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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1251
Chesapeake Asset Management
New York
$690K +$690K +15,230 New
NPF
1252
Norris Perne & French
Michigan
$687K -$91K -2,007 -12%
IFB
1253
iAB Financial Bank
Indiana
$687K -$13.6K -300 -2%
MMPW
1254
Mitchell McLeod Pugh & Williams
Alabama
$686K +$47.1K +1,040 +7%
ST
1255
Sentinel Trust
Texas
$682K – – –
IR
1256
IAT Reinsurance
New York
$680K – – –
GIM
1257
Guardian Investment Management
California
$679K -$66.2K -1,460 -9%
JMFC
1258
J.M. Forbes & Co
Massachusetts
$679K -$63.4K -1,400 -9%
ST
1259
Spinnaker Trust
Maine
$677K -$13.6K -300 -2%
FNBTCON
1260
First National Bank & Trust Co of Newtown
Pennsylvania
$676K – – –
SCA
1261
Stuart Chaussee & Associates
California
$673K +$460K +10,200 +216%
SCM
1262
Sterneck Capital Management
Missouri
$672K +$19.1K +422 +3%
Koshinski Asset Management
1263
Koshinski Asset Management
Illinois
$665K +$14.2K +313 +2%
VC
1264
Vicus Capital
Pennsylvania
$664K +$231K +5,096 +53%
GLI
1265
Guardian Life Insurance
New York
$662K +$6.12K +135 +0.9%
MIAN
1266
Mariner Independent Advisor Network
Kansas
$662K +$21.1K +466 +3%
BSB
1267
Bangor Savings Bank
Maine
$659K +$12.7K +280 +2%
NEPPG
1268
New England Professional Planning Group
Rhode Island
$657K – – –
FWM
1269
Focused Wealth Management
New York
$657K +$14K +308 +2%
TRCT
1270
Tower Research Capital (TRC)
New York
$657K +$636K +14,020 +2,970%
TC
1271
Toews Corporation
New Jersey
$657K +$657K +14,500 New
DCM
1272
Donaldson Capital Management
Indiana
$656K +$23.2K +512 +4%
CFMC
1273
Curbstone Financial Management Corp
New Hampshire
$655K -$9.07K -200 -1%
BIG
1274
Bellwether Investment Group
Tennessee
$655K +$655K +14,443 New
FIM
1275
Freedom Investment Management
Connecticut
$654K +$78K +1,721 +14%
49 50
51
52 53