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 %
MIFH
1276
Migdal Insurance & Financial Holdings
Israel
$593K +$593K +14,252 New
DCM
1277
Donaldson Capital Management
Indiana
$591K -$32K -772 -5%
BT
1278
Beacon Trust
New Jersey
$590K -$9.95K -240 -2%
NDSI
1279
Newman Dignan & Sheerar Inc
Rhode Island
$589K -$2.24K -54 -0.4%
PL
1280
Plancorp LLC
Missouri
$585K +$157K +3,776 +37%
PFS
1281
Prospera Financial Services
Texas
$584K -$75.2K -1,811 -11%
NVIM
1282
New Vernon Investment Management
Illinois
$584K – – –
PAWC
1283
P.A.W. Capital
Connecticut
$580K – – –
RFA
1284
Reilly Financial Advisors
California
$577K +$47.9K +1,154 +9%
WA1
1285
Wimmer Associates 1
California
$575K -$65.9K -1,590 -10%
CPIG
1286
Chicago Partners Investment Group
Illinois
$575K +$2.57K +62 +0.4%
FC
1287
Forte Capital
New York
$573K -$3.73K -90 -0.6%
KLWA
1288
Kelly Lawrence W & Associates
California
$569K -$305K -7,364 -35%
BRC
1289
Bell Rock Capital
Delaware
$569K +$569K +13,770 New
NP
1290
NorthRock Partners
Minnesota
$567K -$28.2K -679 -5%
ACM
1291
Armbruster Capital Management
New York
$565K +$135K +3,256 +31%
CCM
1292
Catawba Capital Management
Virginia
$562K -$1.24K -30 -0.2%
SCP
1293
Sandhill Capital Partners
New York
$560K +$45K +1,084 +9%
PFGIA
1294
Patriot Financial Group Insurance Agency
Massachusetts
$558K +$558K +13,495 New
LSA
1295
L & S Advisors
California
$556K -$170K -4,100 -23%
HC
1296
Hourglass Capital
Texas
$556K -$29K -700 -5%
FHA
1297
Flagship Harbor Advisors
Massachusetts
$556K +$556K +13,474 New
BT
1298
Brandywine Trust
Delaware
$555K -$101K -2,447 -15%
SIAP
1299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$555K +$555K +13,375 New
DWT
1300
Dorsey & Whitney Trust
South Dakota
$553K -$179K -4,304 -24%
50 51
52
53 54