KO icon

Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1326
Acadia Trust
Maine
$458K -$13.5K -320 -3%
AWP
1327
Ascent Wealth Partners
New York
$458K +$10K +237 +2%
HF
1328
HRT Financial
New York
$455K +$247K +5,843 +119%
VNA
1329
VNBTrust National Association
Virginia
$454K – – –
EVC
1330
Eidelman Virant Capital
Missouri
$450K -$40.1K -950 -8%
SWM
1331
Stockman Wealth Management
Montana
$450K +$82.5K +1,950 +22%
MFBTD
1332
MB Financial Bank - Trust Department
Illinois
$449K – – –
ACM
1333
Argent Capital Management
Missouri
$449K – – –
BDF
1334
Balasa Dinverno & Foltz
$447K +$169 +4 +0%
Kayne Anderson Rudnick Investment Management
1335
Kayne Anderson Rudnick Investment Management
California
$445K – – –
CCC
1336
Chelsea Counsel Company
California
$444K -$102K -2,416 -19%
MMG
1337
Monetary Management Group
Missouri
$441K – – –
BCM
1338
BTC Capital Management
Iowa
$441K +$17K +400 +4%
IA
1339
Independence Advisors
Pennsylvania
$440K +$440K +10,398 New
ACM
1340
Armbruster Capital Management
New York
$439K -$4.23K -100 -1%
FUBT
1341
First United Bank & Trust
Maryland
$439K -$2.12K -50 -0.5%
GAM
1342
Gould Asset Management
California
$439K +$21.1K +500 +5%
SAMC
1343
Shinko Asset Management Company
Japan
$438K -$7.75K -183 -2%
SIG
1344
Schaller Investment Group
North Carolina
$437K – – –
PL
1345
Plancorp LLC
Missouri
$437K +$437K +10,322 New
SIM
1346
Sonora Investment Management
Arizona
$433K +$12.4K +292 +3%
GIA
1347
GHP Investment Advisors
Colorado
$432K -$11.6K -274 -3%
TFO
1348
Tarbox Family Office
California
$432K +$127 +3 +0%
CIC
1349
Cornercap Investment Counsel
Georgia
$429K +$5.51K +130 +1%
HFA
1350
High Falls Advisors
New York
$427K – – –
52 53
54
55 56