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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 %
CCM
1301
Catawba Capital Management
Virginia
$560K -$14.9K -352 -3%
LSA
1302
L & S Advisors
California
$560K -$9.51K -224 -2%
SIM
1303
SSI Investment Management
California
$559K -$1.06K -25 -0.2%
GCM
1304
Grisanti Capital Management
New York
$558K – – –
SFA
1305
Staton Financial Advisors
North Carolina
$557K -$80K -1,885 -13%
NERM
1306
New England Research & Management
Illinois
$556K +$17.8K +420 +3%
BAM
1307
Bruderman Asset Management
New York
$555K +$4.24K +100 +0.8%
IFB
1308
iAB Financial Bank
Indiana
$553K -$3.73K -88 -0.7%
GLA
1309
Good Life Advisors
Pennsylvania
$552K +$89.7K +2,122 +19%
B
1310
Bailard
California
$549K +$40.3K +950 +8%
GAG
1311
GM Advisory Group
New York
$548K -$21.5K -503 -4%
NCM
1312
Northside Capital Management
Oregon
$547K – – –
BA
1313
BKS Advisors
Michigan
$545K +$4.88K +115 +0.9%
WA1
1314
Wimmer Associates 1
California
$543K -$45K -1,060 -8%
CFA
1315
CT Financial Advisors
Pennsylvania
$541K -$22.4K -528 -4%
AZA
1316
Arthur Zaske & Associates
Michigan
$538K -$1.14M -26,878 -68%
MFW
1317
Mosaic Family Wealth
Missouri
$538K +$174K +4,100 +48%
HJGA
1318
Hardman Johnston Global Advisors
Connecticut
$537K – – –
CIAS
1319
Capital Investment Advisory Services
North Carolina
$537K +$67K +1,580 +14%
WPW
1320
Waldron Private Wealth
Pennsylvania
$536K +$167K +3,944 +45%
Eagle Capital Management (New York)
1321
Eagle Capital Management (New York)
New York
$535K – – –
MIFH
1322
Migdal Insurance & Financial Holdings
Israel
$534K -$72.7K -1,708 -12%
MPIA
1323
Mountain Pacific Investment Advisers
Idaho
$532K – – –
MI
1324
Markston International
New York
$527K -$6.04M -142,325 -92%
RWA
1325
River Wealth Advisors
Pennsylvania
$524K -$194K -4,570 -27%
51 52
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