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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
1251
Westwood Holdings Group
Texas
$684K +$63.8K +1,422 +10%
LIM
1252
Lathrop Investment Management
Arkansas
$681K – – –
Koshinski Asset Management
1253
Koshinski Asset Management
Illinois
$680K -$20.4K -455 -3%
CBT
1254
Central Bank & Trust
Kentucky
$677K -$29K -648 -4%
AC
1255
Abbrea Capital
California
$676K +$11.3K +250 +2%
RMCM
1256
Reynders McVeigh Capital Management
Massachusetts
$675K -$60.6K -1,350 -8%
IR
1257
IAT Reinsurance
New York
$673K – – –
FHC
1258
First Heartland Consultants
Missouri
$672K -$49.3K -1,099 -7%
CAW
1259
Cornerstone Advisors (Washington)
Washington
$671K -$21.6K -483 -3%
JMFC
1260
J.M. Forbes & Co
Massachusetts
$671K -$9.42K -210 -1%
MC
1261
Middleton & Co
Massachusetts
$669K -$76.3K -1,700 -10%
GVT
1262
Genesee Valley Trust
New York
$668K -$21.1K -470 -3%
BPCE
1263
Bank Pictet & Cie (Europe)
Germany
$667K +$22.4K +500 +3%
RFA
1264
Reilly Financial Advisors
California
$667K +$45.6K +1,015 +7%
ST
1265
Sentinel Trust
Texas
$662K -$13.5K -300 -2%
TI
1266
Truepoint Inc
Ohio
$660K -$502 -11 -0.1%
SIAP
1267
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$659K -$3.32K -74 -0.5%
PMFA
1268
Plante Moran Financial Advisors
Michigan
$658K -$54K -1,203 -8%
CCM
1269
Catawba Capital Management
Virginia
$656K +$64.3K +1,434 +11%
FNBTCON
1270
First National Bank & Trust Co of Newtown
Pennsylvania
$655K – – –
HW
1271
Hancock Whitney
Mississippi
$653K -$29.8K -663 -4%
WSC
1272
Wellington Shields & Co
New York
$653K – – –
SMM
1273
Stadion Money Management
Georgia
$651K -$1.79M -40,040 -73%
CRC
1274
Curi RMB Capital
Illinois
$651K +$651K +14,517 New
NDSI
1275
Newman Dignan & Sheerar Inc
Rhode Island
$647K -$9.87K -220 -2%
49 50
51
52 53