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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 %
PCM
1201
Parsons Capital Management
Rhode Island
$788K -$13.8K -308 -2%
SA
1202
Strategic Advisors
New York
$785K -$104K -2,307 -12%
FSCM
1203
Front Street Capital Management
Montana
$781K -$36.5K -814 -4%
MWM
1204
Mission Wealth Management
California
$781K +$40.7K +909 +6%
IMOV
1205
Investment Management of Virginia
Virginia
$779K – – –
CAM
1206
Congress Asset Management
Massachusetts
$776K -$4.23M -94,246 -84%
CANY
1207
Caxton Associates (New York)
New York
$776K -$390K -8,700 -33%
IPC
1208
Independent Portfolio Consultants
Florida
$773K -$430K -9,590 -36%
FBC
1209
Fairfield, Bush & Co
Connecticut
$772K -$2.24K -50 -0.3%
WIC
1210
Whitegate Investment Counselors
New Hampshire
$769K -$32.5K -725 -4%
PIMJS
1211
PKO Investment Management Joint-Stock
Poland
$769K +$128K +2,856 +20%
MWP
1212
MYCIO Wealth Partners
Pennsylvania
$764K -$97.7K -2,177 -11%
JWA
1213
JFS Wealth Advisors
Pennsylvania
$764K +$179 +4 +0%
MPI
1214
Mairs & Power Inc
Minnesota
$762K -$75.6K -1,685 -9%
OMC
1215
Overbrook Management Corp
New York
$762K -$22.4K -500 -3%
CAG
1216
Crestwood Advisors Group
Massachusetts
$762K -$9.62K -209 -1%
FBB
1217
Fulton Breakefield Broenniman
Maryland
$760K -$15.6K -348 -2%
SC
1218
Saybrook Capital
North Carolina
$757K +$103K +2,300 +16%
ST
1219
Spinnaker Trust
Maine
$756K -$5.56K -124 -0.7%
CBTWT
1220
Community Bank & Trust (Waco, Texas)
Texas
$756K +$252K +5,628 +50%
SKK
1221
Shepherd Kaplan Krochuk
Massachusetts
$753K – – –
PFGIA
1222
Patriot Financial Group Insurance Agency
Massachusetts
$753K +$4.22K +95 +0.6%
VHAM
1223
Van Hulzen Asset Management
California
$751K -$2.94M -65,533 -80%
PH
1224
Pinnacle Holdings
Oklahoma
$749K +$71.1K +1,585 +10%
TCM
1225
Telos Capital Management
California
$746K +$20.4K +454 +3%
47 48
49
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