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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
1201
Reynders McVeigh Capital Management
Massachusetts
$786K -$1.13K -25 -0.1%
OCM
1202
Osterweis Capital Management
California
$785K -$10.9K -240 -1%
FBC
1203
Fairfield, Bush & Co
Connecticut
$785K -$2.27K -50 -0.3%
MCM
1204
Maple Capital Management
Vermont
$784K -$17.8K -392 -2%
EWA
1205
EP Wealth Advisors
California
$782K -$40.6K -895 -5%
WRM
1206
Weybosset Research & Management
Rhode Island
$781K -$6.3K -139 -0.8%
JT
1207
Jump Trading
Illinois
$781K +$781K +17,227 New
PAM
1208
Paradigm Asset Management
New York
$778K +$157K +3,464 +25%
ACS
1209
Archford Capital Strategies
Illinois
$776K -$967K -21,339 -55%
TCM
1210
Telos Capital Management
California
$775K -$30.3K -669 -4%
MWM
1211
Mission Wealth Management
California
$775K – – –
JWA
1212
JFS Wealth Advisors
Pennsylvania
$772K -$1.31K -29 -0.2%
MC
1213
Montag & Caldwell
Georgia
$772K – – –
NBC
1214
Neuberger Berman Canada
Ontario, Canada
$772K +$242K +5,336 +46%
MC
1215
Middleton & Co
Massachusetts
$770K – – –
CAM
1216
Carret Asset Management
New York
$765K -$61.6K -1,360 -7%
NP
1217
NorthRock Partners
Minnesota
$765K +$765K +16,882 New
CCMD
1218
Cypress Capital Management (Delaware)
Delaware
$764K – – –
ECM
1219
Exchange Capital Management
Michigan
$759K +$176K +3,879 +30%
AAM
1220
Autus Asset Management
Arizona
$758K +$146K +3,228 +24%
TCOO
1221
Trust Company of Oklahoma
Oklahoma
$752K +$45.3K +1,000 +6%
DAM
1222
Doheny Asset Management
California
$749K -$18.1K -400 -2%
GS
1223
GAM Systematic
United Kingdom
$746K +$625K +13,776 +515%
ECM
1224
Estabrook Capital Management
New York
$746K – – –
PH
1225
Pinnacle Holdings
Oklahoma
$745K -$1.9K -42 -0.3%
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