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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 %
GHAM
1476
Gilman Hill Asset Management
Connecticut
$364K -$84K -1,875 -19%
BA
1477
Bristlecone Advisors
Washington
$364K +$45 +1 +0%
FC
1478
FCA Corp
Texas
$361K -$9.59K -214 -3%
HBT
1479
Hills Bank & Trust
Iowa
$361K -$3.14K -70 -0.9%
CRM
1480
Cramer Rosenthal McGlynn
Connecticut
$359K – – –
UFG
1481
United Fire Group
Iowa
$359K – – –
LWM
1482
Lyell Wealth Management
California
$359K +$2.26K +50 +0.6%
CWM
1483
Circle Wealth Management
New Jersey
$357K +$10.5K +234 +3%
SFG
1484
SNS Financial Group
Minnesota
$356K +$4.57K +102 +1%
OFW
1485
Omnia Family Wealth
Florida
$354K +$7.87K +174 +2%
RCG
1486
Ruggie Capital Group
Florida
$354K +$88.9K +1,984 +34%
TB
1487
Terril Brothers
Missouri
$352K – – –
PI
1488
Pettee Investors
Connecticut
$348K – – –
SCA
1489
Sippican Capital Advisors
Massachusetts
$347K -$8.96K -200 -3%
B
1490
Brightworth
Georgia
$346K -$112K -2,507 -25%
MIM
1491
Miller Investment Management
Pennsylvania
$346K – – –
SCA
1492
Stuart Chaussee & Associates
California
$346K – – –
SIC
1493
Sigma Investment Counselors
Michigan
$345K -$5.06K -113 -1%
PSC
1494
Prentiss Smith & Co
Vermont
$345K – – –
AW
1495
Alpha Windward
Massachusetts
$345K +$1.53K +34 +0.4%
EWM
1496
Empirical Wealth Management
Washington
$345K +$40.1K +895 +13%
MCM
1497
McRae Capital Management
New Jersey
$344K – – –
LYV
1498
Live Your Vision
Pennsylvania
$343K -$4.57K -100 -1%
VAM
1499
Verity Asset Management
North Carolina
$343K +$27.2K +605 +9%
OMC
1500
Old Mission Capital
Illinois
$342K -$17.2K -383 -5%
58 59
60
61 62