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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 %
NVIM
1326
New Vernon Investment Management
Illinois
$524K -$73.9K -1,741 -12%
AAM
1327
Aureus Asset Management
Massachusetts
$523K +$523K +11,979 New
DCM
1328
Donaldson Capital Management
Indiana
$518K -$87.2K -2,056 -14%
SSWM
1329
Sheets Smith Wealth Management
North Carolina
$508K -$56.2K -1,325 -10%
PVH
1330
Psagot Value Holdings
Israel
$508K -$37.3K -880 -7%
AWM
1331
Altavista Wealth Management
North Carolina
$508K +$229K +5,383 +82%
HAIM
1332
Hunter Associates Investment Management
Pennsylvania
$507K +$50.9K +1,200 +11%
SNB
1333
Security National Bank
Nebraska
$506K +$506K +11,924 New
WA
1334
WFG Advisors
Texas
$505K -$36.3K -855 -7%
TBA
1335
Train Babcock Advisors
New York
$505K -$23.3K -550 -4%
KFS
1336
Kurt F. Somerville
$503K -$136K -3,200 -21%
FWM
1337
Focused Wealth Management
New York
$501K -$33.6K -792 -6%
CAM
1338
Cubic Asset Management
Massachusetts
$500K – – –
IWM
1339
IHT Wealth Management
Illinois
$500K +$30.7K +720 +7%
AP
1340
Atwood & Palmer
Missouri
$498K -$7.31K -172 -1%
BDF
1341
Balasa Dinverno & Foltz
$495K -$14.5K -341 -3%
PAM
1342
Private Asset Management
California
$492K +$12.7K +300 +3%
GAM
1343
Gould Asset Management
California
$490K -$59.6K -1,406 -11%
CGL
1344
Clarius Group LLC
Washington
$488K -$14.1K -332 -3%
SWA
1345
SFMG Wealth Advisors
Texas
$487K +$10.7K +252 +2%
DAC
1346
Dividend Assets Capital
South Carolina
$486K -$69.6K -1,640 -13%
CBB
1347
Citizens Business Bank
California
$486K -$55.1K -1,300 -10%
BSWMG
1348
Barrington Strategic Wealth Management Group
Illinois
$486K -$33.3K -784 -6%
BTNA
1349
Bremer Trust National Association
Minnesota
$485K +$45.2K +1,066 +10%
Capstone Investment Advisors
1350
Capstone Investment Advisors
New York
$484K -$3.82M -90,035 -89%
52 53
54
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