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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1251
Hourglass Capital
Texas
$597K – – –
NVIM
1252
New Vernon Investment Management
Illinois
$596K -$397K -9,386 -40%
PAWC
1253
P.A.W. Capital
Connecticut
$592K – – –
FC
1254
Forte Capital
New York
$589K -$7.19K -170 -1%
SSWM
1255
Sheets Smith Wealth Management
North Carolina
$587K +$85 +2 +0%
B
1256
Bailard
California
$587K +$131K +3,105 +29%
CPIG
1257
Chicago Partners Investment Group
Illinois
$585K +$169 +4 +0%
NI
1258
NFC Investments
Tennessee
$583K -$6.35K -150 -1%
WP
1259
WealthPLAN Partners
Nebraska
$582K -$845K -20,198 -59%
MPIA
1260
Mountain Pacific Investment Advisers
Idaho
$581K – – –
NERM
1261
New England Research & Management
Illinois
$579K – – –
HCM
1262
Hollencrest Capital Management
California
$578K -$89.3K -2,112 -13%
RCAMU
1263
Rothschild & Co Asset Management US
Connecticut
$576K +$94.5K +2,232 +20%
CCM
1264
Catawba Capital Management
Virginia
$575K – – –
AB
1265
AT Bancorp
Iowa
$563K -$3.77K -89 -0.7%
SIM
1266
SSI Investment Management
California
$562K -$7.76K -183 -1%
CFA
1267
CT Financial Advisors
Pennsylvania
$562K -$2.54K -60 -0.5%
SA
1268
SL Advisors
New Jersey
$560K -$86.3K -2,042 -13%
BAM
1269
Bruderman Asset Management
New York
$559K -$12.6K -299 -2%
GC
1270
Garde Capital
Washington
$558K +$558K +13,900 New
AWA
1271
AmeriServ Wealth Advisors
Pennsylvania
$556K -$7.31K -173 -1%
GCM
1272
Grisanti Capital Management
New York
$556K – – –
NCM
1273
Northside Capital Management
Oregon
$546K – – –
CWM
1274
Cornerstone Wealth Management
Missouri
$545K +$545K +13,010 New
AMG
1275
Advisors Management Group
Wisconsin
$543K +$5.84K +138 +1%
49 50
51
52 53