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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 %
OMC
1201
Overbrook Management Corp
New York
$742K -$210K -4,944 -22%
PCMM
1202
Private Capital Management (Minnesota)
Minnesota
$741K -$72.2K -1,700 -9%
IMOV
1203
Investment Management of Virginia
Virginia
$737K -$1.96M -46,238 -73%
FBB
1204
Fulton Breakefield Broenniman
Maryland
$734K +$32.9K +776 +5%
FBC
1205
Fairfield, Bush & Co
Connecticut
$732K – – –
CAG
1206
Crestwood Advisors Group
Massachusetts
$728K -$20K -460 -3%
AAMU
1207
AEGON Asset Management (UK)
United Kingdom
$723K -$236K -5,564 -25%
ST
1208
Spinnaker Trust
Maine
$721K +$5.26K +124 +0.7%
PFGIA
1209
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$144K +3,373 +25%
CCMD
1210
Cypress Capital Management (Delaware)
Delaware
$717K +$1.74K +41 +0.2%
SMC
1211
Smith, Moore & Co
Missouri
$716K +$54.1K +1,275 +8%
MMPW
1212
Mitchell McLeod Pugh & Williams
Alabama
$715K -$3.9K -92 -0.5%
SKK
1213
Shepherd Kaplan Krochuk
Massachusetts
$712K – – –
FAN
1214
Financial Advisors Network
California
$712K +$38.1K +874 +6%
SRC
1215
Shufro Rose & Co
New York
$712K +$68.5K +1,613 +11%
JWA
1216
JFS Wealth Advisors
Pennsylvania
$707K – – –
IDBONY
1217
Israel Discount Bank of New York
New York
$707K +$153K +3,610 +28%
MC
1218
Middleton & Co
Massachusetts
$705K -$2.34K -55 -0.3%
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$705K +$977 +23 +0.1%
MWM
1220
Mission Wealth Management
California
$701K -$36.8K -866 -5%
TCOO
1221
Trust Company of Oklahoma
Oklahoma
$698K – – –
RCM
1222
RNC Capital Management
California
$698K -$49.3K -1,162 -7%
BIC
1223
Beach Investment Counsel
Pennsylvania
$697K -$31.8K -750 -4%
RMCM
1224
Reynders McVeigh Capital Management
Massachusetts
$696K -$63.8K -1,502 -8%
AAM
1225
Autus Asset Management
Arizona
$690K -$6.79K -160 -1%
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