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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
1201
Ashfield Capital Partners
California
$752K -$3.07K -74 -0.4%
ROTUOC
1202
Regents of the University of California
California
$746K – – –
PCA
1203
Private Capital Advisors
Connecticut
$746K – – –
GHAM
1204
Gilman Hill Asset Management
Connecticut
$743K -$93.1K -2,244 -11%
ED
1205
Exane Derivatives
France
$742K -$3.48K -84 -0.5%
RMCM
1206
Reynders McVeigh Capital Management
Massachusetts
$742K -$1.41K -34 -0.2%
HCM
1207
Hodges Capital Management
Texas
$740K -$177K -4,271 -19%
BC
1208
Brinker Capital
Pennsylvania
$739K +$739K +17,831 New
HW
1209
Hancock Whitney
Mississippi
$735K -$124 -3 -0%
LPT
1210
Legacy Private Trust
Wisconsin
$730K -$8.29K -200 -1%
RCM
1211
RNC Capital Management
California
$730K +$730K +17,600 New
MFWM
1212
Motley Fool Wealth Management
Virginia
$725K +$107K +2,583 +17%
MWM
1213
Mission Wealth Management
California
$721K +$8.09K +195 +1%
FBC
1214
Fairfield, Bush & Co
Connecticut
$715K – – –
CAG
1215
Crestwood Advisors Group
Massachusetts
$714K -$4.14K -100 -0.6%
PHS
1216
Pekin Hardy Strauss
Illinois
$713K +$342K +8,250 +92%
BIC
1217
Beach Investment Counsel
Pennsylvania
$712K -$992K -23,915 -58%
ACP
1218
Aveo Capital Partners
Colorado
$711K +$711K +17,152 New
TCM
1219
Telos Capital Management
California
$710K +$2.95K +71 +0.4%
KFA
1220
Kays Financial Advisory
Georgia
$708K +$426K +10,273 +151%
JWA
1221
JFS Wealth Advisors
Pennsylvania
$707K +$207 +5 +0%
CS
1222
Comerica Securities
Michigan
$707K +$415K +9,998 +142%
KP
1223
Keel Point
Alabama
$705K -$243K -5,865 -26%
MMPW
1224
Mitchell McLeod Pugh & Williams
Alabama
$703K +$70.6K +1,702 +11%
BIG
1225
Bellwether Investment Group
Tennessee
$703K +$703K +16,965 New
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