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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
1126
Washington Trust Bank
Washington
$1M +$172K +3,830 +21%
LJAC
1127
L.J. Altfest & Co
New York
$1M +$6.89K +153 +0.7%
HCM
1128
Hall Capital Management
Rhode Island
$999K -$19.1K -425 -2%
ACM
1129
Ashford Capital Management
Delaware
$996K – – –
LKIM
1130
Lawson Kroeker Investment Management
Nebraska
$989K – – –
FFBTD
1131
First Financial Bank - Trust Division
Ohio
$986K -$102K -2,260 -9%
WAM
1132
Weatherly Asset Management
California
$978K -$5.4K -120 -0.5%
MFW
1133
Mosaic Family Wealth
Missouri
$976K -$75.6K -1,681 -7%
AFG
1134
Albion Financial Group
Utah
$971K -$98K -2,178 -9%
ARMT
1135
Amica Retiree Medical Trust
Rhode Island
$969K – – –
WPA
1136
West Paces Advisors
Georgia
$968K -$133K -2,950 -12%
MAM
1137
Morse Asset Management
Connecticut
$968K -$25.2K -560 -3%
MIH
1138
Madison Investment Holdings
Wisconsin
$964K – – –
MFWM
1139
Motley Fool Wealth Management
Virginia
$957K -$66.3K -1,472 -6%
TPWA
1140
TRUE Private Wealth Advisors
Oregon
$955K -$640K -14,109 -40%
SCM
1141
Schnieders Capital Management
California
$948K -$900 -20 -0.1%
BCM
1142
Blume Capital Management
California
$948K – – –
Kovitz Investment Group Partners
1143
Kovitz Investment Group Partners
Illinois
$945K -$33.3K -739 -3%
GSBTD
1144
Glenview State Bank Trust Department
Illinois
$939K -$22.5K -500 -2%
PFS
1145
Prospera Financial Services
Texas
$933K +$70.6K +1,559 +8%
CAM
1146
Carret Asset Management
New York
$932K -$16.3K -361 -2%
PIA
1147
Peachtree Investment Advisors
Georgia
$922K -$36K -800 -4%
AAM
1148
Autus Asset Management
Arizona
$921K +$189K +4,200 +26%
UF
1149
Univest Financial
Pennsylvania
$918K -$3.02M -67,210 -77%
NGA
1150
Naples Global Advisors
Florida
$917K +$18K +400 +2%
44 45
46
47 48