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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 %
Kayne Anderson Rudnick Investment Management
1426
Kayne Anderson Rudnick Investment Management
California
$420K -$51.4K -1,147 -11%
ITIM
1427
Indiana Trust & Investment Management
Indiana
$418K +$6.69K +149 +2%
HVIA
1428
Hudson Valley Investment Advisors
New York
$417K +$8.98K +200 +2%
BMC
1429
Benin Management Corp
Connecticut
$413K – – –
BHTS
1430
Bar Harbor Trust Services
Maine
$410K – – –
ID
1431
Integral Derivatives
New York
$409K +$409K +9,122 New
DJSG
1432
D.J. St. Germain
Massachusetts
$407K +$69.1K +1,540 +20%
CS
1433
Cannell & Spears
New York
$405K +$101K +2,244 +33%
KWMG
1434
King Wealth Management Group
Florida
$401K -$21.5K -480 -5%
MWM
1435
Mascoma Wealth Management
New Hampshire
$401K +$61.7K +1,376 +18%
SMH
1436
Sanders Morris Harris
Texas
$400K -$17.9K -400 -4%
EFSCE
1437
Enterprise Financial Services Corp (EFSC)
Missouri
$397K -$69.6K -1,554 -15%
VWA
1438
V Wealth Advisors
Kansas
$397K -$13.1K -294 -3%
VIMU
1439
Veritas Investment Management (UK)
United Kingdom
$396K – – –
AssetMark Inc
1440
AssetMark Inc
California
$396K +$59.5K +1,325 +18%
EBSAM
1441
Eubel Brady & Suttman Asset Management
Ohio
$394K +$6.54K +146 +2%
FANJ
1442
Financial Architects (New Jersey)
New Jersey
$394K +$7.58K +169 +2%
NFG
1443
Nations Financial Group
Iowa
$394K +$85.5K +1,904 +28%
MWM
1444
Modera Wealth Management
New Jersey
$393K -$27.9K -622 -7%
GLI
1445
Guardian Life Insurance
New York
$390K -$279K -6,229 -42%
WPW
1446
Waldron Private Wealth
Pennsylvania
$390K -$177K -3,959 -31%
NCM
1447
Noesis Capital Mangement
Florida
$389K +$4.03K +90 +1%
SFG
1448
SevenBridge Financial Group
Pennsylvania
$389K +$70.3K +1,556 +22%
CIM
1449
Confluence Investment Management
Missouri
$387K +$142K +3,158 +58%
CA
1450
Continuum Advisory
Idaho
$385K +$15K +335 +4%
56 57
58
59 60