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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 %
BPM
1176
Bowling Portfolio Management
Ohio
$831K -$9.18K -204 -1%
AMG
1177
Advisors Management Group
Wisconsin
$831K -$3.15K -70 -0.4%
MCM
1178
Maple Capital Management
Vermont
$830K -$4.73K -105 -0.6%
LRPA
1179
L. Roy Papp & Associates
Arizona
$826K -$26.4K -587 -3%
KFA
1180
Kays Financial Advisory
Georgia
$826K -$14.8K -328 -2%
CBTWT
1181
Community Bank & Trust (Waco, Texas)
Texas
$822K +$63.4K +1,409 +8%
BMC
1182
Beaton Management Company
Massachusetts
$821K -$18K -400 -2%
GC
1183
Grimes & Company
Massachusetts
$812K -$10.9K -242 -1%
MCM
1184
Maryland Capital Management
Maryland
$811K -$460K -10,220 -36%
ROTUOC
1185
Regents of the University of California
California
$810K – – –
PCA
1186
Private Capital Advisors
Connecticut
$810K – – –
LIA
1187
LBMC Investment Advisors
Tennessee
$808K +$8.64K +192 +1%
HWA
1188
Heritage Wealth Advisors
Virginia
$808K +$10.2K +227 +1%
FIM
1189
Freedom Investment Management
Connecticut
$804K -$21.4K -475 -3%
LSA
1190
L & S Advisors
California
$804K -$15.8K -350 -2%
ACP
1191
Ashfield Capital Partners
California
$804K -$10.8K -239 -1%
IFAM
1192
Institutional & Family Asset Management
Colorado
$803K +$164K +3,652 +26%
PH
1193
Pinnacle Holdings
Oklahoma
$803K +$51.5K +1,145 +7%
LC
1194
LCNB Corp
Ohio
$800K -$11.7K -260 -1%
WP
1195
WealthSource Partners
California
$798K +$3.56K +79 +0.4%
MPI
1196
Mairs & Power Inc
Minnesota
$797K +$32K +710 +4%
SMC
1197
Smith, Moore & Co
Missouri
$794K -$55.5K -1,233 -7%
KP
1198
Keel Point
Alabama
$794K -$22K -488 -3%
ECM
1199
Evergreen Capital Management
Washington
$793K +$564K +12,513 +246%
PFGIA
1200
Patriot Financial Group Insurance Agency
Massachusetts
$792K +$21.5K +473 +3%
46 47
48
49 50