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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 %
VAS
1276
Valicenti Advisory Services
New York
$644K -$208K -4,639 -24%
WA
1277
WFG Advisors
Texas
$644K +$109K +2,439 +20%
SCP
1278
Sandhill Capital Partners
New York
$642K +$14.1K +315 +2%
RVM
1279
Robinson Value Management
Texas
$639K – – –
RCAMU
1280
Rothschild & Co Asset Management US
Connecticut
$638K +$46K +1,026 +8%
PP
1281
Paloma Partners
Connecticut
$637K -$5.93M -132,249 -90%
IFAM
1282
Institutional & Family Asset Management
Colorado
$637K +$4.8K +107 +0.8%
BSB
1283
Bangor Savings Bank
Maine
$635K -$7.98K -178 -1%
PL
1284
Plancorp LLC
Missouri
$632K – – –
FAM
1285
Formidable Asset Management
Ohio
$631K +$10.8K +240 +2%
Members Trust
1286
Members Trust
Florida
$631K +$35.1K +782 +6%
Arrowstreet Capital
1287
Arrowstreet Capital
Massachusetts
$619K -$27.4M -611,400 -98%
AP
1288
Atwood & Palmer
Missouri
$613K +$87.4K +1,950 +17%
ECM
1289
Estabrook Capital Management
New York
$611K -$3.14K -70 -0.5%
KLWA
1290
Kelly Lawrence W & Associates
California
$611K -$448 -10 -0.1%
BAM
1291
Bruderman Asset Management
New York
$609K +$22.5K +502 +4%
ACM
1292
Armbruster Capital Management
New York
$608K -$3.59K -80 -0.6%
MLFP
1293
MPS Loria Financial Planners
Illinois
$605K +$605K +13,106 New
HC
1294
Hourglass Capital
Texas
$601K – – –
BT
1295
Brandywine Trust
Delaware
$601K – – –
EA
1296
Elm Advisors
California
$600K – – –
FC
1297
Forte Capital
New York
$599K -$19.7K -440 -3%
DA
1298
Dillon & Associates
Michigan
$597K -$135K -2,999 -18%
AB
1299
AT Bancorp
Iowa
$597K – – –
NI
1300
NFC Investments
Tennessee
$593K – – –
50 51
52
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