KO icon

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 %
AP
1226
AHL Partners
United Kingdom
$689K +$479K +11,284 +228%
TCM
1227
Telos Capital Management
California
$687K -$39.7K -935 -5%
PTC
1228
Philadelphia Trust Company
Pennsylvania
$686K +$32.6K +769 +5%
DA
1229
Dillon & Associates
Michigan
$683K – – –
FIM
1230
Frontier Investment Management
Texas
$683K +$525K +17,951 +331%
FHC
1231
First Heartland Consultants
Missouri
$682K -$96.5K -2,275 -12%
AWA
1232
ARS Wealth Advisors
Florida
$681K +$1.44K +34 +0.2%
DSC
1233
Duncker Streett & Co
Missouri
$679K +$42.4K +1,000 +7%
PAWC
1234
P.A.W. Capital
Connecticut
$679K +$84.9K +2,000 +14%
PMFA
1235
Plante Moran Financial Advisors
Michigan
$673K +$23.5K +553 +4%
WRM
1236
Weybosset Research & Management
Rhode Island
$672K -$10.6K -250 -2%
BCM
1237
Bienville Capital Management
New York
$671K -$192K -4,482 -22%
CBT
1238
Central Bank & Trust
Kentucky
$669K -$40.6K -956 -6%
RC
1239
RegentAtlantic Capital
New Jersey
$669K +$19.9K +469 +3%
CWM
1240
Cornerstone Wealth Management
Missouri
$667K +$114K +2,681 +21%
SOAMC
1241
Spirit of America Management Corp
New York
$666K – – –
CHJWM
1242
Carlton Hofferkamp & Jenks Wealth Management
Texas
$664K +$112K +2,650 +20%
Koshinski Asset Management
1243
Koshinski Asset Management
Illinois
$663K +$297 +7 +0%
HCM
1244
Hodges Capital Management
Texas
$662K -$95.5K -2,250 -13%
PFS
1245
Prospera Financial Services
Texas
$658K +$60.5K +1,426 +10%
CAW
1246
Cornerstone Advisors (Washington)
Washington
$656K -$15.7K -369 -2%
AF
1247
Allworth Financial
California
$653K -$29K -683 -4%
CSS
1248
Cubist Systematic Strategies
Connecticut
$651K -$1.75M -41,325 -73%
AMG
1249
Advisors Management Group
Wisconsin
$651K +$105K +2,470 +19%
HW
1250
Hancock Whitney
Mississippi
$646K -$107K -2,522 -14%
48 49
50
51 52