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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1351
Marathon Capital Management
Maryland
$511K -$5.3K -117 -1%
M
1352
MOTCO
Texas
$511K +$18.1K +400 +4%
SSI
1353
Scott & Selber Inc
Texas
$510K +$408 +9 +0.1%
PWW
1354
Pettyjohn Wood & White
Virginia
$509K -$118K -2,600 -19%
WIS
1355
Wright Investors Service
Connecticut
$507K – – –
AT
1356
Acadia Trust
Maine
$505K – – –
TIM
1357
Tortoise Investment Management
New York
$505K +$200K +4,400 +65%
AIM
1358
Aspen Investment Management
Michigan
$503K -$36.3K -800 -7%
PFM
1359
PacWest Financial Management
Arizona
$501K -$27.3K -603 -5%
SWA
1360
SFMG Wealth Advisors
Texas
$501K +$147K +3,237 +41%
MCM
1361
MAI Capital Management
Ohio
$500K +$66.4K +1,466 +15%
PG
1362
PEAK6 Group
Illinois
$500K +$500K +11,025 New
ZIM
1363
Zacks Investment Management
Illinois
$499K -$1.69M -37,327 -77%
SCP
1364
Sandhill Capital Partners
New York
$499K +$6.03K +133 +1%
HAIM
1365
Hunter Associates Investment Management
Pennsylvania
$498K -$18.1K -400 -4%
MFW
1366
Meristem Family Wealth
Minnesota
$491K -$21.4K -472 -4%
WA
1367
Wealth Architects
California
$490K +$101K +2,229 +26%
B
1368
Bailard
California
$488K +$488K +10,764 New
VNA
1369
VNBTrust National Association
Virginia
$486K – – –
SCA
1370
Snowden Capital Advisors
New York
$485K +$113K +2,501 +30%
MFBTD
1371
MB Financial Bank - Trust Department
Illinois
$481K -$49.2K -1,086 -9%
ACM
1372
Argent Capital Management
Missouri
$481K – – –
CHJWM
1373
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K -$105K -2,312 -18%
AWP
1374
Ascent Wealth Partners
New York
$480K -$4.94K -109 -1%
BDF
1375
Balasa Dinverno & Foltz
$479K -$19.9K -440 -4%
53 54
55
56 57