KO icon

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 %
OCM
1226
Osterweis Capital Management
California
$701K -$14.3K -344 -2%
RWA
1227
River Wealth Advisors
Pennsylvania
$701K -$7.46K -180 -1%
CCMD
1228
Cypress Capital Management (Delaware)
Delaware
$699K – – –
ST
1229
Spinnaker Trust
Maine
$699K – – –
SKK
1230
Shepherd Kaplan Krochuk
Massachusetts
$696K -$177K -4,269 -20%
CBT
1231
Central Bank & Trust
Kentucky
$693K – – –
MC
1232
Middleton & Co
Massachusetts
$691K -$6.51K -157 -0.9%
BMCM
1233
Bryn Mawr Capital Management
Pennsylvania
$687K +$687K +16,579 New
FBB
1234
Fulton Breakefield Broenniman
Maryland
$685K +$7.46K +180 +1%
GIM
1235
Guardian Investment Management
California
$683K +$62.2K +1,500 +10%
TCOO
1236
Trust Company of Oklahoma
Oklahoma
$682K -$6.22K -150 -0.9%
AAM
1237
Autus Asset Management
Arizona
$681K – – –
FFS
1238
Founders Financial Securities
Maryland
$677K +$677K +16,328 New
ECM
1239
Estabrook Capital Management
New York
$672K -$10.4K -250 -2%
QSS
1240
Quantitative Systematic Strategies
Florida
$671K +$671K +16,126 New
WRM
1241
Weybosset Research & Management
Rhode Island
$667K -$29K -699 -4%
DA
1242
Dillon & Associates
Michigan
$667K – – –
AF
1243
Allworth Financial
California
$666K +$3.52K +85 +0.5%
AWA
1244
ARS Wealth Advisors
Florida
$664K +$9.86K +238 +2%
DAM
1245
Doheny Asset Management
California
$662K -$23K -555 -3%
TI
1246
Truepoint Inc
Ohio
$661K -$96.4K -2,293 -13%
CAW
1247
Cornerstone Advisors (Washington)
Washington
$656K +$25.3K +610 +4%
RCAMU
1248
Rothschild & Co Asset Management US
Connecticut
$653K +$88.9K +2,146 +16%
SOAMC
1249
Spirit of America Management Corp
New York
$651K – – –
LIM
1250
Lathrop Investment Management
Arkansas
$648K -$659K -15,913 -50%
48 49
50
51 52