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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 %
MCM
1351
Marathon Capital Management
Maryland
$503K -$808 -18 -0.2%
NIC
1352
Northwest Investment Counselors
Oregon
$501K +$122K +2,712 +32%
BSWMG
1353
Barrington Strategic Wealth Management Group
Illinois
$500K -$13.6K -303 -3%
B
1354
Bailard
California
$499K -$80.7K -1,800 -14%
FI
1355
FormulaFolio Investments
Michigan
$499K +$30.9K +688 +7%
AWP
1356
Ascent Wealth Partners
New York
$496K +$90 +2 +0%
KA
1357
Kovack Advisors
Florida
$494K +$84.8K +1,892 +21%
LBC
1358
Lawrence B. Cohen
$494K +$494K +11,015 New
BDF
1359
Balasa Dinverno & Foltz
$493K -$30.3K -675 -6%
FSA
1360
Financial Sense Advisors
California
$492K – – –
MFBTD
1361
MB Financial Bank - Trust Department
Illinois
$492K – – –
BIG
1362
Bellwether Investment Group
Tennessee
$492K +$14.9K +333 +3%
GG
1363
Greenwood Gearhart
Arkansas
$491K -$4.27M -95,147 -90%
AIM
1364
Aspen Investment Management
Michigan
$491K – – –
PP
1365
PagnatoKarp Partners
Virginia
$490K +$40.6K +900 +9%
TWA
1366
TCI Wealth Advisors
Arizona
$490K +$107K +2,383 +28%
CWP
1367
Capital Wealth Planning
Florida
$490K +$274K +6,114 +127%
AC
1368
Alexandria Capital
Virginia
$489K -$4.71K -105 -1%
SWA
1369
SFMG Wealth Advisors
Texas
$487K -$27.7K -619 -5%
FUBT
1370
First United Bank & Trust
Maryland
$487K -$17.7K -395 -4%
WI
1371
Wintrust Investments
Illinois
$485K -$21K -467 -4%
MWM
1372
Meridian Wealth Management
Kentucky
$483K +$227K +5,059 +89%
CHAM
1373
Clear Harbor Asset Management
Connecticut
$482K – – –
FCB
1374
First Command Bank
Texas
$481K -$90 -2 -0%
FCFS
1375
First Command Financial Services
Texas
$481K -$90 -2 -0%
53 54
55
56 57