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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1376
Pegasus Partners
Wisconsin
$440K +$22.5K +543 +5%
GI
1377
Glovista Investments
New Jersey
$438K -$37.3K -900 -8%
WTB
1378
Washington Trust Bank
Washington
$438K -$24.4K -588 -5%
Kayne Anderson Rudnick Investment Management
1379
Kayne Anderson Rudnick Investment Management
California
$437K +$1.28K +31 +0.3%
RGIA
1380
Rainier Group Investment Advisory
Washington
$437K +$437K +10,534 New
ACM
1381
Argent Capital Management
Missouri
$435K -$5.19K -125 -1%
VCM
1382
Versant Capital Management
Arizona
$434K -$32K -774 -7%
EVC
1383
Eidelman Virant Capital
Missouri
$433K -$8.29K -200 -2%
BTNA
1384
Bremer Trust National Association
Minnesota
$430K -$60.4K -1,456 -12%
TIA
1385
Tiemann Investment Advisors
California
$430K -$34.9K -841 -8%
SIG
1386
Schaller Investment Group
North Carolina
$428K – – –
BPB
1387
Badgley, Phelps & Bell
Washington
$428K +$199K +4,801 +87%
FANJ
1388
Financial Architects (New Jersey)
New Jersey
$427K +$30.3K +732 +8%
SC
1389
Saybrook Capital
North Carolina
$426K -$41.4K -1,000 -9%
SSI
1390
Scott & Selber Inc
Texas
$425K -$41.9K -1,010 -9%
TFO
1391
Tarbox Family Office
California
$425K +$1.95K +47 +0.5%
SIM
1392
Sonora Investment Management
Arizona
$424K +$83 +2 +0%
GIA
1393
GHP Investment Advisors
Colorado
$424K +$622 +15 +0.1%
KA
1394
Kovack Advisors
Florida
$422K +$123K +2,966 +41%
BL
1395
Balentine LLC
Georgia
$420K +$93K +2,240 +28%
SAM
1396
SignalPoint Asset Management
Missouri
$419K +$41 +1 +0%
CIC
1397
Cornercap Investment Counsel
Georgia
$416K -$4.11K -99 -1%
CM
1398
Castleark Management
Illinois
$415K – – –
FPCM
1399
Financial Partners Capital Management
New York
$413K – – –
EWA
1400
Exencial Wealth Advisors
Oklahoma
$411K +$704 +17 +0.2%
54 55
56
57 58