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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
1426
Chelsea Counsel Company
California
$390K -$12.7K -300 -3%
ITIM
1427
Indiana Trust & Investment Management
Indiana
$389K +$58.4K +1,375 +18%
KKAMG
1428
Kernodle & Katon Asset Management Group
Arkansas
$388K -$151K -3,557 -28%
BHTS
1429
Bar Harbor Trust Services
Maine
$388K – – –
KA
1430
Kovack Advisors
Florida
$387K -$44.6K -1,051 -10%
HVIA
1431
Hudson Valley Investment Advisors
New York
$386K -$27.4K -645 -7%
FPS
1432
Fieldpoint Private Securities
Connecticut
$385K +$385K +9,079 New
VWA
1433
V Wealth Advisors
Kansas
$383K +$28.6K +685 +8%
IIA
1434
IPG Investment Advisors
California
$382K +$42.4K +1,000 +13%
CNB
1435
Camden National Bank
Maine
$379K -$73K -1,723 -16%
HFM
1436
Hartford Financial Management
Connecticut
$377K – – –
VIMU
1437
Veritas Investment Management (UK)
United Kingdom
$375K – – –
CFS
1438
Commonwealth Financial Services
West Virginia
$372K +$13.5K +318 +4%
NME
1439
Notis-McConarty Edward
$371K -$17K -400 -4%
PJSIMP
1440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$369K -$563K -13,289 -60%
PWSG
1441
Pacific Wealth Strategies Group
California
$368K +$368K +8,680 New
HPWM
1442
Highland Private Wealth Management
Washington
$367K -$28.5K -671 -7%
CW
1443
Cobiz Wealth
Colorado
$367K -$12.7K -300 -3%
EBSAM
1444
Eubel Brady & Suttman Asset Management
Ohio
$367K -$10.6K -250 -3%
FANJ
1445
Financial Architects (New Jersey)
New Jersey
$366K -$71.4K -1,682 -16%
NCM
1446
Noesis Capital Mangement
Florida
$365K -$17K -400 -4%
TWA
1447
TCI Wealth Advisors
Arizona
$363K -$3.23K -76 -0.9%
SL
1448
Summitry LLC
California
$363K +$8.92K +210 +3%
PAS
1449
Partnervest Advisory Services
California
$360K -$14.4K -338 -4%
NIC
1450
Northwest Investment Counselors
Oregon
$359K +$39.9K +940 +13%
56 57
58
59 60