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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 %
AMG
1176
Advisors Management Group
Wisconsin
$832K +$144K +3,209 +21%
MCM
1177
Maple Capital Management
Vermont
$831K -$25.5K -569 -3%
WTB
1178
Washington Trust Bank
Washington
$826K -$9.46K -211 -1%
ABTD
1179
Arvest Bank Trust Division
Oklahoma
$826K -$90 -2 -0%
FIM
1180
Freedom Investment Management
Connecticut
$822K +$493 +11 +0.1%
GC
1181
Grimes & Company
Massachusetts
$820K -$73.3K -1,634 -8%
LSA
1182
L & S Advisors
California
$817K +$225K +5,010 +38%
AB
1183
Atlas Brown
Kentucky
$815K -$3.95K -88 -0.5%
KP
1184
Keel Point
Alabama
$813K +$15.4K +343 +2%
FMC
1185
First Merchants Corp
Indiana
$812K -$51.5K -1,150 -6%
ACP
1186
Ashfield Capital Partners
California
$812K – – –
JGIA
1187
Jackson Grant Investment Advisers
Connecticut
$810K -$30.5K -679 -4%
LC
1188
LCNB Corp
Ohio
$809K -$31.4K -700 -4%
PHS
1189
Pekin Hardy Strauss
Illinois
$808K -$48.4K -1,080 -6%
PCA
1190
Private Capital Advisors
Connecticut
$807K – – –
PTC
1191
Philadelphia Trust Company
Pennsylvania
$807K +$81.7K +1,821 +11%
ROTUOC
1192
Regents of the University of California
California
$807K +$807K +18,000 New
CL
1193
CPWM LLC
Washington
$806K -$42.8K -954 -5%
BJL
1194
Brighton Jones LLC
Washington
$805K +$5.48K +122 +0.7%
HC
1195
Hendley & Co
Ohio
$802K -$1.04M -23,127 -56%
LIA
1196
LBMC Investment Advisors
Tennessee
$797K -$44.8K -999 -5%
HWA
1197
Heritage Wealth Advisors
Virginia
$795K – – –
WP
1198
WealthSource Partners
California
$792K -$2.96K -66 -0.4%
PFBT
1199
Parkside Financial Bank & Trust
Missouri
$790K +$5.16K +115 +0.7%
TAM
1200
Taylor Asset Management
Ontario, Canada
$789K +$789K +17,600 New
46 47
48
49 50