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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 %
NI
1126
Numeric Investors
Massachusetts
$1.01M +$1.01M +22,600 New
FPCG
1127
Fort Pitt Capital Group
Pennsylvania
$1.01M +$25K +558 +3%
KC
1128
Kingfisher Capital
North Carolina
$1.01M +$37.7K +840 +4%
MC
1129
Montag & Caldwell
Georgia
$1.01M +$130K +2,900 +15%
CWM
1130
Cornerstone Wealth Management
Missouri
$1M +$312K +7,115 +45%
UAS
1131
United Asset Strategies
New York
$1M -$7.71K -172 -0.8%
HIC
1132
Holderness Investments Company
North Carolina
$995K -$1.53K -34 -0.2%
ACM
1133
Ashford Capital Management
Delaware
$992K -$13.5K -300 -1%
LJAC
1134
L.J. Altfest & Co
New York
$989K -$17K -379 -2%
MAM
1135
Morse Asset Management
Connecticut
$989K – – –
LKIM
1136
Lawson Kroeker Investment Management
Nebraska
$985K +$12.6K +280 +1%
WAM
1137
Weatherly Asset Management
California
$980K -$10.6K -236 -1%
Kovitz Investment Group Partners
1138
Kovitz Investment Group Partners
Illinois
$974K -$10.7M -238,289 -92%
EWA
1139
EP Wealth Advisors
California
$965K -$32.8K -732 -3%
FFS
1140
Founders Financial Securities
Maryland
$965K -$12.6K -280 -1%
ARMT
1141
Amica Retiree Medical Trust
Rhode Island
$965K – – –
GLA
1142
Great Lakes Advisors
Illinois
$960K -$77.3K -1,723 -7%
MIH
1143
Madison Investment Holdings
Wisconsin
$960K +$91.9K +2,050 +11%
GSBTD
1144
Glenview State Bank Trust Department
Illinois
$958K -$50.5K -1,125 -5%
PIA
1145
Peachtree Investment Advisors
Georgia
$954K -$107K -2,390 -10%
AMCA
1146
Arthur M. Cohen & Associates
Illinois
$951K -$62.6K -1,400 -6%
BCM
1147
Blume Capital Management
California
$945K -$76.3K -1,700 -7%
SCM
1148
Schnieders Capital Management
California
$945K -$8.97K -200 -0.9%
CAM
1149
Carret Asset Management
New York
$945K +$29.4K +655 +3%
SSWM
1150
Smith Salley Wealth Management
North Carolina
$913K -$2M -44,650 -69%
44 45
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