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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 %
GXMC
1151
Global X Management Company
New York
$884K +$131K +3,163 +17%
JGIA
1152
Jackson Grant Investment Advisers
Connecticut
$883K -$7.62K -184 -0.9%
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$881K -$22.2K -536 -2%
IAA
1154
Independent Advisor Alliance
North Carolina
$881K +$881K +21,314 New
LPC
1155
Loeb Partners Corp
New York
$879K – – –
HTHT
1156
Hemenway Trust Hemenway Trust
New Hampshire
$873K -$82.9K -2,000 -9%
CG
1157
Cutler Group
California
$872K -$212K -5,115 -20%
SCM
1158
Schnieders Capital Management
California
$871K +$41.9K +1,010 +5%
Fuller & Thaler Asset Management
1159
Fuller & Thaler Asset Management
California
$871K +$871K +21,000 New
LTI
1160
Laffer Tengler Investments
Tennessee
$867K -$3.36M -81,095 -80%
BB
1161
Busey Bank
Illinois
$859K -$35.6K -859 -4%
BFPW
1162
BOK Financial Private Wealth
Colorado
$858K -$89.2K -2,151 -9%
PCM
1163
Parsons Capital Management
Rhode Island
$856K -$72.3K -1,743 -8%
CAM
1164
Carret Asset Management
New York
$848K +$174K +4,200 +26%
KC
1165
Kingfisher Capital
North Carolina
$844K – – –
ZCA
1166
Zeke Capital Advisors
Pennsylvania
$840K +$471K +11,374 +128%
TC
1167
Telemus Capital
Michigan
$837K -$1.11M -26,654 -57%
NGA
1168
Naples Global Advisors
Florida
$836K -$31.5K -760 -4%
BCM
1169
Bienville Capital Management
New York
$836K -$28.9K -697 -3%
TA
1170
Tiedemann Advisors
New York
$831K +$313K +7,573 +61%
PIM
1171
Provident Investment Management
Michigan
$829K – – –
IH
1172
IFC Holdings
Florida
$822K +$41 +1 +0%
NC
1173
NewSquare Capital
Pennsylvania
$821K +$27K +652 +3%
CCG
1174
Cypress Capital Group
Florida
$818K -$16.1K -389 -2%
FMC
1175
First Merchants Corp
Indiana
$818K +$69.5K +1,676 +9%
45 46
47
48 49