Wealth Advisors
California
$945K -$21.3K -502 -2%
HIC
1135
Holderness Investments Company
North Carolina
$943K +$688K +16,211 +270%
WAM
1136
Weatherly Asset Management
California
$937K +$10.6K +250 +1%
MAM
1137
Morse Asset Management
Connecticut
$936K +$936K +22,060 New
FPCG
1138
Fort Pitt Capital Group
Pennsylvania
$934K -$9.68K -228 -1%
BP
1139
Ballentine Partners
Massachusetts
$932K -$84.3K -1,982 -8%
FFS
1140
Founders Financial Securities
Maryland
$925K +$232K +5,463 +33%
LKIM
1141
Lawson Kroeker Investment Management
Nebraska
$920K -$50.9K -1,200 -5%
KC
1142
Kingfisher Capital
North Carolina
$917K +$53.8K +1,269 +6%
ARMT
1143
Amica Retiree Medical Trust
Rhode Island
$913K – – –
SCM
1144
Schnieders Capital Management
California
$903K +$11.6K +274 +1%
LPC
1145
Loeb Partners Corp
New York
$899K – – –
DK
1146
Darrell & King
Virginia
$897K -$40.3K -950 -4%
BB
1147
Busey Bank
Illinois
$877K -$1.06K -25 -0.1%
WEC
1148
Winslow Evans & Crocker
Massachusetts
$873K -$187K -4,410 -18%
IH
1149
IFC Holdings
Florida
$869K +$33.7K +801 +4%
AF
1150
Alerus Financial
North Dakota
$868K -$3.79M -89,366 -81%
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