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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNAM
1251
Campbell Newman Asset Management
Wisconsin
$668K – – –
Koshinski Asset Management
1252
Koshinski Asset Management
Illinois
$666K +$34.8K +750 +6%
Fuller & Thaler Asset Management
1253
Fuller & Thaler Asset Management
California
$663K +$663K +14,300 New
LIA
1254
LBMC Investment Advisors
Tennessee
$662K +$67.2K +1,449 +11%
BSB
1255
Bangor Savings Bank
Maine
$661K +$5.75K +124 +0.9%
MPIA
1256
Mountain Pacific Investment Advisers
Idaho
$660K +$39.4K +850 +6%
GIM
1257
Goelzer Investment Management
Indiana
$659K +$14.8K +319 +2%
FWM
1258
Focused Wealth Management
New York
$659K +$483K +10,403 +274%
MMPW
1259
Mitchell McLeod Pugh & Williams
Alabama
$655K – – –
FC
1260
Forte Capital
New York
$654K -$43.1K -930 -6%
HC
1261
Hourglass Capital
Texas
$654K – – –
CFA
1262
CT Financial Advisors
Pennsylvania
$653K -$14.4K -310 -2%
PIM
1263
Parasol Investment Management
Illinois
$652K -$23.5K -507 -3%
PAWC
1264
P.A.W. Capital
Connecticut
$649K -$46.4K -1,000 -7%
BCM
1265
Barometer Capital Management
Ontario, Canada
$649K +$649K +14,000 New
DCM
1266
Donaldson Capital Management
Indiana
$648K +$14.2K +305 +2%
NI
1267
NFC Investments
Tennessee
$646K – – –
CCM
1268
Catawba Capital Management
Virginia
$644K +$46.4K +1,000 +8%
PWW
1269
Pettyjohn Wood & White
Virginia
$642K -$3.06K -66 -0.5%
CPIG
1270
Chicago Partners Investment Group
Illinois
$641K – – –
SMC
1271
Smith, Moore & Co
Missouri
$636K -$73.6K -1,587 -10%
PAM
1272
Paradigm Asset Management
New York
$636K -$111K -2,400 -15%
NERM
1273
New England Research & Management
Illinois
$634K -$46.4K -1,000 -7%
CBB
1274
Citizens Business Bank
California
$627K -$74.3K -1,600 -11%
EA
1275
Elm Advisors
California
$626K -$11.1K -240 -2%
49 50
51
52 53