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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 %
PCMM
1401
Private Capital Management (Minnesota)
Minnesota
$455K -$327K -7,300 -42%
FHC
1402
First Houston Capital
Texas
$453K +$135K +3,000 +42%
CIC
1403
Cornercap Investment Counsel
Georgia
$452K +$987 +22 +0.2%
KF
1404
Krilogy Financial
Missouri
$450K -$62.7K -1,398 -12%
TIA
1405
Tiemann Investment Advisors
California
$447K +$224 +5 +0.1%
BWFM
1406
Bridgewater Wealth & Financial Management
Maryland
$446K +$130K +2,901 +41%
WP
1407
WealthPLAN Partners
Nebraska
$445K +$287K +6,383 +181%
CIS
1408
Connors Investor Services
Pennsylvania
$444K – – –
CSM
1409
CAMG Solamere Management
North Carolina
$444K +$940 +21 +0.2%
BA
1410
Bristol Advisors
Pennsylvania
$444K +$444K +9,900 New
NPF
1411
Norris Perne & French
Michigan
$443K -$26.6K -592 -6%
VFPI
1412
Vantage Financial Partners (Illinois)
Illinois
$443K +$55.9K +1,251 +14%
FPCM
1413
Financial Partners Capital Management
New York
$442K -$4.49K -100 -1%
OIA
1414
OneDigital Investment Advisors
Kansas
$441K +$441K +9,829 New
BOS
1415
Bank of Stockton
California
$434K +$5.11K +114 +1%
PHAM
1416
Palisades Hudson Asset Management
Florida
$433K – – –
BL
1417
Balentine LLC
Georgia
$432K – – –
IFS
1418
Ifrah Financial Services
Arkansas
$431K – – –
HPWM
1419
Highland Private Wealth Management
Washington
$431K +$42.8K +953 +11%
RGIA
1420
Rainier Group Investment Advisory
Washington
$428K – – –
WA
1421
Wealth Architects
California
$427K -$9.5K -212 -2%
MBT
1422
Monroe Bank & Trust
Michigan
$425K -$31.8K -711 -7%
FFC
1423
First Financial Corp
Indiana
$422K -$19.7K -438 -4%
IA
1424
Independence Advisors
Pennsylvania
$422K -$11.9K -266 -3%
EVC
1425
Eidelman Virant Capital
Missouri
$421K -$24.6K -550 -6%
55 56
57
58 59