KO icon

Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
1476
Curbstone Financial Management Corp
New Hampshire
$330K +$13.8K +325 +4%
ODCM
1477
Old Dominion Capital Management
Virginia
$330K +$330K +7,765 New
PI
1478
Pettee Investors
Connecticut
$329K – – –
OFW
1479
Omnia Family Wealth
Florida
$328K -$20.3K -473 -6%
CWM
1480
Circle Wealth Management
New Jersey
$328K – – –
PSC
1481
Prentiss Smith & Co
Vermont
$327K – – –
MIM
1482
Miller Investment Management
Pennsylvania
$327K – – –
SCA
1483
Stuart Chaussee & Associates
California
$327K +$85.9K +2,025 +36%
SCI
1484
Stableford Capital II
Arizona
$327K +$327K +7,705 New
GS
1485
Gagnon Securities
New York
$326K -$4.67K -110 -1%
MCM
1486
McRae Capital Management
New Jersey
$326K +$8.49K +200 +3%
AW
1487
Alpha Windward
Massachusetts
$325K +$2.89K +68 +0.9%
GIM
1488
Goelzer Investment Management
Indiana
$324K -$191K -4,503 -37%
EVM
1489
Evelyn V. Moreno
$324K -$7.44K -175 -2%
VFP
1490
Verus Financial Partners
Virginia
$324K – – –
CCMG
1491
Clark Capital Management Group
Pennsylvania
$323K – – –
LYV
1492
Live Your Vision
Pennsylvania
$323K – – –
RWP
1493
RWA Wealth Partners
Massachusetts
$323K +$323K +7,609 New
HCP
1494
Holt Capital Partners
Texas
$322K -$27.6K -650 -8%
NL
1495
NWAM LLC
Washington
$322K +$40.9K +965 +15%
AHB
1496
Abner Herrman & Brock
New Jersey
$322K +$322K +7,580 New
AEPG
1497
American Economic Planning Group
New Jersey
$321K -$1.31K -31 -0.4%
MWM
1498
Mascoma Wealth Management
New Hampshire
$321K – – –
DJSG
1499
D.J. St. Germain
Massachusetts
$319K -$5.98K -141 -2%
KB
1500
Kimelman & Baird
New York
$318K -$25.4K -600 -7%
58 59
60
61 62