KO icon

Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
1276
Steinberg Global Asset Management
Florida
$663K +$138K +3,068 +26%
BPCE
1277
Bank Pictet & Cie (Europe)
Germany
$661K -$9.01K -200 -1%
CCM
1278
Catawba Capital Management
Virginia
$659K – – –
SIAP
1279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$658K -$3.42K -76 -0.5%
PMFA
1280
Plante Moran Financial Advisors
Michigan
$658K -$1.98K -44 -0.3%
FNBTCON
1281
First National Bank & Trust Co of Newtown
Pennsylvania
$658K – – –
CRC
1282
Curi RMB Capital
Illinois
$656K +$2.61K +58 +0.4%
IDBONY
1283
Israel Discount Bank of New York
New York
$654K -$36.6K -815 -5%
FPS
1284
Fieldpoint Private Securities
Connecticut
$653K +$653K +14,503 New
RWP
1285
RWA Wealth Partners
Massachusetts
$651K +$316K +7,029 +94%
HCM
1286
Hodges Capital Management
Texas
$650K -$35.9K -799 -5%
NDSI
1287
Newman Dignan & Sheerar Inc
Rhode Island
$650K – – –
HW
1288
Hancock Whitney
Mississippi
$647K -$7.2K -160 -1%
WSC
1289
Wellington Shields & Co
New York
$646K -$9K -200 -1%
DA
1290
Doliver Advisors
Texas
$631K -$77.1K -1,712 -11%
BAM
1291
Bruderman Asset Management
New York
$629K +$17.7K +394 +3%
FAM
1292
Formidable Asset Management
Ohio
$623K -$10.6K -235 -2%
BSB
1293
Bangor Savings Bank
Maine
$622K -$16K -355 -3%
ECM
1294
Estabrook Capital Management
New York
$614K – – –
KLWA
1295
Kelly Lawrence W & Associates
California
$613K – – –
SCP
1296
Sandhill Capital Partners
New York
$611K -$32.6K -725 -5%
ACM
1297
Armbruster Capital Management
New York
$610K – – –
AWM
1298
Altavista Wealth Management
North Carolina
$610K +$20.4K +452 +3%
FWM
1299
Focused Wealth Management
New York
$607K -$85.2K -1,892 -12%
HC
1300
Hourglass Capital
Texas
$605K +$1.85K +41 +0.3%
50 51
52
53 54