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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 %
HVIA
1401
Hudson Valley Investment Advisors
New York
$445K -$1.78M -39,200 -80%
EAM
1402
Evanson Asset Management
California
$445K +$3.99K +88 +0.9%
HCM
1403
Huber Capital Management
California
$444K – – –
SCA
1404
Sippican Capital Advisors
Massachusetts
$442K -$10.9K -240 -2%
PHAM
1405
Palisades Hudson Asset Management
Florida
$437K – – –
IFS
1406
Ifrah Financial Services
Arkansas
$436K – – –
HFA
1407
High Falls Advisors
New York
$433K – – –
BFA
1408
Beaumont Financial Advisors
Massachusetts
$429K +$56.2K +1,240 +15%
Capital Fund Management (CFM)
1409
Capital Fund Management (CFM)
France
$429K +$429K +9,457 New
WPC
1410
White Pine Capital
Minnesota
$421K -$113K -2,480 -21%
KGI
1411
KBI Global Investors
Ireland
$421K +$421K +9,283 New
NCM
1412
Noesis Capital Mangement
Florida
$418K +$8.62K +190 +2%
GS
1413
Girard Securities
California
$417K +$23.5K +518 +6%
WAM
1414
Wolverine Asset Management
Illinois
$417K +$417K +9,200 New
EBSAM
1415
Eubel Brady & Suttman Asset Management
Ohio
$416K -$7.49K -165 -2%
BHTS
1416
Bar Harbor Trust Services
Maine
$415K – – –
OC
1417
Oarsman Capital
Wisconsin
$414K -$9.98K -220 -2%
NFG
1418
Nadler Financial Group
Illinois
$412K -$14.2K -314 -3%
HFM
1419
Hartford Financial Management
Connecticut
$412K -$9.19K -203 -2%
BMC
1420
Benin Management Corp
Connecticut
$409K – – –
NME
1421
Notis-McConarty Edward
$408K – – –
HBWM
1422
Hollow Brook Wealth Management
New York
$408K – – –
LJHT
1423
Laurie J. Hall Trustee
$406K – – –
HI
1424
Hudock Inc
Pennsylvania
$406K +$8.61K +190 +2%
LCM
1425
Liberty Capital Management
Michigan
$404K +$404K +8,907 New
55 56
57
58 59