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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 %
IFAM
1276
Institutional & Family Asset Management
Colorado
$598K -$21.2K -500 -3%
PL
1277
Plancorp LLC
Missouri
$598K – – –
BT
1278
Beacon Trust
New Jersey
$597K -$1.13K -27 -0.2%
SCP
1279
Sandhill Capital Partners
New York
$594K +$20.7K +487 +4%
RFA
1280
Reilly Financial Advisors
California
$588K -$2.55K -60 -0.4%
WHG
1281
Westwood Holdings Group
Texas
$587K +$272K +6,401 +86%
FC
1282
Forte Capital
New York
$585K -$2.12K -50 -0.4%
FLPIM
1283
F.L. Putnam Investment Management
Massachusetts
$584K +$356K +8,379 +156%
ECM
1284
Estabrook Capital Management
New York
$581K -$106K -2,500 -15%
ACM
1285
Armbruster Capital Management
New York
$579K – – –
KLWA
1286
Kelly Lawrence W & Associates
California
$578K -$3.98K -94 -0.7%
AWA
1287
AmeriServ Wealth Advisors
Pennsylvania
$571K +$16.3K +385 +3%
SA
1288
SL Advisors
New Jersey
$570K +$3.44K +81 +0.6%
HC
1289
Hourglass Capital
Texas
$569K – – –
MWM
1290
Marietta Wealth Management
Georgia
$569K +$55.5K +1,306 +11%
SWM
1291
Stockman Wealth Management
Montana
$569K +$71.1K +1,676 +14%
BT
1292
Brandywine Trust
Delaware
$568K – – –
EA
1293
Elm Advisors
California
$567K +$38.2K +900 +7%
AB
1294
AT Bancorp
Iowa
$565K – – –
CWA
1295
Cypress Wealth Advisors
California
$564K +$79.5K +1,873 +16%
Members Trust
1296
Members Trust
Florida
$564K +$564K +13,279 New
ECM
1297
Exchange Capital Management
Michigan
$563K -$262K -6,169 -32%
I
1298
IberiaBank
Louisiana
$562K -$73.1K -1,723 -12%
NI
1299
NFC Investments
Tennessee
$561K – – –
RCAMU
1300
Rothschild & Co Asset Management US
Connecticut
$560K -$109K -2,565 -16%
50 51
52
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