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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 %
NERM
1301
New England Research & Management
Illinois
$592K +$4.49K +100 +0.8%
GCM
1302
Grisanti Capital Management
New York
$589K – – –
SA
1303
SL Advisors
New Jersey
$588K -$13.8K -309 -2%
SFA
1304
Staton Financial Advisors
North Carolina
$588K – – –
AWM
1305
Altavista Wealth Management
North Carolina
$587K +$50.7K +1,130 +9%
SIM
1306
SSI Investment Management
California
$581K -$10.7K -239 -2%
NCM
1307
Northside Capital Management
Oregon
$578K – – –
GLA
1308
Good Life Advisors
Pennsylvania
$572K -$6.69K -151 -1%
KCP
1309
KDI Capital Partners
North Carolina
$570K -$992K -22,100 -64%
JFGIW
1310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$568K -$2.82M -62,959 -83%
HJGA
1311
Hardman Johnston Global Advisors
Connecticut
$568K – – –
MCM
1312
MAI Capital Management
Ohio
$568K +$80.2K +1,788 +16%
Eagle Capital Management (New York)
1313
Eagle Capital Management (New York)
New York
$565K – – –
HAIM
1314
Hunter Associates Investment Management
Pennsylvania
$563K +$26.9K +600 +5%
CIAS
1315
Capital Investment Advisory Services
North Carolina
$553K -$15K -335 -3%
DAM
1316
Doheny Asset Management
California
$552K -$131K -2,920 -19%
Parallax Volatility Advisers
1317
Parallax Volatility Advisers
California
$552K +$552K +12,311 New
IFB
1318
iAB Financial Bank
Indiana
$545K -$40K -891 -7%
GAM
1319
Gould Asset Management
California
$545K +$26.9K +600 +5%
TCM
1320
Texan Capital Management
Texas
$538K -$1.34M -29,820 -71%
PAS
1321
Park Avenue Securities
New York
$538K +$538K +12,183 New
AAM
1322
Aureus Asset Management
Massachusetts
$537K – – –
BPB
1323
Badgley, Phelps & Bell
Washington
$536K +$72.5K +1,615 +16%
SNB
1324
Security National Bank
Nebraska
$535K – – –
RWA
1325
River Wealth Advisors
Pennsylvania
$534K -$19.7K -438 -4%
51 52
53
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