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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 %
SL
1451
Summitry LLC
California
$346K -$297K -7,150 -46%
VWA
1452
V Wealth Advisors
Kansas
$346K -$23.8K -583 -6%
ECAM
1453
East Coast Asset Management
Massachusetts
$346K -$10.8K -261 -3%
BGC
1454
Blue Granite Capital
South Carolina
$345K +$345K +8,325 New
FC
1455
FCA Corp
Texas
$343K – – –
HCP
1456
Holt Capital Partners
Texas
$342K – – –
BFA
1457
Beaumont Financial Advisors
Massachusetts
$341K -$27K -650 -7%
BWL
1458
Bogart Wealth LLC
Virginia
$340K +$340K +8,206 New
WI
1459
Wintrust Investments
Illinois
$338K +$49.4K +1,194 +17%
BA
1460
Bristlecone Advisors
Washington
$337K -$22.9K -552 -6%
CRB
1461
Chad R. Baker
$337K – – –
OFW
1462
Omnia Family Wealth
Florida
$337K +$337K +8,129 New
KB
1463
Kimelman & Baird
New York
$336K – – –
CA
1464
Cambridge Advisors
Nebraska
$336K +$2.07K +50 +0.6%
CCM
1465
Crossvault Capital Management
Texas
$333K -$182K -4,400 -35%
ASC
1466
Atalanta Sosnoff Capital
New York
$333K +$10.4K +250 +3%
OC
1467
Oarsman Capital
Wisconsin
$332K -$44.4K -1,070 -12%
CRM
1468
Cramer Rosenthal McGlynn
Connecticut
$332K – – –
UFG
1469
United Fire Group
Iowa
$332K – – –
HWA
1470
HCR Wealth Advisors
California
$332K +$332K +8,003 New
JFGLC
1471
Johnson Financial Group LLC (Colorado)
Colorado
$332K +$332K +8,006 New
IIA
1472
IPG Investment Advisors
California
$332K -$16.6K -400 -5%
CAS
1473
Cue Advisory Services
Arizona
$331K +$29.7K +718 +10%
B
1474
Brightworth
Georgia
$331K +$135K +3,248 +68%
MCA
1475
Morris Capital Advisors
Pennsylvania
$329K – – –
57 58
59
60 61