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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 %
WTB
1376
Washington Trust Bank
Washington
$478K -$70.7K -1,560 -13%
CAW
1377
Cornerstone Advisors (Washington)
Washington
$477K -$14.3K -316 -3%
SAMC
1378
Shinko Asset Management Company
Japan
$477K -$12.9K -284 -3%
Kayne Anderson Rudnick Investment Management
1379
Kayne Anderson Rudnick Investment Management
California
$477K – – –
GIA
1380
GHP Investment Advisors
Colorado
$476K -$1.72K -38 -0.4%
ACM
1381
Armbruster Capital Management
New York
$475K +$139K +3,067 +41%
MMG
1382
Monetary Management Group
Missouri
$473K +$9.07K +200 +2%
FUBT
1383
First United Bank & Trust
Maryland
$472K -$30.4K -671 -6%
SIG
1384
Schaller Investment Group
North Carolina
$468K – – –
PAS
1385
Partnervest Advisory Services
California
$467K -$31.3K -692 -6%
TFO
1386
Tarbox Family Office
California
$463K +$136 +3 +0%
TC
1387
Trust Company
Kansas
$457K -$36.3K -800 -7%
MBT
1388
Monroe Bank & Trust
Michigan
$457K +$9.07K +200 +2%
Verition Fund Management
1389
Verition Fund Management
Connecticut
$457K +$457K +10,076 New
BCM
1390
BTC Capital Management
Iowa
$454K -$1.14K -25 -0.2%
CM
1391
Castleark Management
Illinois
$454K – – –
BOS
1392
Bank of Stockton
California
$453K -$136 -3 -0%
SLF
1393
Sun Life Financial
Ontario, Canada
$452K -$337K -7,440 -43%
CIC
1394
Cornercap Investment Counsel
Georgia
$452K – – –
EFSCE
1395
Enterprise Financial Services Corp (EFSC)
Missouri
$451K -$137K -3,021 -23%
FPCM
1396
Financial Partners Capital Management
New York
$451K – – –
SIM
1397
Sonora Investment Management
Arizona
$451K – – –
GAM
1398
Gould Asset Management
California
$448K – – –
CWA
1399
Cypress Wealth Advisors
California
$448K +$4.98K +110 +1%
EWA
1400
Exencial Wealth Advisors
Oklahoma
$448K +$40.6K +896 +10%
54 55
56
57 58