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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRM
1426
Cramer Rosenthal McGlynn
Connecticut
$339K -$38.2M -901,005 -99%
UFG
1427
United Fire Group
Iowa
$339K – – –
GS
1428
Gagnon Securities
New York
$335K -$1.86K -44 -0.6%
MCA
1429
Morris Capital Advisors
Pennsylvania
$335K +$335K +7,924 New
BL
1430
Balentine LLC
Georgia
$334K +$12K +282 +4%
TB
1431
Terril Brothers
Missouri
$332K – – –
WPC
1432
White Pine Capital
Minnesota
$331K -$62.3K -1,470 -16%
SM
1433
Sciencast Management
New Jersey
$330K -$1.43M -33,871 -81%
EVM
1434
Evelyn V. Moreno
$330K -$33.6K -794 -9%
11A
1435
10-15 Associates
New York
$330K +$72.8K +1,721 +28%
ASC
1436
Atalanta Sosnoff Capital
New York
$329K -$13.1M -310,872 -98%
VFP
1437
Verus Financial Partners
Virginia
$329K +$212 +5 +0.1%
PI
1438
Pettee Investors
Connecticut
$328K – – –
NG
1439
NatWest Group
United Kingdom
$327K +$41.6K +984 +15%
MIM
1440
Miller Investment Management
Pennsylvania
$326K – – –
PSC
1441
Prentiss Smith & Co
Vermont
$326K – – –
TF
1442
Tompkins Financial
New York
$325K – – –
WCF
1443
West Coast Financial
California
$324K +$118K +2,792 +57%
PBO
1444
Peoples Bank (Ohio)
Ohio
$323K -$23.7K -561 -7%
RS
1445
Robeco Schweiz
Switzerland
$322K -$1.82M -43,251 -85%
CCMG
1446
Clark Capital Management Group
Pennsylvania
$322K – – –
LYV
1447
Live Your Vision
Pennsylvania
$322K – – –
MWM
1448
Modera Wealth Management
New Jersey
$321K -$2.88K -68 -0.9%
AEPG
1449
American Economic Planning Group
New Jersey
$321K +$296 +7 +0.1%
CPA
1450
Cowen Prime Advisors
New York
$318K – – –
56 57
58
59 60