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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 %
CT
1401
Clearstead Trust
Maine
$411K +$411K +9,915 New
CIS
1402
Connors Investor Services
Pennsylvania
$410K -$101K -2,450 -20%
HFA
1403
High Falls Advisors
New York
$410K -$8.29K -200 -2%
BOS
1404
Bank of Stockton
California
$408K -$4.15K -100 -1%
CSM
1405
CAMG Solamere Management
North Carolina
$406K +$406K +9,809 New
MBT
1406
Monroe Bank & Trust
Michigan
$405K -$4.39K -106 -1%
HVIA
1407
Hudson Valley Investment Advisors
New York
$404K -$706 -17 -0.2%
CCP
1408
Clarkston Capital Partners
Michigan
$402K -$11.8K -285 -3%
HCM
1409
Huber Capital Management
California
$402K – – –
PHAM
1410
Palisades Hudson Asset Management
Florida
$400K – – –
WA
1411
Wealth Architects
California
$398K -$9.62K -232 -2%
IFS
1412
Ifrah Financial Services
Arkansas
$398K – – –
CCC
1413
Chelsea Counsel Company
California
$394K -$41.5K -1,000 -10%
IA
1414
Independence Advisors
Pennsylvania
$393K -$38.4K -925 -9%
KWMG
1415
King Wealth Management Group
Florida
$393K +$153K +3,696 +64%
MSU
1416
Mizuho Securities USA
New York
$391K -$885K -21,375 -69%
PWW
1417
Pettyjohn Wood & White
Virginia
$389K -$4.15K -100 -1%
FVP
1418
Firefly Value Partners
Pennsylvania
$389K +$389K +9,373 New
PAM
1419
Premier Asset Management
Illinois
$389K +$389K +9,400 New
HPWM
1420
Highland Private Wealth Management
Washington
$387K +$25.3K +609 +7%
SMH
1421
Sanders Morris Harris
Texas
$386K -$14.3K -345 -4%
BMC
1422
Benin Management Corp
Connecticut
$382K +$41 +1 +0%
NME
1423
Notis-McConarty Edward
$379K – – –
BHTS
1424
Bar Harbor Trust Services
Maine
$379K – – –
MC
1425
Miles Capital
Iowa
$379K +$111K +2,677 +41%
55 56
57
58 59