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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1301
Philadelphia Trust Company
Pennsylvania
$609K – – –
SIM
1302
SSI Investment Management
California
$609K +$15.1K +334 +3%
AB
1303
AT Bancorp
Iowa
$607K – – –
PIM
1304
Parasol Investment Management
Illinois
$606K -$30.6K -675 -5%
CFA
1305
CT Financial Advisors
Pennsylvania
$604K -$33.3K -735 -5%
AWA
1306
AmeriServ Wealth Advisors
Pennsylvania
$604K +$604K +13,325 New
GCM
1307
Grisanti Capital Management
New York
$596K – – –
PVH
1308
Psagot Value Holdings
Israel
$592K -$839K -18,502 -59%
I
1309
IberiaBank
Louisiana
$589K -$108K -2,384 -16%
GIM
1310
Goelzer Investment Management
Indiana
$586K -$58.9K -1,299 -9%
CCC
1311
Chelsea Counsel Company
California
$585K – – –
NCM
1312
Northside Capital Management
Oregon
$584K – – –
BSWMG
1313
Barrington Strategic Wealth Management Group
Illinois
$582K -$2.04K -45 -0.3%
CBB
1314
Citizens Business Bank
California
$580K -$31.7K -700 -5%
OIA
1315
Optimum Investment Advisors
Illinois
$579K -$24.9K -550 -4%
TG
1316
TLP Group
Illinois
$579K +$579K +12,765 New
AMG
1317
Advisors Management Group
Wisconsin
$576K +$499 +11 +0.1%
PCM
1318
Penserra Capital Management
California
$576K +$542K +11,955 +1,607%
FAG
1319
Financial Advisory Group
Texas
$575K +$317 +7 +0.1%
HJGA
1320
Hardman Johnston Global Advisors
Connecticut
$574K – – –
VF
1321
Virtu Financial
New York
$572K -$1.3M -28,778 -70%
CIA
1322
Capital Impact Advisors
Massachusetts
$570K +$570K +12,583 New
TBA
1323
Train Babcock Advisors
New York
$569K – – –
WHG
1324
Westwood Holdings Group
Texas
$569K – – –
CCM
1325
Crossvault Capital Management
Texas
$566K +$35.3K +778 +7%
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