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Coca-Cola
KO

Overview Fund Activity

1,716 hedge funds and large institutions have $117B invested in Coca-Cola in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 644 increasing their positions, 738 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,716
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.86%
Holding in Top 10
81
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-27.68%
% of All Funds
2.16%
New
73
Increased
644
Reduced
738
Closed
75
Calls
$1.28B
Puts
$1.18B
Net Calls
+$102M
Net Calls Change
-$233M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$905M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$285M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$228M
4
Morgan Stanley
Morgan Stanley
New York
+$217M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$886M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$729M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$687M
4
Capital World Investors
Capital World Investors
California
-$355M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
1476
Granite Investment Partners
California
$296K – – –
WI
1477
Wintrust Investments
Illinois
$295K -$31.2K -736 -10%
TCMG
1478
TSP Capital Management Group
New Jersey
$293K -$314K -6,920 Closed
TIM
1479
Tortoise Investment Management
New York
$292K -$180K -4,245 -38%
MIC
1480
Meridian Investment Counsel
California
$291K – – –
CS
1481
Cannell & Spears
New York
$290K -$42.4K -1,000 -13%
SIA
1482
Starfire Investment Advisers
Michigan
$289K +$10.1K +238 +4%
KFA
1483
Kays Financial Advisory
Georgia
$288K +$3.09K +73 +1%
FI
1484
FormulaFolio Investments
Michigan
$287K +$8.16K +193 +3%
GS
1485
Girard Securities
California
$285K -$105K -2,468 -27%
TSWM
1486
Triangle Securities Wealth Management
North Carolina
$284K -$13.1K -310 -4%
SAS
1487
Stelac Advisory Services
New York
$283K -$27.6K -652 -9%
GC
1488
Grace Capital
Massachusetts
$281K -$42.8K -1,010 -13%
SCI
1489
S&CO Inc
Massachusetts
$281K – – –
MCMT
1490
Moon Capital Management (Tennessee)
Tennessee
$281K – – –
GAM
1491
Garrison Asset Management
Arkansas
$279K +$85 +2 +0%
AWM
1492
Altavista Wealth Management
North Carolina
$278K +$85 +2 +0%
HBT
1493
Hills Bank & Trust
Iowa
$277K +$277K +6,542 New
MC
1494
Miles Capital
Iowa
$274K +$274K +6,466 New
BA
1495
Birinyi Associates
Connecticut
$272K -$552K -13,063 -67%
VFA
1496
Virtus Fund Advisers
Connecticut
$271K +$22.6K +530 +9%
Carson Wealth (CWM LLC)
1497
Carson Wealth (CWM LLC)
Nebraska
$271K +$59.3K +1,400 +28%
IIC
1498
Integrated Investment Consultants
Michigan
$269K – – –
FLPIM
1499
F.L. Putnam Investment Management
Massachusetts
$269K +$269K +6,346 New
VAM
1500
Verity Asset Management
North Carolina
$268K +$35.6K +840 +15%
58 59
60
61 62