KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1251
Doheny Asset Management
California
$646K -$31.6K -745 -5%
LIM
1252
Lathrop Investment Management
Arkansas
$645K -$19.1K -449 -3%
JMFC
1253
J.M. Forbes & Co
Massachusetts
$643K – – –
PH
1254
Pinnacle Holdings
Oklahoma
$641K +$1.4K +33 +0.2%
ST
1255
Sentinel Trust
Texas
$639K – – –
BRC
1256
Bell Rock Capital
Delaware
$638K +$54.6K +1,288 +9%
IR
1257
IAT Reinsurance
New York
$637K – – –
DWT
1258
Dorsey & Whitney Trust
South Dakota
$636K +$70.4K +1,660 +12%
GIM
1259
Guardian Investment Management
California
$635K -$63.6K -1,500 -9%
GLI
1260
Guardian Life Insurance
New York
$634K +$2.25K +53 +0.4%
SGAM
1261
Steinberg Global Asset Management
Florida
$630K +$11.4K +269 +2%
AC
1262
Abbrea Capital
California
$629K -$31K -724 -5%
CPIG
1263
Chicago Partners Investment Group
Illinois
$629K +$40.2K +947 +7%
SIAP
1264
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$627K +$59.4K +1,400 +10%
FNBTCON
1265
First National Bank & Trust Co of Newtown
Pennsylvania
$620K -$9.6K -226 -2%
SC
1266
Saybrook Capital
North Carolina
$619K +$183K +4,300 +42%
WSC
1267
Wellington Shields & Co
New York
$618K – – –
TI
1268
Truepoint Inc
Ohio
$615K -$52.6K -1,240 -8%
BPCE
1269
Bank Pictet & Cie (Europe)
Germany
$610K -$382K -9,000 -38%
ANBT
1270
American National Bank & Trust
Texas
$610K +$104K +2,458 +21%
BSB
1271
Bangor Savings Bank
Maine
$609K -$42 -1 -0%
FAM
1272
Formidable Asset Management
Ohio
$607K +$88.3K +2,012 +17%
PIMJS
1273
PKO Investment Management Joint-Stock
Poland
$606K +$536K +12,623 +761%
RVM
1274
Robinson Value Management
Texas
$605K -$365K -8,593 -38%
TL
1275
Tirschwell & Loewy
New York
$601K -$829K -19,525 -58%
49 50
51
52 53