KO icon

Coca-Cola
KO

Overview Fund Activity

1,615 hedge funds and large institutions have $117B invested in Coca-Cola in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 626 increasing their positions, 705 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
-27
Holders Change %
-1.64%
% of All Funds
45.14%
Holding in Top 10
119
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.82%
% of All Funds
3.33%
New
57
Increased
626
Reduced
705
Closed
70
Calls
$1.45B
Puts
$1.1B
Net Calls
+$343M
Net Calls Change
+$151M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$729M
2
Franklin Resources
Franklin Resources
California
+$632M
3
ACM
Americafirst Capital Management
California
+$622M
4
Bank of America
Bank of America
North Carolina
+$609M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$566M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$236M
2
YAM
Yacktman Asset Management
Texas
-$225M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$201M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$194M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1151
Koshinski Asset Management
Illinois
$710K +$1.89K +1,246 +0.3%
LOAMS
1152
Lombard Odier Asset Management (Switzerland)
Switzerland
$708K -$562K -13,952 -44%
BIC
1153
Beach Investment Counsel
Pennsylvania
$705K -$12K -300 -2%
PBT
1154
Pictet Bank & Trust
Bahamas
$701K – – –
AIA
1155
Arbor Investment Advisors
North Carolina
$700K -$6.98K -174 -1%
ECM
1156
Estabrook Capital Management
New York
$698K -$80.2K -2,000 -10%
BT
1157
Brandywine Trust
Delaware
$696K – – –
QCG
1158
Quadrant Capital Group
Ohio
$696K +$47K +1,182 +7%
DAM
1159
Doheny Asset Management
California
$690K -$16.9K -420 -2%
MCM
1160
Maple Capital Management
Vermont
$688K -$60.6K -1,509 -8%
SSWM
1161
Sheets Smith Wealth Management
North Carolina
$688K -$5.3K -132 -0.8%
MC
1162
Montag & Caldwell
Georgia
$684K – – –
NPIT
1163
National Penn Investors Trust
Pennsylvania
$683K -$124K -3,100 -15%
JWA
1164
JFS Wealth Advisors
Pennsylvania
$683K -$16K -398 -2%
ACP
1165
Ashfield Capital Partners
California
$680K – – –
SJIC
1166
St. James Investment Company
Texas
$677K +$127K +3,165 +23%
LCM
1167
Logan Capital Management
Pennsylvania
$677K +$155K +3,869 +30%
PH
1168
Pinnacle Holdings
Oklahoma
$676K +$5.42K +135 +0.8%
CCMD
1169
Cypress Capital Management (Delaware)
Delaware
$676K – – –
EWA
1170
EP Wealth Advisors
California
$674K +$6.94K +173 +1%
ACPU
1171
Arrowgrass Capital Partners (US)
Delaware
$674K +$674K +16,812 New
NIC
1172
Northwest Investment Counselors
Oregon
$666K -$395K -9,850 -37%
SFA
1173
Staton Financial Advisors
North Carolina
$666K -$141K -3,500 -17%
ST
1174
Spinnaker Trust
Maine
$663K -$8.03K -200 -1%
JMFC
1175
J.M. Forbes & Co
Massachusetts
$660K +$161K +4,010 +32%
45 46
47
48 49