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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
1226
J.M. Forbes & Co
Massachusetts
$642K +$7.62K +180 +1%
ST
1227
Sentinel Trust
Texas
$637K – – –
DCM
1228
Donaldson Capital Management
Indiana
$636K +$23.7K +560 +4%
DSC
1229
Duncker Streett & Co
Missouri
$635K -$33.9K -800 -5%
IR
1230
IAT Reinsurance
New York
$635K – – –
DAC
1231
Dividend Assets Capital
South Carolina
$634K -$142K -3,364 -18%
FO
1232
FT Options
Illinois
$633K +$633K +14,961 New
MFWM
1233
Motley Fool Wealth Management
Virginia
$631K +$271K +6,395 +75%
FNBTCON
1234
First National Bank & Trust Co of Newtown
Pennsylvania
$627K -$14K -330 -2%
SFA
1235
Staton Financial Advisors
North Carolina
$626K +$40.4K +955 +7%
SMC
1236
Smith, Moore & Co
Missouri
$626K +$44.8K +1,058 +8%
AC
1237
Alexandria Capital
Virginia
$617K +$270K +6,396 +78%
WSC
1238
Wellington Shields & Co
New York
$616K -$160K -3,775 -21%
GLI
1239
Guardian Life Insurance
New York
$616K -$2.16K -51 -0.3%
SS
1240
Simplicity Solutions
Minnesota
$615K -$177K -4,174 -22%
FWM
1241
Focused Wealth Management
New York
$614K +$339 +8 +0.1%
BT
1242
Beacon Trust
New Jersey
$613K +$2.12K +50 +0.3%
CFMC
1243
Curbstone Financial Management Corp
New Hampshire
$612K – – –
PTC
1244
Philadelphia Trust Company
Pennsylvania
$612K +$43.4K +1,025 +8%
Verition Fund Management
1245
Verition Fund Management
Connecticut
$612K +$185K +4,375 +43%
NP
1246
NorthRock Partners
Minnesota
$607K -$108K -2,551 -15%
BSB
1247
Bangor Savings Bank
Maine
$606K -$8.8K -208 -1%
NDSI
1248
Newman Dignan & Sheerar Inc
Rhode Island
$603K -$1.95K -46 -0.3%
Members Trust
1249
Members Trust
Florida
$603K +$22.4K +530 +4%
I
1250
IberiaBank
Louisiana
$598K +$48.4K +1,144 +9%
48 49
50
51 52