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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 %
SFM
1151
Signet Financial Management
New Jersey
$902K +$90 +2 +0%
PIM
1152
Provident Investment Management
Michigan
$897K – – –
NGA
1153
Naples Global Advisors
Florida
$896K – – –
HTHT
1154
Hemenway Trust Hemenway Trust
New Hampshire
$893K -$112K -2,500 -11%
OLA
1155
Oliver Luxxe Assets
New Jersey
$884K -$143K -3,182 -14%
AF
1156
Alerus Financial
North Dakota
$882K -$36.1K -804 -4%
BFPW
1157
BOK Financial Private Wealth
Colorado
$878K -$141K -3,141 -14%
BCM
1158
Baltimore Capital Management
Maryland
$876K -$26.9K -600 -3%
CCMD
1159
Cypress Capital Management (Delaware)
Delaware
$866K +$108K +2,400 +14%
SFPIA
1160
Stevens First Principles Investment Advisors
California
$857K -$15.9K -355 -2%
BIC
1161
Bridges Investment Counsel
Nebraska
$854K -$463K -10,326 -35%
JFA
1162
JNBA Financial Advisors
Minnesota
$851K -$9.02K -201 -1%
SAM
1163
Summit Asset Management
Tennessee
$850K -$34.9K -777 -4%
RWM
1164
RKL Wealth Management
Pennsylvania
$849K -$49.5K -1,103 -6%
LRPA
1165
L. Roy Papp & Associates
Arizona
$849K +$628 +14 +0.1%
PFS
1166
Prospera Financial Services
Texas
$848K +$158K +3,535 +23%
SMC
1167
Smith, Moore & Co
Missouri
$847K +$89.9K +2,005 +12%
FMTCOCP
1168
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$846K -$17.9K -400 -2%
CGA
1169
Crescent Grove Advisors
Illinois
$846K +$846K +18,714 New
KFA
1170
Kays Financial Advisory
Georgia
$839K +$40.1K +894 +5%
BPM
1171
Bowling Portfolio Management
Ohio
$838K -$1.62K -36 -0.2%
FHA
1172
Flagship Harbor Advisors
Massachusetts
$837K +$6.6K +149 +0.8%
BMC
1173
Beaton Management Company
Massachusetts
$836K +$836K +18,630 New
UWPG
1174
Ullmann Wealth Partners Group
Florida
$835K -$36.4K -813 -4%
CIA
1175
CCM Investment Advisers
South Carolina
$832K -$538 -12 -0.1%
45 46
47
48 49