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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 %
SCI
1451
Stableford Capital II
Arizona
$385K +$39.4K +878 +11%
HIIFS
1452
Harel Insurance Investments & Financial Services
Israel
$384K -$38.7K -862 -9%
EAM
1453
Evanson Asset Management
California
$384K +$6.51K +145 +2%
IIA
1454
IPG Investment Advisors
California
$383K -$20.2K -450 -5%
BL
1455
BFSG LLC
California
$383K -$63.2K -1,409 -14%
CCC
1456
Chelsea Counsel Company
California
$381K -$31.4K -700 -8%
NME
1457
Notis-McConarty Edward
$381K -$11.2K -250 -3%
OCM
1458
One Capital Management
California
$380K +$51.1K +1,140 +16%
CNB
1459
Camden National Bank
Maine
$377K -$23.8K -531 -6%
HCM
1460
Huber Capital Management
California
$377K – – –
DSAM
1461
Dock Street Asset Management
Florida
$376K – – –
PAS
1462
Partnervest Advisory Services
California
$375K -$5.75K -128 -2%
EM
1463
ELCO Management
New York
$374K -$3.14K -70 -0.8%
PJSIMP
1464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$371K -$19.6K -436 -5%
PHK
1465
Point72 Hong Kong
Hong Kong
$371K +$122K +2,711 +49%
IWA
1466
IBEX Wealth Advisors
New Jersey
$371K +$371K +8,375 New
SL
1467
Summitry LLC
California
$370K -$13.9K -310 -4%
CFMC
1468
Curbstone Financial Management Corp
New Hampshire
$370K +$21.3K +475 +6%
PTCG
1469
Pring Turner Capital Group
California
$369K – – –
BGC
1470
Blue Granite Capital
South Carolina
$369K – – –
CAS
1471
Cue Advisory Services
Arizona
$369K +$11.7K +260 +3%
CW
1472
Cobiz Wealth
Colorado
$366K -$21.4K -478 -6%
GC
1473
Gilbert & Cook
Iowa
$366K +$366K +8,159 New
CRB
1474
Chad R. Baker
$365K – – –
CA
1475
Cambridge Advisors
Nebraska
$365K +$1.17K +26 +0.3%
57 58
59
60 61