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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 %
SA
1301
SL Advisors
New Jersey
$553K +$4.02K +97 +0.7%
AB
1302
AT Bancorp
Iowa
$552K – – –
GAG
1303
GM Advisory Group
New York
$552K +$67.5K +1,626 +14%
SSWM
1304
Sheets Smith Wealth Management
North Carolina
$551K -$23.6K -569 -4%
CFA
1305
CT Financial Advisors
Pennsylvania
$551K +$456 +11 +0.1%
SIM
1306
SSI Investment Management
California
$550K -$956 -23 -0.2%
NI
1307
NFC Investments
Tennessee
$548K -$23.1K -558 -4%
GCM
1308
Grisanti Capital Management
New York
$545K – – –
CWM
1309
Cornerstone Wealth Management
Missouri
$545K +$1.46K +35 +0.3%
IFB
1310
iAB Financial Bank
Indiana
$544K -$99.1K -2,391 -15%
DAC
1311
Dividend Assets Capital
South Carolina
$543K -$78.8K -1,900 -13%
AWA
1312
AmeriServ Wealth Advisors
Pennsylvania
$542K -$2.86K -69 -0.5%
IDBONY
1313
Israel Discount Bank of New York
New York
$541K +$541K +13,055 New
FBA
1314
Front Barnett Associates
Illinois
$539K -$1.62M -39,034 -75%
JA
1315
JLB & Associates
Michigan
$538K -$164K -3,955 -23%
BAM
1316
Bruderman Asset Management
New York
$538K -$9.53K -230 -2%
CHJWM
1317
Carlton Hofferkamp & Jenks Wealth Management
Texas
$538K +$49.8K +1,202 +10%
GAM
1318
Gould Asset Management
California
$537K +$107K +2,576 +25%
NCM
1319
Northside Capital Management
Oregon
$535K – – –
AMG
1320
Advisors Management Group
Wisconsin
$533K +$994 +24 +0.2%
PVH
1321
Psagot Value Holdings
Israel
$533K +$1.87K +45 +0.4%
WA
1322
WFG Advisors
Texas
$529K -$139K -3,344 -21%
CBB
1323
Citizens Business Bank
California
$529K +$7.5K +181 +1%
CFA
1324
Camarda Financial Advisors
Florida
$529K +$520K +12,549 +5,976%
BA
1325
BKS Advisors
Michigan
$528K +$13K +314 +3%
51 52
53
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