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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 %
RP
1376
Reinhart Partners
Wisconsin
$480K +$480K +10,700 New
MFW
1377
Meristem Family Wealth
Minnesota
$479K – – –
MMG
1378
Monetary Management Group
Missouri
$477K +$4.49K +100 +1%
GIM
1379
Guardian Investment Management
California
$475K -$198K -4,400 -29%
FBA
1380
Front Barnett Associates
Illinois
$474K -$3.36K -75 -0.7%
VNA
1381
VNBTrust National Association
Virginia
$474K – – –
AFP
1382
Ausdal Financial Partners
Iowa
$474K +$142K +3,173 +43%
SWM
1383
Stockman Wealth Management
Montana
$472K -$129K -2,882 -21%
SAM
1384
SignalPoint Asset Management
Missouri
$471K +$12.6K +282 +3%
NL
1385
NWAM LLC
Washington
$471K +$131K +2,917 +38%
OIA
1386
Optimum Investment Advisors
Illinois
$468K -$22.4K -500 -5%
PWSG
1387
Pacific Wealth Strategies Group
California
$468K +$79K +1,763 +20%
PA
1388
Probity Advisors
Texas
$467K -$8.11K -181 -2%
SIG
1389
Schaller Investment Group
North Carolina
$463K – – –
MIFH
1390
Migdal Insurance & Financial Holdings
Israel
$460K -$102K -2,280 -18%
TFO
1391
Tarbox Family Office
California
$460K – – –
SSI
1392
Scott & Selber Inc
Texas
$460K +$493 +11 +0.1%
SIM
1393
Sonora Investment Management
Arizona
$459K +$45 +1 +0%
GIA
1394
GHP Investment Advisors
Colorado
$459K +$314 +7 +0.1%
VCM
1395
Versant Capital Management
Arizona
$459K +$940 +21 +0.2%
BFA
1396
Beaumont Financial Advisors
Massachusetts
$459K +$36.3K +810 +9%
DAC
1397
Dividend Assets Capital
South Carolina
$458K -$55.1K -1,230 -11%
PP
1398
Pegasus Partners
Wisconsin
$458K – – –
CWA
1399
Cypress Wealth Advisors
California
$457K -$139K -3,107 -23%
HFA
1400
High Falls Advisors
New York
$457K +$13.5K +300 +3%
54 55
56
57 58