KO icon

Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1251
Koshinski Asset Management
Illinois
$647K +$1.37K +33 +0.2%
SMC
1252
Smith, Moore & Co
Missouri
$647K +$33.5K +808 +5%
EFSCE
1253
Enterprise Financial Services Corp (EFSC)
Missouri
$644K +$145K +3,505 +29%
FAN
1254
Financial Advisors Network
California
$640K +$640K +15,449 New
PTC
1255
Philadelphia Trust Company
Pennsylvania
$639K +$39.5K +952 +7%
AC
1256
Abbrea Capital
California
$639K +$639K +15,416 New
PMFA
1257
Plante Moran Financial Advisors
Michigan
$635K -$497K -11,975 -44%
RC
1258
RegentAtlantic Capital
New Jersey
$634K -$10.6K -256 -2%
SRC
1259
Shufro Rose & Co
New York
$629K – – –
JMFC
1260
J.M. Forbes & Co
Massachusetts
$629K – – –
EWA
1261
EP Wealth Advisors
California
$629K +$629K +22,758 New
PH
1262
Pinnacle Holdings
Oklahoma
$625K -$40.2K -969 -6%
KFS
1263
Kurt F. Somerville
$624K -$10.4K -250 -2%
ST
1264
Sentinel Trust
Texas
$624K – – –
DSC
1265
Duncker Streett & Co
Missouri
$622K – – –
IR
1266
IAT Reinsurance
New York
$622K – – –
SFA
1267
Staton Financial Advisors
North Carolina
$622K +$9.08K +219 +1%
I
1268
IberiaBank
Louisiana
$621K +$34.8K +840 +6%
GLI
1269
Guardian Life Insurance
New York
$617K +$13K +313 +2%
FNBTCON
1270
First National Bank & Trust Co of Newtown
Pennsylvania
$615K – – –
CC
1271
Cipher Capital
New York
$613K +$613K +14,782 New
IFAM
1272
Institutional & Family Asset Management
Colorado
$605K -$2.61M -62,978 -81%
SGAM
1273
Steinberg Global Asset Management
Florida
$604K -$1.02M -24,516 -63%
WSC
1274
Wellington Shields & Co
New York
$604K – – –
BSB
1275
Bangor Savings Bank
Maine
$594K +$621 +15 +0.1%
49 50
51
52 53