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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 %
TC
1426
Trust Company
Kansas
$377K – – –
NCM
1427
Noesis Capital Mangement
Florida
$373K -$14.2K -342 -4%
PA
1428
Probity Advisors
Texas
$373K +$35.4K +853 +10%
MCM
1429
MAI Capital Management
Ohio
$372K -$95.5K -2,302 -20%
LJHT
1430
Laurie J. Hall Trustee
$372K +$372K +8,905 New
CW
1431
Cobiz Wealth
Colorado
$371K +$12.1K +291 +3%
NFG
1432
Nations Financial Group
Iowa
$370K -$1.78K -43 -0.5%
HFM
1433
Hartford Financial Management
Connecticut
$369K -$8.29K -200 -2%
EBSAM
1434
Eubel Brady & Suttman Asset Management
Ohio
$369K -$3.73K -90 -1%
PAS
1435
Partnervest Advisory Services
California
$366K -$2.37K -57 -0.6%
VIMU
1436
Veritas Investment Management (UK)
United Kingdom
$366K – – –
HPBT
1437
High Point Bank & Trust
North Carolina
$364K -$10.4K -251 -3%
WPW
1438
Waldron Private Wealth
Pennsylvania
$361K +$14K +339 +4%
JG
1439
Jefferies Group
New York
$359K +$21.4K +515 +6%
NFG
1440
Nadler Financial Group
Illinois
$358K -$19.7K -475 -5%
TWA
1441
TCI Wealth Advisors
Arizona
$358K -$6.27K -151 -2%
MFW
1442
Mosaic Family Wealth
Missouri
$355K -$4.39K -106 -1%
AS
1443
Arxis Securities
New York
$353K +$353K +8,516 New
CAM
1444
Concorde Asset Management
Michigan
$352K +$5.3K +128 +2%
EM
1445
ELCO Management
New York
$349K +$11.8K +285 +4%
BJL
1446
Brighton Jones LLC
Washington
$348K -$407K -9,824 -54%
SCA
1447
Sippican Capital Advisors
Massachusetts
$348K -$56.4K -1,360 -14%
DSAM
1448
Dock Street Asset Management
Florida
$348K -$5.15K -124 -1%
CFS
1449
Commonwealth Financial Services
West Virginia
$348K +$13.4K +324 +4%
CG
1450
Colony Group
Massachusetts
$347K -$384K -9,255 -53%
56 57
58
59 60