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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 %
CAM
1151
Carret Asset Management
New York
$866K -$1.53K -36 -0.2%
BCM
1152
Baltimore Capital Management
Maryland
$855K +$855K +20,139 New
SFM
1153
Signet Financial Management
New Jersey
$854K +$591K +13,922 +225%
RWM
1154
RKL Wealth Management
Pennsylvania
$850K -$251K -5,909 -23%
PIM
1155
Provident Investment Management
Michigan
$849K – – –
NGA
1156
Naples Global Advisors
Florida
$848K -$8.49K -200 -1%
GC
1157
Grimes & Company
Massachusetts
$845K +$59.4K +1,400 +8%
CCM
1158
Cullen Capital Management
New York
$842K +$842K +19,850 New
SA
1159
Strategic Advisors
New York
$840K -$375K -8,830 -31%
SAM
1160
Summit Asset Management
Tennessee
$837K +$8.49K +200 +1%
MC
1161
Montag & Caldwell
Georgia
$830K -$237K -5,590 -22%
SFPIA
1162
Stevens First Principles Investment Advisors
California
$826K -$849 -20 -0.1%
UWPG
1163
Ullmann Wealth Partners Group
Florida
$825K – – –
MIH
1164
Madison Investment Holdings
Wisconsin
$822K – – –
FMC
1165
First Merchants Corp
Indiana
$818K -$19K -448 -2%
FMTCOCP
1166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$818K – – –
MWP
1167
MYCIO Wealth Partners
Pennsylvania
$815K +$312K +7,352 +62%
SWA
1168
Sutton Wealth Advisors
Florida
$814K -$7.22K -170 -0.9%
JFA
1169
JNBA Financial Advisors
Minnesota
$814K -$3.44K -81 -0.4%
Twin Tree Management
1170
Twin Tree Management
Texas
$811K -$13.5M -318,835 -94%
MCM
1171
Maple Capital Management
Vermont
$811K +$1.19K +28 +0.1%
PHS
1172
Pekin Hardy Strauss
Illinois
$811K +$80.7K +1,900 +11%
VAS
1173
Valicenti Advisory Services
New York
$807K +$10.3K +242 +1%
CL
1174
CPWM LLC
Washington
$804K -$348K -8,195 -30%
LRPA
1175
L. Roy Papp & Associates
Arizona
$803K -$23.3K -550 -3%
45 46
47
48 49