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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 %
CGL
1326
Clarius Group LLC
Washington
$534K +$18.6K +415 +4%
MPIA
1327
Mountain Pacific Investment Advisers
Idaho
$531K -$31.4K -700 -6%
KFS
1328
Kurt F. Somerville
$530K -$1.12K -25 -0.2%
TL
1329
Tirschwell & Loewy
New York
$529K -$106K -2,365 -17%
WA1
1330
Wimmer Associates 1
California
$529K -$44.8K -1,000 -8%
PVH
1331
Psagot Value Holdings
Israel
$529K -$7.62K -170 -1%
CAM
1332
Cubic Asset Management
Massachusetts
$529K – – –
SIA
1333
Starfire Investment Advisers
Michigan
$529K +$119K +1,988 +29%
SRC
1334
Shufro Rose & Co
New York
$528K -$224K -5,000 -30%
AZA
1335
Arthur Zaske & Associates
Michigan
$528K -$40.3K -900 -7%
BTNA
1336
Bremer Trust National Association
Minnesota
$526K +$13.7K +306 +3%
HFM
1337
Hartford Financial Management
Connecticut
$524K +$125K +2,800 +31%
SGAM
1338
Steinberg Global Asset Management
Florida
$523K -$143K -3,193 -22%
CCM
1339
Cullen Capital Management
New York
$522K -$368K -8,210 -41%
ODCM
1340
Old Dominion Capital Management
Virginia
$521K +$173K +3,854 +50%
BA
1341
BKS Advisors
Michigan
$520K -$56.1K -1,251 -10%
TBA
1342
Train Babcock Advisors
New York
$520K -$13.4K -300 -3%
PAM
1343
Private Asset Management
California
$520K – – –
MWM
1344
Marietta Wealth Management
Georgia
$518K -$82.9K -1,849 -14%
GAG
1345
GM Advisory Group
New York
$518K -$61.2K -1,352 -11%
BWL
1346
Bogart Wealth LLC
Virginia
$517K +$52.2K +1,164 +11%
SSWM
1347
Sheets Smith Wealth Management
North Carolina
$515K -$22.3K -497 -4%
CBB
1348
Citizens Business Bank
California
$514K – – –
RTS
1349
Round Table Services
New Jersey
$509K +$88.2K +1,966 +21%
CT
1350
Coastline Trust
Rhode Island
$506K – – –
52 53
54
55 56