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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 %
KKAMG
1326
Kernodle & Katon Asset Management Group
Arkansas
$526K +$31.4K +757 +6%
NERM
1327
New England Research & Management
Illinois
$525K -$41.4K -1,000 -7%
HJGA
1328
Hardman Johnston Global Advisors
Connecticut
$525K – – –
Eagle Capital Management (New York)
1329
Eagle Capital Management (New York)
New York
$522K -$1.43M -34,600 -73%
FWM
1330
Focused Wealth Management
New York
$522K -$79.1K -1,909 -13%
CIA
1331
Capital Impact Advisors
Massachusetts
$522K – – –
PIM
1332
Parasol Investment Management
Illinois
$521K -$8.62K -208 -2%
MPIA
1333
Mountain Pacific Investment Advisers
Idaho
$520K -$49.8K -1,200 -9%
FUBT
1334
First United Bank & Trust
Maryland
$519K +$89.1K +2,150 +21%
EA
1335
Elm Advisors
California
$517K – – –
TBA
1336
Train Babcock Advisors
New York
$516K – – –
BSWMG
1337
Barrington Strategic Wealth Management Group
Illinois
$507K -$16K -385 -3%
GIM
1338
Goelzer Investment Management
Indiana
$503K -$20.1K -485 -4%
NPF
1339
Norris Perne & French
Michigan
$501K -$6.39K -154 -1%
MWM
1340
Marietta Wealth Management
Georgia
$501K +$501K +12,095 New
BDF
1341
Balasa Dinverno & Foltz
$498K +$59.6K +1,437 +14%
B
1342
Bailard
California
$497K -$78.4K -1,890 -14%
ANBT
1343
American National Bank & Trust
Texas
$494K +$148K +3,572 +43%
AP
1344
Atwood & Palmer
Missouri
$493K – – –
MWP
1345
MYCIO Wealth Partners
Pennsylvania
$491K +$78.7K +1,899 +19%
FAM
1346
Formidable Asset Management
Ohio
$490K +$788 +19 +0.2%
CGL
1347
Clarius Group LLC
Washington
$490K +$258K +6,228 +111%
CAM
1348
Cubic Asset Management
Massachusetts
$489K – – –
SWM
1349
Stockman Wealth Management
Montana
$487K +$46K +1,108 +10%
OIA
1350
Optimum Investment Advisors
Illinois
$483K -$7.89K -190 -2%
52 53
54
55 56