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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 %
AB
1151
Atlas Brown
Kentucky
$917K +$98.4K +2,185 +12%
SSWM
1152
Smith Salley Wealth Management
North Carolina
$916K -$45 -1 -0%
EWA
1153
EP Wealth Advisors
California
$914K -$54.7K -1,215 -6%
LPC
1154
Loeb Partners Corp
New York
$913K -$180K -4,000 -16%
ECM
1155
EagleClaw Capital Management
Massachusetts
$913K -$120K -2,650 -12%
ERIM
1156
Eagle Ridge Investment Management
Connecticut
$904K +$46.3K +1,029 +5%
PIM
1157
Provident Investment Management
Michigan
$900K – – –
B
1158
Brightworth
Georgia
$893K +$545K +12,107 +157%
BFPW
1159
BOK Financial Private Wealth
Colorado
$881K – – –
BCM
1160
Baltimore Capital Management
Maryland
$872K -$7.52K -167 -0.9%
CCMD
1161
Cypress Capital Management (Delaware)
Delaware
$869K – – –
SFPIA
1162
Stevens First Principles Investment Advisors
California
$860K – – –
Capstone Investment Advisors
1163
Capstone Investment Advisors
New York
$858K +$807K +17,942 +1,572%
HTHT
1164
Hemenway Trust Hemenway Trust
New Hampshire
$855K -$40.5K -900 -5%
HCC
1165
Hirtle Callaghan & Co
Pennsylvania
$855K +$855K +19,000 New
TC
1166
Telemus Capital
Michigan
$854K -$1.16M -25,790 -58%
JFA
1167
JNBA Financial Advisors
Minnesota
$854K – – –
SAM
1168
Summit Asset Management
Tennessee
$854K +$946 +21 +0.1%
CGA
1169
Crescent Grove Advisors
Illinois
$849K – – –
SFM
1170
Signet Financial Management
New Jersey
$846K -$60K -1,332 -7%
SS
1171
Sunbelt Securities
Texas
$846K +$846K +18,803 New
FAN
1172
Financial Advisors Network
California
$842K +$102K +2,260 +14%
FHA
1173
Flagship Harbor Advisors
Massachusetts
$835K -$25.2K -554 -3%
CIA
1174
CCM Investment Advisers
South Carolina
$835K – – –
PHS
1175
Pekin Hardy Strauss
Illinois
$834K +$23.3K +517 +3%
45 46
47
48 49