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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 %
FHA
1176
Flagship Harbor Advisors
Massachusetts
$797K +$225K +5,285 +39%
LIA
1177
LBMC Investment Advisors
Tennessee
$796K -$38.8K -915 -5%
JGIA
1178
Jackson Grant Investment Advisers
Connecticut
$795K -$109K -2,571 -12%
LC
1179
LCNB Corp
Ohio
$795K -$17.8K -420 -2%
BPM
1180
Bowling Portfolio Management
Ohio
$794K -$935K -22,043 -54%
NCM
1181
Novare Capital Management
North Carolina
$794K -$828K -19,501 -51%
MPI
1182
Mairs & Power Inc
Minnesota
$793K -$36.9K -868 -4%
WTB
1183
Washington Trust Bank
Washington
$790K +$342K +8,057 +76%
CIA
1184
CCM Investment Advisers
South Carolina
$788K -$17K -400 -2%
ABTD
1185
Arvest Bank Trust Division
Oklahoma
$782K -$176K -4,144 -18%
FIM
1186
Freedom Investment Management
Connecticut
$778K -$45.7K -1,076 -6%
AB
1187
Atlas Brown
Kentucky
$775K -$1.78K -42 -0.2%
FSCM
1188
Front Street Capital Management
Montana
$773K +$42 +1 +0%
ACP
1189
Ashfield Capital Partners
California
$768K -$1.91K -45 -0.2%
PCA
1190
Private Capital Advisors
Connecticut
$764K – – –
PCM
1191
Parsons Capital Management
Rhode Island
$759K -$117K -2,760 -13%
WIC
1192
Whitegate Investment Counselors
New Hampshire
$759K -$47.3K -1,114 -6%
KFA
1193
Kays Financial Advisory
Georgia
$756K +$31K +729 +4%
BJL
1194
Brighton Jones LLC
Washington
$756K +$400K +9,417 +112%
KP
1195
Keel Point
Alabama
$755K +$33.5K +790 +5%
WP
1196
WealthSource Partners
California
$752K -$25.8K -608 -3%
SICM
1197
Sustainable Insight Capital Management
New York
$752K +$752K +17,700 New
HWA
1198
Heritage Wealth Advisors
Virginia
$751K -$24.2K -571 -3%
LPT
1199
Legacy Private Trust
Wisconsin
$748K – – –
PFBT
1200
Parkside Financial Bank & Trust
Missouri
$743K -$159K -3,750 -18%
46 47
48
49 50