KO icon

Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1426
Balasa Dinverno & Foltz
$431K -$63.5K -1,411 -13%
AssetMark Inc
1427
AssetMark Inc
California
$430K +$33K +732 +8%
BOS
1428
Bank of Stockton
California
$429K -$6.2K -138 -1%
RGIA
1429
Rainier Group Investment Advisory
Washington
$429K – – –
MBT
1430
Monroe Bank & Trust
Michigan
$428K – – –
CIC
1431
Cornercap Investment Counsel
Georgia
$427K -$26.1K -581 -6%
BSWMG
1432
Barrington Strategic Wealth Management Group
Illinois
$421K -$80.4K -1,786 -16%
IA
1433
Independence Advisors
Pennsylvania
$420K -$3.01K -67 -0.7%
FFC
1434
First Financial Corp
Indiana
$418K -$4.49K -100 -1%
HVIA
1435
Hudson Valley Investment Advisors
New York
$418K – – –
WA
1436
Wealth Architects
California
$417K -$11.7K -261 -3%
CA
1437
Continuum Advisory
Idaho
$417K +$31K +690 +8%
MIFH
1438
Migdal Insurance & Financial Holdings
Israel
$416K -$46.5K -1,031 -10%
BMC
1439
Benin Management Corp
Connecticut
$415K – – –
CIM
1440
Confluence Investment Management
Missouri
$415K +$26.6K +590 +7%
MWM
1441
Mascoma Wealth Management
New Hampshire
$414K +$11.5K +255 +3%
BHTS
1442
Bar Harbor Trust Services
Maine
$412K – – –
EVC
1443
Eidelman Virant Capital
Missouri
$411K -$11.1K -248 -3%
EFSCE
1444
Enterprise Financial Services Corp (EFSC)
Missouri
$407K +$8.15K +181 +2%
EAM
1445
Evanson Asset Management
California
$406K +$21.1K +470 +5%
CNB
1446
Camden National Bank
Maine
$406K +$27K +600 +7%
OLA
1447
Oliver Luxxe Assets
New Jersey
$405K -$483K -10,721 -54%
VWA
1448
V Wealth Advisors
Kansas
$405K +$865 +19 +0.2%
KWMG
1449
King Wealth Management Group
Florida
$403K +$495 +11 +0.1%
MWM
1450
Modera Wealth Management
New Jersey
$403K +$9K +200 +2%
56 57
58
59 60