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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 %
LPT
1226
Legacy Private Trust
Wisconsin
$745K -$44.8K -1,000 -6%
BMCM
1227
Bryn Mawr Capital Management
Pennsylvania
$745K +$807 +18 +0.1%
AAMU
1228
AEGON Asset Management (UK)
United Kingdom
$742K -$22.7K -506 -3%
MMPW
1229
Mitchell McLeod Pugh & Williams
Alabama
$739K -$17.5K -391 -2%
FAN
1230
Financial Advisors Network
California
$737K +$5.25K +117 +0.7%
WRM
1231
Weybosset Research & Management
Rhode Island
$737K +$26.9K +601 +4%
BIC
1232
Beach Investment Counsel
Pennsylvania
$736K – – –
CHJWM
1233
Carlton Hofferkamp & Jenks Wealth Management
Texas
$734K +$32.5K +726 +5%
AAM
1234
Autus Asset Management
Arizona
$729K – – –
TCOO
1235
Trust Company of Oklahoma
Oklahoma
$727K -$11.2K -250 -2%
AWA
1236
ARS Wealth Advisors
Florida
$725K +$4.58K +102 +0.6%
RCM
1237
RNC Capital Management
California
$722K -$15.7K -349 -2%
BCM
1238
Bienville Capital Management
New York
$721K +$12.3K +272 +2%
SXL
1239
Summit X LLC
Missouri
$719K +$719K +15,949 New
PAWC
1240
P.A.W. Capital
Connecticut
$718K – – –
DSC
1241
Duncker Streett & Co
Missouri
$718K – – –
ANBT
1242
American National Bank & Trust
Texas
$714K +$69.5K +1,549 +11%
RC
1243
RegentAtlantic Capital
New Jersey
$710K +$2.87K +64 +0.4%
DA
1244
Doliver Advisors
Texas
$705K +$705K +15,720 New
SOAMC
1245
Spirit of America Management Corp
New York
$704K – – –
DWT
1246
Dorsey & Whitney Trust
South Dakota
$691K +$18K +400 +3%
FWM
1247
Focused Wealth Management
New York
$690K +$160K +3,564 +30%
IDBONY
1248
Israel Discount Bank of New York
New York
$689K -$58.5K -1,305 -8%
AF
1249
Allworth Financial
California
$686K -$3.95K -88 -0.6%
HCM
1250
Hodges Capital Management
Texas
$684K -$15.7K -349 -2%
48 49
50
51 52