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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1476
Cambridge Advisors
Nebraska
$367K +$1.12K +25 +0.3%
CRB
1477
Chad R. Baker
$366K – – –
BA
1478
Bristlecone Advisors
Washington
$366K +$45 +1 +0%
PTCG
1479
Pring Turner Capital Group
California
$365K -$4.5K -100 -1%
CT
1480
Clearstead Trust
Maine
$365K +$81.5K +1,811 +29%
IIA
1481
IPG Investment Advisors
California
$362K -$22.5K -500 -6%
PAS
1482
Partnervest Advisory Services
California
$362K -$13.5K -300 -4%
FC
1483
FCA Corp
Texas
$362K – – –
EBSAM
1484
Eubel Brady & Suttman Asset Management
Ohio
$361K -$34.6K -769 -9%
PJSIMP
1485
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K -$11.3K -250 -3%
UFG
1486
United Fire Group
Iowa
$360K – – –
CRM
1487
Cramer Rosenthal McGlynn
Connecticut
$360K – – –
LWM
1488
Lyell Wealth Management
California
$359K -$2.27K -50 -0.6%
Lido Advisors
1489
Lido Advisors
California
$359K +$359K +7,820 New
HBT
1490
Hills Bank & Trust
Iowa
$357K -$5.63K -125 -2%
RCG
1491
Ruggie Capital Group
Florida
$356K – – –
GCMG
1492
Gyroscope Capital Management Group
Florida
$356K +$25.2K +559 +8%
CAS
1493
Cue Advisory Services
Arizona
$354K -$16.6K -368 -4%
SCA
1494
Stuart Chaussee & Associates
California
$351K – – –
PI
1495
Pettee Investors
Connecticut
$349K – – –
BCM
1496
Becker Capital Management
Oregon
$348K +$91.3K +2,029 +36%
SIC
1497
Sigma Investment Counselors
Michigan
$347K – – –
MIM
1498
Miller Investment Management
Pennsylvania
$347K – – –
PSC
1499
Prentiss Smith & Co
Vermont
$347K – – –
VAM
1500
Verity Asset Management
North Carolina
$347K +$1.13K +25 +0.3%
58 59
60
61 62